Activity (Leads, Appointments, & Tickets)

The Activity Dashboard acts as the central operations manager for tracking all real-time administrative outputs generated across your AI workforce. Accessible from the top global navigation bar, this page aggregates Leads, Appointments, and Tickets captured by all 3 specialized agents—Customer Support, Shopping Assistant, and Growth Agents—with full multi-agent attribution.

1. Shared Multi-Agent Management

Every action executed during a customer interaction is logged centrally in the Activity dashboard, ensuring cross-functional visibility for sales, support, and marketing teams.

Global Activity Tabs

• Leads Tab: View all captured prospective customer profiles collected via conversational forms or natural chat flows.

• Appointments Tab: Track confirmed meeting bookings, product demos, and consultation calendar slots.

• Tickets Tab: Monitor generated support or service tickets along with their current resolution status.

2. Activity Table Breakdown

The Activity dashboard presents a comprehensive breakdown of every captured record, complete with contact details, contextual tags, and direct operational actions:

A. Contact Name

Displays the full name of the user associated with the captured lead, appointment, or service ticket.

B. Email / Phone

Shows the primary contact details collected by the AI during the interaction (such as phone number or email address) for immediate manual follow-up.

C. Location

Identifies the user's geographical location based on IP address or profile metadata (e.g., India).

D. Channel

Indicates the communication channel where the activity originated (e.g., WhatsApp, Admin Portal / Web Widget, AI Voice Call, or SMS).

E. Intent

Categorizes the driving intent behind the customer interaction using color-coded badges:

• 🟧 Sales: High-intent product inquiries, purchasing interest, or lead captures.

• 🟦 Support: Issue reporting, order queries, or ticket generation.

• 🟪 Enquiry: General business, service, or product questions.

F. Date & Time

Logs the exact timestamp when the activity record was created by the AI (e.g., 12 Aug, 2026 at 06:33 pm).

3. Action Controls (Summary & Chat History)

Every row under the Actions column provides two instant inspection tools:

• 📄 View Summary: Click the summary icon to open a concise, AI-generated summary of the interaction. This gives you a quick snapshot of the customer's key requirements, reported issues, or appointment preferences without reading the entire transcript.

• 💬 View Chat History: Click the chat history icon to open the complete, unabridged conversation transcript. This allows operators to inspect the exact dialogue steps, AI reasoning, and context leading up to the lead capture, appointment booking, or ticket creation.