Sales & Assistant · AI Workspace

Sales Workspace

AI progress on leads → scoring → proposals → follow-ups, plus your sales task board.

2 workflows running
Open LeadsSales IntelligenceProposalsInbox

AI Progress

Live automation pipelines — node status like an n8n workflow canvas.

Lead capture → Hot List

running
Last run · Just now
Ingest lead

Sarah Lim

Identity stitch
Score + NBA

Scoring…

Hot List push
Draft WhatsApp

Proposal for NexTech

running
Last run · 8 mins ago
Pull CRM context
Draft proposal
Price check
Send for review

Morning inbox triage

success
Last run · 32 mins ago
Fetch inbox
Categorize

12 msgs

Draft replies

5 ready

Notify owner

Task Board

Jira-style tickets · AI + human

To Do2

Follow up Aisha Rahman

AI
HighYou

Call FitLab MY

MediumYou

In Progress2

Generate proposal for NexTech

AI
HighHermes

Update SQL pipeline notes

LowYou

Review1

Approve WhatsApp drafts

AI
MediumYou

Done1

Score batch import leads

AI
MediumHermes

Recent Activity

AI decisions & module actions

  • New lead scored

    Just now

    Sarah Lim entered scoring pipeline

  • Proposal drafting

    8 mins ago

    Hermes building NexTech proposal PDF

  • Inbox triaged

    32 mins ago

    5 draft replies ready for approval

  • Hot List updated

    1h ago

    Aisha Rahman still #1 · NBA: WhatsApp