Workforce Agents

Analytics AI — Dashboards and Forecasting

Analytics AI compiles pipeline statistics, calculates client lifetime value (LTV), and forecasts sales conversions.

Sales Performance Reporting

Review visual widgets detailing lead generation, acquisition costs, call duration averages, and deal stage velocity. The dashboard updates in real time as contacts move through the pipeline.

Forecasting Engine

Analytics AI uses linear progression models based on historical deal velocities to project weekly and monthly closed-won revenue totals.

Anomaly Detection and Recommendations

The agent scans for pipeline bottlenecks daily. If conversion rates from "Qualified" to "Contract Sent" slip below threshold, Analytics AI flags the drop-off and logs strategic recommendations.

💡 Insight Tip

Review the daily recommendation cards generated by Analytics AI inside your operations tab to identify bottlenecks before they affect cash flow.

Next Category: Integrations

Learn how to connect WorkOS, Stripe, and WhatsApp API streams.