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Choose Dashboard to open Follow-ups. This page is your shared action queue for AI Calling and AI Receptionist. The queue covers all available campaigns and receptionists. It shows current work rather than a fixed date range.

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Product queues

Use AI Calling for hot or warm campaign contacts with open tasks. Items are grouped by campaign. Cold or dead contacts and contacts without open tasks do not appear here. Open the campaign when you need the complete contact list. Use AI Receptionist for hot or warm inbound calls that still need attention. Items are grouped by receptionist. Marking an AI Receptionist item done also marks that voicemail as read. Each queue shows its open count. Switch between To-do and Completed to review outstanding and finished work.

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Priorities

The summary shows the total workload and the number of hot or warm items. Use the warmth controls on each group to narrow the list. Choose All, hot, or warm independently for each campaign group. The warmth controls show their task counts. AI Calling groups can be sorted by recent activity, hot leads, or task count. A group shows a small set of tasks at once. Use its controls to move through the remaining items. Completed work leaves the To-do queue immediately. Each group shows 3 tasks at a time, with urgent and hotter work first. Use the arrows and page indicator for more tasks. Sort groups by Newest, Most hot leads, or Most tasks. Newest activity is the initial order.

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Owners and team access

Team owners can work with team-wide follow-ups. Team members see follow-ups for the campaigns and receptionists available to them. The item identifies its source and owner context. Open the related campaign or receptionist when you need the complete conversation record.

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Actions

An AI Calling task can offer Call, Text, or Email based on the contact details and recommended action. The recommended channel appears as the primary action. Other available channels remain available beside it. Opening an action can prefill the destination and suggested message. AtllasX can also copy suggested text to your clipboard. Completing the recommended external action marks the task done. Use Undo immediately when that completion was accidental. Choose the preferred action, or choose Mark done when you completed the work elsewhere. Some groups also support Mark all done. AtllasX asks for confirmation before Mark all done completes a campaign group’s remaining tasks. A text task that needs review provides a number field with Send or Resend. A successful send completes that task. An AI Receptionist item offers a callback action when the caller number is available. Marking the item done also clears its unread follow-up state.

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Completion

Use Undo after an accidental completion. Use Reopen from Completed when work needs more attention. Completed items start in a compact form. Expand an item to use its full actions again. When every task in one group is complete, the group shows an All caught up! state. Task completion stays synchronized with the campaign result. You do not need to complete the same task twice. Open Call results and transcripts for the full call context.