ValueGen360 / Overview
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ValueGen360 · CLIENT WORKSPACE

AI operations at a glance

See your agents, connected tools, and the work moving across your team.

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Workspace previewSample agents, integrations, and productivity metrics illustrate the client experience. No customer systems are connected.
SAMPLE DATA

OUTREACH & SALES PIPELINE

Engagement and outcomes

Choose a view to compare activity with the targets for that period.

This week · Sample performance
Messages sentDaily activity this week
18Mon
24Tue
16Wed
31Thu
22Fri
0Sat
0Sun
Messages by week
3 weeks ago168
2 weeks ago193
Last week201
This week218
250goal
Invites sent218 achieved87% of target
75goal
Accepted · leads64 achieved85% of target
180goal
Interactions143 achieved79% of target
45goal
Presentations38 achieved84% of target
20goal
Estimates17 achieved85% of target
15goal
Meetings12 achieved80% of target

Interactions include replies, profile visits, and post likes.

Lead interest funnel

Accepted invites count as initial interest.

64 leads
Initial interest64Invite accepted
More information42Asked for details
Medium interest28Presentation sent
Medium-high16Willing to take a call
High interest9Estimate requested

Stages can be updated manually for up to 30% of leads. The remaining stages are tracked by the workflow.

CRM workspace

Choose how your team tracks leads.

ASample lead 01New this week
BSample lead 02New this week
CSample lead 03New this week
DSample lead 04Active opportunity
ESample lead 05Active opportunity
FSample lead 06Active opportunity
GSample lead 07Active opportunity
HSample lead 08Active opportunity
ISample lead 09Active opportunity
JSample lead 10Active opportunity
Manual stage updates used: 0 / 3 (30% of this 10-lead sample)
Schedule a lead task

Illustrative sample only. Targets, lead activity, and CRM actions are not connected to a customer account.

Tasks completed✓
1,284↗ 12.8% vs. previous week
Time returned◷
36.5 hrs↗ 8.2% vs. previous week
Successful runs↗
96.8%↗ 2.4% vs. previous week
Agents active✳
2 of 31 needs attention

YOUR AI TEAM

Agents

Current status and recent activity across your workspace.

View all agents →
AGENTSTATUSRECENT ACTIVITYRUNSLAST ACTIVE
LQLead Qualification AgentSales · LinkedIn + HubSpot
WorkingReviewing new inbound leads128 tasks today2 min ago
SESocial Engagement AgentMarketing · Instagram
OnlineMonitoring comments and mentions64 tasks todayNow
OOOrder Operations AgentOperations · SAP
InactiveWaiting for the SAP connectionPausedConnection needed
LQLead Qualification AgentSales · LinkedIn + HubSpot
Working

Reviewing new inbound leads

128 tasks today · 2 min ago
SESocial Engagement AgentMarketing · Instagram
Online

Monitoring comments and mentions

64 tasks today · Now
OOOrder Operations AgentOperations · SAP
Inactive

Waiting for the SAP connection

Paused · Connection needed

CONNECTED TOOLS

Integrations

Connections that let your agents work with your business systems.

3 connected · 1 needs attention
Connected

LinkedIn

Social channel

Synced 4 min ago
Connected

Instagram

Social channel

Synced 8 min ago
Connected

HubSpot

CRM

Synced 2 min ago
Reconnect needed

SAP

Enterprise system

Reconnect required
⌁ Reconnect securely through each provider. Your credentials stay with the provider.