Case Pipeline
- SLA Breach Alerts
Today's Tasks
Cases by Category
Monthly Volume
Compensation by Brand
| ID | Client | Brand | Category | Status | Bank | Agent | SLA | Amount | AI |
|---|
📊 Facebook Leads
Warm inbound leads from Meta/Facebook adverts
Task Board
All agent tasks pending, in progress, awaiting approval
Automated Casework Pipeline
Real-time status of Lambda-powered automation functions. Auto-refreshes every 60 seconds.
Queue Depths
Stuck Jobs (leases)
Dead-letter Inspector
Cases by Bank
Cases by Category
Monthly Compensation Recovered
Case Volume by Brand (Monthly)
- Nurture Engine Control Panel
By Brand
By Category
Status Pipeline
Campaign Steps
- Recent Activity
Nurture Leads
| Name | Phone | Brand | Category | Status | Step | Last Message | Next Action | Enrolled |
|---|
Loading campaigns...
Contact Progress - Per-Person Activity
| Name | Phone | Brand | Category | Progress | - | - | - | Last Contact | Next Due | Status | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading contact progress... | ||||||||||||
Campaign URLs
| Brand | Category | Label | Claim Type Label | URL | Status | Action |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Message Preview
| # | App Name | Source | Business | Category | Type | Notes |
|---|
Apps by Business
Apps by Category
Apps by Source
| Brand | Claim Type | Form URL | Status | Actions |
|---|
| FOA Reference | Submission ID | Name | Brand | Claim Type | Signed Date | Status | Actions |
|---|
Cases for Drafting
| Client | Category | Lender | Draft Status | Progress | Missing Info | Date | Actions |
|---|---|---|---|---|---|---|---|
| Loading cases... | |||||||
| Invoice | Client | Balance | Overdue | Stage | Payment Status | AI Summary | Actions | |
|---|---|---|---|---|---|---|---|---|
| Loading invoices... | ||||||||
- Invoice CRM Test Suite
Creates a live test invoice and tests every workflow: Stripe, Email, WhatsApp, AI Call, and Court Claim
Test Configuration
- A real invoice + Stripe payment link will be created. Real messages sent to the test details above. Amount is small ( 5) to minimise any charges.
Invoice Tests Ready
Tests: Invoice Creation -... Stripe Link - Email Chase -'- WhatsApp Chase - AI Call --- Court Claim
Takes ~30 seconds. Creates a real 5 test invoice.
- System Test Suite
Tests all channels (Email, WhatsApp, SMS, FOA) across all 3 brands with real messages
Allison Allcott - WhatsApp Quick Test
Send a single test WhatsApp message using the real AA templates
Test Configuration
- Real messages will be sent to the above details. The engine will run immediately regardless of business hours.
Ready to Test
Click Run All Tests to fire a test message across every channel and brand right now.
Takes ~15 seconds. Real messages sent to configured test details above.
Client Documents
All uploaded documents - search by name, email, reference or postcode
Query any identifier to resolve a full case bundle across all systems
Recent Gaps
Create reusable agent teams and assign them to cases. Agents collaborate under an orchestrator.
- Active Team Assignments
GDPR / DSAR Management
Track Subject Access Requests, deadlines, and lender responses