Dial Ops
Who to call today — download the list, dial, then upload the log in Report Maker at end of day.
Excel: Dial list (AI) + Human sheet.
Schedule
Click a date to download customers scheduled for that day only.
Calendar view
Standalone bookings calendar — not connected to Dial Ops or Report Maker. Team uploads the 1st and 3rd sheets together (merge keeps it fresh).
Upload each branch file (1st + 3rd). Extra columns are fine — month/branch inferred from the sheet.
Select a dealer, then upload a sheet.
Ops Manager
Overall pending order. AI = top of funnel; Human = concentrated work. Not a daily due list.
Overview
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Results
Workload
By campaign
Priority order
| # | Type | Campaign | Why | Count |
|---|
Human dials
Live human queue — call manually, set outcome, press Save. Updates the same master as Dial Ops (no Excel upload).
| Name | Phone | Reason | Last |
|---|
No customers in the human queue for this campaign.
Select a customer to view context and save an outcome.
End of day: upload today's raw call log for the campaign you dialed from Dial Ops.
Required: Phone Number, Transcript message
Classifying calls
Starting…
| Phone | Name | Date | Duration | Cohort | Retry | Notes |
|---|
No calls match this filter
Example future client CRM
Parked prototype — local only. Enable with RMD_EXAMPLE_CRM=1. Do not push until explicitly approved.
Status
July 2026 service — Kwality BGR & Hallmark only. For dialing, use Dial Ops.
Campaign Kit
Read-only view for users. Admin can edit this in Admin → Campaign Kit.
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Admin login
Sign in to manage campaign setup.
Admin · Campaign setup
Add dealer, campaign, master file, and sheets — then Save.
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Admin · Campaign Kit
Create and update campaign prompt, language preferences, and KB PDF.
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