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Home · Wednesday 30 September · 10:42 ET
What needs you today
Two decisions, one flagged conversation and one suggested lesson are waiting for you. Workers have handled 41 conversations since midnight.
Waiting for you
4 items · oldest 22 minFlaggedKeystone Food Equipment · email thread with Riley · 12 min ago
Priya Nair wrote: “I'd rather deal with a person than an assistant.” Riley has paused the thread for you.
MoodStart: neutralNow: frustratedSaved as her preference: a person first
PriceBrightline Conveyor Systems · raised by Morgan in a live chat · 4 min ago
Maria Delgado asks for 40 × HA-220 at 228.00 each. The quantity-break price is 235.00, and Morgan may go down to 232.00.
- She holds a distributor quote at about 228.00. She said so in this chat.
- Brightline buys about 200 HA-series actuators a year and has been a customer for four years.
- Your account objective: keep Brightline as the only actuator supplier through 2027.
- Morgan told Maria you would reply by 2 pm today.
Approved at 228.00. Morgan will tell Maria now and send the revised quote.
TermsLakeshore Ag Equipment · raised by Avery · 22 min ago
Lakeshore asks for Net 45 payment terms instead of Net 30 on a 38,400.00 order.
- Lakeshore has paid on time for two years. Source: the CRM.
- Avery is holding the order until you decide.
- Your terms allow Net 30. Payment terms are always decided by a person.
LessonSuggested by the coach · from 7 quote follow-ups this week
“Give the quantity break before asking about delivery timing.”
Accepted. It applies to quote follow-ups from the next conversation.
Happening now
All conversationsM
Morgan-1 · chat with Maria Delgado, Brightline Conveyor
Quote follow-up · 6 min · waiting on your price decision
In a conversationWatch
R
Riley-2 · email to Tom Becker, Summit Material Handling
Dormant accounts · writing
OutboundWatch
R
Riley-1 · email to Kim Lee, Northern Plastics Molding
Dormant accounts · writing
OutboundWatch
Sage, your coordinator
Always on- Coached Morgan-1 during the Brightline chat; Maria's mood recovered.
- Started Avery-2 for a new chat from City of Toledo Water.
- Reminder: Maria expects your price answer by 14:00.
Your workers
See allM
Morgan
On · assisted
1 in a conversation1 waiting for inbound
R
Riley
On · assisted
2 outbound1 researching
A
Avery
On · assisted
1 waiting on you1 starting
Q
1 idle
Quinn
On · assisted
J
Offline
Jordan
Off · automated from 17:00
Queues
Open WorkKey accounts
Oldest item 40 min
Dormant accounts
Backlog from a list
Waiting on a person
2 for you, 1 for Dana Whitfield
Failed
Nothing to fix
Since midnight
Scorecards41Conversations
6Order requests
88%Customer objectives met
4.5 of 5Service quality
Jordan handled 7 of these after hours, in automated mode.