Workers
Who is doing what
Five virtual workers in the Inside sales deployment, plus Sage, the coordinator who watches, coaches and coordinates them. Each worker has an on/off switch and an assisted or automated mode. A worker can run several instances at once; customers only ever see the worker's name.
S
Sage
Coordinator · included at no charge
Always onNo switch. Only the stop switch stops Sage.
Watching 5 workers, 8 instances, 4 queues
Sage-1WatchingLast action 10:44: started Avery-2
23 actions today4 coached2 escalated
M
Morgan
Key accounts, Great Lakes · 42 accounts
{{ note_M }}
Instances running: 2 of 3
Morgan-1In a conversationChat, Maria Delgado, Brightline
Morgan-2Waiting for inboundReady for the next chat or email
StartingGetting the first instance ready
StoppingFinishing current steps and handing over
Offline{{ offNote_M }}
6 in queue18 done today4.5 quality
- Schedule: assisted 7:30 to 17:00 ET; automated after that.
- Supervisor: Sam Ortega.
- Access in use: price book, read, ends in 3 min.
R
Riley
Dormant accounts · list of 386 imported 12 Sep
{{ note_R }}
Instances running: 3 of 3
Riley-1OutboundEmail to Kim Lee, Northern Plastics
Riley-2OutboundEmail to Tom Becker, Summit Material
Riley-3ResearchingDelta Tool and Die, before first contact
StartingGetting the first instance ready
StoppingFinishing current steps and handing over
Offline{{ offNote_R }}
214 in queue31 done today4.4 quality
- Sends first-touch emails, then follows up by each contact's preferred channel.
- Running at its limit of 3 instances.
A
Avery
Key accounts, Ohio Valley · 37 accounts
{{ note_A }}
Instances running: 2 of 2
Avery-1Waiting on youNet 45 terms, Lakeshore Ag
Avery-2StartingFor a new chat from City of Toledo Water
StartingGetting the first instance ready
StoppingFinishing current steps and handing over
Offline{{ offNote_A }}
3 in queue9 done today4.6 quality
- Avery-1 holds the Lakeshore order until Sam decides.
- Avery-2 started because a second customer began a chat.
Q
Quinn
Research and account profiles · all accounts
{{ note_Q }}
Instances running: 1 of 1
Quinn-1IdleNothing queued. Watchers run next at 12:00
StartingGetting the first instance ready
StoppingFinishing current steps and handing over
Offline{{ offNote_Q }}
0 in queue12 profiles refreshed today
- Reads company websites, investor pages, filings and news.
- Adds dated events to account profiles and suggests work.
J
Jordan
After-hours cover · all inbound chat and email
{{ note_J }}
Instances running: 1 of 3
Jordan-1Waiting for inboundReady for after-hours chats and email
StartingGetting the first instance ready
StoppingFinishing current steps and handing over
Offline{{ offNote_J }}
7 chats last night2 order requests
- The schedule switches Jordan on at 17:00 and off at 7:30.
- Hand-offs wait until 7:30. Urgent line-down issues go to on-call.
Add a worker
Start from the Inside sales definition. Give it a name, a group of accounts or a kind of work, and working hours.