AI Insights
Actionable signals — same card language as the authenticated CRM. Demo uses safe, static heuristics.
Updated 10/27/2026, 7:04:17 AM · simulated refresh
Coach · Deal Coach + revenue risk in one feed — same card layout as the authenticated CRM.
Deal Coach is watching response SLA + invoice opens — cards reorder as the autopilot demo runs.
Voice lead cooling — John Davis
Qualified same-day roof inspection yesterday but no dispatch confirmation logged. Suggested: assign tech + send ETA template (automation #4 ready).
Deposit opportunity on INV-1042
Customer opened invoice twice after quote acceptance. LedgerAI recommends SMS deposit link — median time-to-pay improves 27% in similar jobs.
Route compression · Wed PM
Two HVAC jobs within 4 mi could share one van slot. Dispatch assistant can merge windows without breaking SLA.
Hot replay: Facebook lead stalled
Stage = Qualified for 6 days with no human SMS. Deal Coach: one nudge template lifted 19% conversion in demo cohort.
Tune engagement in Automations and ledger context in Finance hub.