The workspace
What needs attention today.
Pipeline, what needs a person, what agents are handling, what is waiting and what has been held back. Written to be read in twenty seconds by somebody who has four other jobs — which describes most of the people this product is for.
What needs attention today
Costa Servicios · Thursday 15 October 2026
Active pipeline
€184,000
Need a person
5
Agents handling
4
Meetings this week
6
Handoffs waiting
3
Correctly waiting
3
On hold
1
Above €15,000
2
12 opportunities open. 5 need a person — that is the number the screen leads with, because the other 7 do not need you today.
The small number is the important one
Twelve opportunities open, five needing a person. The five is what the screen leads with. A dashboard that emphasises the twelve is a dashboard that makes you do the triage yourself.
Written in sentences, not just figures
“Four high-intent leads have not been contacted. Marisol Group has been waiting five days for a proposal.” Those sentences are more actionable than any chart of the same data, and they are what people actually read.
Agent activity is summarised, not hidden
What agents did overnight, in one line. Enough to trust it, little enough that reviewing it does not become a second job — which is the failure mode of every automation dashboard.
Silence is a valid morning
If nothing needs you, it says so. A product that manufactures a daily alert to prove it is working has misunderstood what it is for.
Questions this answers
The things you currently have to ask somebody.
Each of these is a question an owner asks regularly and currently answers from memory, a spreadsheet, or by interrupting whoever is nearest.
What needs me today?
What did the agents do while I was not looking?
What is the total value of what is actually moving?
Is anything stuck?
Where this stops
What it does not do.
The workspace reflects what is recorded. Pipeline value is as good as the values on the opportunities, and an opportunity somebody entered optimistically will be reported optimistically — the platform shows where each value came from rather than correcting it. It is also not a forecast: it shows what is open and what needs doing, and forecasting is a separate thing with its own page and its own honesty problems.
Next
Where this connects.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]