Production ReadySaaS CRMAI Automation
Agent Panel
Admin can open any agent workspace to review assigned leads, calling actions, follow-up queue and status progress.
Assignment Rules
Logged In
Catechu Admin
Total Agents
1
All telecaller users
Active Agents
1
Ready for assignment
Panel Type
Admin View
Login-based later
Lead Access
Agent-wise
Assigned leads only
Agent WorkspaceCall + Follow-up Ready
Open each agent’s personal lead workspace
Each agent panel shows only their assigned leads with call, WhatsApp, SMS, follow-up scheduling, status update and customer notes.
Agents
Select an agent to open their assigned lead panel.