Stop opening Conversations every five minutes
Every conversation the AI agent has now updates the matching card on your opportunities Kanban. Drag a card across the pipeline, the agent's state moves with it.
Until last week the AI lead agent and the opportunities Kanban were two different views of the same world that didn't quite agree with each other. The agent knew a lead was qualified. The Kanban didn't always.
Now they're wired together at the database level.
What that looks like in practice
- A new lead arrives from Meta. The agent state goes to
new. An opportunity card appears in your Kanban under "Untouched". - The agent sends the first SMS. State moves to
contacted. Card moves to "Contacted". - They reply. State moves to
in_conversation. Card moves to "In conversation". - They confirm goal and location. State moves to
qualified. Card moves to "Qualified". - A booking link is sent and accepted. State moves to
booked. Card moves to "Booked".
You can drag a card across the Kanban and it updates the agent's state. You can intervene in the agent and the Kanban catches up. They're not two systems pretending to talk to each other any more.
Why we did this
If you're running the AI agent properly, you stop opening the conversations screen every five minutes and start trusting the pipeline view. The opportunities board was the right place for that "is the funnel healthy?" check, but only if it told the truth about what the agent was actually doing. It does now.
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