WorkersSage, coordinator
S
Sage
Coordinator · included with every deployment at no charge · watches 5 workers, 8 instances and 4 queues
Always onWatchingOnly the stop switch stops Sage.
What Sage did today
10:44BalancedStarted Avery-2 for a new chat from City of Toledo Water, while Avery-1 waits on Sam.
10:38CoachedTold Morgan-1, mid-chat: “Acknowledge the distributor price before you raise it with Sam.”
Maria's mood had dropped to frustrated. It recovered to neutral.
10:30EscalatedFlagged Keystone Food to Sam: Priya Nair prefers a person to an assistant.
Riley paused the thread; Sam has it on Home.
10:12ChasedAsked Sam to decide Lakeshore's Net 45 terms; Avery is holding the order.
Reminder set for 11:00 if still open.
09:58WatchingRiley-3 hit a bounced email on Delta Tool and Die; the next attempt went through.
Pauses an instance only after repeated failures.
07:30BriefedSent the morning brief to Sam Ortega and Dana Whitfield.
Morning brief
07:30 today- 7 after-hours chats handled by Jordan; 2 order requests waiting for order entry.
- Brightline's quote Q-26-1187 is due for follow-up today; Maria compared prices last year.
- Riley's dormant list: 214 left; 38 bounced addresses need new contacts.
- Scoring is slow this morning; the backup is answering.
Ask Sage
Sam Ortega
What's slipping today?
Sage
Two things. Maria expects your price answer by 14:00, and Lakeshore's order is on hold until you decide the terms. Everything else is on time.
Her own actions
ChangeDoes alone
Start and stop instances within each worker's limitOn
Coach a worker privately during a conversationOn
Chase people and workers about promised timesOn
Pause one instance after repeated failuresOn
Asks first
Move waiting items from one worker to anotherAsks
Never
Talk to customersNever
Change prices, rules, lessons or permissionsNever
Press the stop switchNever
What Sage may do for you
Sam OrtegaWhen you ask, Sage can do anything you can do in CVW, within these settings. Everything she does for you is recorded as done for you.
Decide requests
Manage work
Control workers
Accept lessons
Change settings
Press the stop switchA person only