A manager's dashboard for the AI Team
The new Dashboard tab shows one row per team member, AI and people side by side, for the last 7, 30, 90 or 365 days: reach-outs, replies, meetings booked…
New feature · AI ·
The new Dashboard tab shows one row per team member, AI and people side by side, for the last 7, 30, 90 or 365 days: reach-outs, replies, meetings booked, proposals, open pipeline, deals won, a trend line, AI credit cost, the quality signal each role records, and who each member reports to. Click an AI member for their page: the KPIs their role is measured on, their trend and cost, and the pipeline they created with a link into every deal in the CRM. Compare AI members with people in the same role, and export the table as CSV. Dates, numbers and money follow your own region. Also fixed: Activity now formats dates, counts and deal amounts in your locale instead of "30000 USD" and US-style dates.
October 2026 · Releases & improvements
AI sales reps can now quote, send proposals and qualify leads on their own · Support agents now try to solve the problem first and give a ticket number
AI
- AI Team members now know who is calling
- Ask your AI Team members to do things on a call
- Give each sales member a goal, and see the sign-ups they bring in
- See your AI team member's booking link at a glance
- AI Team member cards now explain where their knowledge comes from
- AI Team LinkedIn notes now follow the same structure as emails
