👋 Welcome to Chess Agent! Describe your task below — ROP will plan and execute it.
Monthly Funnel (last 5 months)
Lead Influx
Leads in work — contact coverage
All leads in work (date filter does not apply). Contact = call with transcription or duration ≥20s, or an email thread (inbound from client + outbound from manager). Technical stage excluded.
Client Statuses
Revenue Trend
Weekly Score Trend
Call Types
Stage Scores — sales calls only
📊 Activity — Calls & Emails
Summary
Calls In/Out
Call Minutes
Emails In/Out
Total Activity
🎙️ Quality evaluation — Calls / Email / SMS · criteria from Knowledge Base
👥 Breakdown by manager
📞 Calls — score by day
📧 Email — score by day
💬 SMS — score by day
📞 Call stages (avg 1–10)
📧 Email — checks pass rate
💬 SMS — checks pass rate
Loading discipline report…
—auto-refresh 60s👤 Manager:
Open violations by age
⏰ Overdue activities by manager
🎯 Touch coverage — active base (New Deal + Active)
🧮 Counting logic
• Missed call counts unless the client is reached afterwards: a connected call (in/out), an outbound email, or a real two-way SMS chat (messages from both the manager and the client).
• Inbound email / SMS counts unless followed by any outgoing touch (SMS / email / call) or a connected inbound call (>10 sec).
• All violations of one client (any channel) are merged into a single row.
• Closed leads/deals are excluded. Younger than SLA (call 20 min · email/SMS 30 min) = «in progress», not a violation.
📉 Unanswered backlog — daily 17:00 NY snapshots
Each point = violations still open at 17:00 NY that day (how many we left unanswered).