Teams meetings + accepted callback invites + snoozed callbacks, plus auto-detected follow-ups. Leaders: filter by rep or tick Mine only.
Detected follow-ups
Heuristic: calls in last 30 days whose action items mention callback / follow-up / schedule. Tap to convert into a meeting.
Extraction Batches
Rep Scorecards
sorted by AI Score (per-call typical)
Back to Reps
Capability
· best moment · per prospect
The rep's peak per prospect — the best call in each chain. What they're capable of. Gatekeeper / IVR / voicemail / "try later" excluded.
Consistency
· typical · per call
The rep's typical per-call performance on real conversations — this is the headline AI Score. Same exclusions as Capability (gatekeeper / IVR / voicemail / "try later"); only the math differs: Capability takes each prospect's best call, this averages every scored real conversation (the n shown). On tiny samples the two can invert.
Score Trend (30 days)
Coaching focus
Outcome Breakdown
🚧 Gatekeeper Playbook
Generating playbook from successful gatekeeper calls across all reps…
AI Coaching Report
Click "Generate Coaching Report" to get a personalised AI coaching analysis based on this rep's recent calls.
VIEWFILTER
Callbacks you owe
Booked callbacks past-due with no follow-up yet — warmest leads first.
Mark contacted
quick:
Top Objections
Buying Intent
Sentiment Trend (14 days)
Conversion by Call Duration
Top Coaching Flags
⚠️ Parallel Contacts
Prospects being contacted independently by multiple reps — needs coordination
Manage events
Add/edit events, set their groups, and assign reps. Same search and "show all" filter applies.
Outcome Distribution
Daily Activity
Top Objections
Industries Targeted
Top Reps for This Event
Users active on this event
attributed via the call snapshot — survives extension turnover
Window defaults to event_date_start − 30 days through event_date_end + 14 days.
No-Call List — Contacted Prospects
Anyone listed here has already been contacted by some rep for this event. Avoid double-calling.
AI Event Summary
Click "Generate Summary" for an AI analysis of this event's sales performance.
Pick an event to see every prospect already contacted by any rep. Avoid double-calling.
Pick an event above to load the no-call list.
Manager scope. Each manager oversees one or more groups (Finto / Confintel / Gordan) and sees every rep in those groups — directly assigned, PBX-derived, or under a team leader.
Team leaders. Each TL belongs to a group and has their own member roster. A rep can only be on one TL's team (no duplicates across teams). Members inherit the team's group automatically. Managers of the same group see all their TLs' members transitively.Your team: group + members below. Reach out to your manager or admin for changes.
Assign groups to manager
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Set team leader group(s)
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Members for team leader
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Greyed entries belong to another team leader.
New Team Leader
Assign rep to team
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New team
Add team leader + initial members
Group
Promote existing user to team leader
Their role becomes team_leader on save.
Initial members (reps not yet on any team)
Groups (Finto, Confintel, Gordan). Assigning a rep to a group gives them access to every event tagged with that group.
Reps that appear via individual event assignments are also listed (greyed) — toggle them in the event row instead.
Assign reps to group
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New Event
Groups (Finto / Confintel / Gordan)
Assign reps to
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Pick an event above and click Run.
First search loads the local voyage-4-nano model (~12s, one-time per server boot). Subsequent searches return in <500ms.
top N per category
Custom range
→
Pick a message to read.
New Teams meeting
Transcript
New email
Link email to prospect
Data Repair — review what changed
Dedup merged duplicate contacts and event-linked their calls. It's all reversible — undo any merge that looks wrong.
All merges
User Management
New User
Account
Scope
Tick the extension(s) this person dials from — the hr_id link (real or placeholder) is handled automatically. Greyed rows are owned by another user.
Whole-team link — roster changes propagate automatically.
Mailbox(es) this rep sends prospect email from. Shared boxes are fine — emails attach to chains by prospect address. “Add new” is display-only until IMAP creds are attached.
No role-specific scope to set for this role.
Theme & Colors
Pick colors for any element. Changes preview live; Save changes persists for everyone. Token codes are CSS variable names.
Log new prospect outreach
AI
Sales Intelligence Assistant
Powered by Claude · Full access to call data + semantic search
AI
Hi! I have full access to your call data — ask me anything about rep performance, objections, specific calls, coaching patterns, or pipeline health.
Legend — flags, tags & statuses
All taxonomies the system uses. Values that come from a code constant are sourced
live so this page can't drift from the source of truth.
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TBM Sales Intelligence
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✏️ Correct Classification
Enter passphrase to enable editing
Wrong passphrase
analyzing… — outcome can be set once AI analysis completes
analyzing… — manager-callback can be assigned once AI analysis completes
📅 Callback invite
✏️ Edit prospect
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Pick a call to merge its whole prospect (all calls + emails) into this one — reversible.
Worked examples
Call Detail
Mark call as won
Use for deals confirmed off-call (email / finance). Payment-chase calls are not auto-counted as won — mark the real wins here. Counts once per chain.