Follow-ups Dashboard

Follow-ups gathers the leads and tasks that still need your attention. It covers all of your campaigns, so you no longer open each one to find them. Open AI Calling from the sidebar (home Dashboard is the leakage board only) and use the Follow-ups view. It is a live queue, not filtered by a date range. It always shows everything currently waiting. Within it there are two views:

• AI Calling. Hot/warm leads with open tasks from your calling campaigns.
• AI Receptionist. Hot/warm voicemails your receptionist captured that you have not followed up on yet.

Both views work the same way, so you can clear your call follow-ups and your voicemail callbacks from one place. Each view’s name shows how many items are waiting in it.

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Teams

The Dashboard respects your team’s access rules, the same way the rest of the app does. This holds in both the AI Calling and AI Receptionist tabs:

• Team owners see the whole team’s follow-ups: every member’s hot/warm leads and voicemails. They can mark done, reopen, or reach out on any of them.
• Team members see only their own campaigns and receptionists, never another member’s.
• Solo accounts (no team) see only their own.

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What shows up here

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AI Calling

After a call completes, the AI rates each contact’s interest as hot, warm, cold, or dead. It may also attach recommended next steps, for example “call back”, “send the brochure”, or “text a reminder”. The AI Calling tab surfaces every hot or warm lead that still has at least one open task. It groups them by the campaign each lead came from. Leads with no remaining tasks, and cold or dead leads, do not appear. This is your action list, not a full contact list. To see everything for a campaign, use View.

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AI Receptionist

Your receptionist rates every voicemail the same way. The AI Receptionist tab surfaces each hot or warm voicemail you have not handled yet. It groups them by receptionist number and gives each one a one-tap Call back. Marking one done marks that voicemail as read.

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Summary stats

The bar at the top summarizes your outstanding workload:

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Focus on hot or warm

Each campaign card header has clickable chips: hot, warm, and All. They double as a per-campaign view switcher.

• All (default). Every task for that campaign in one list, urgent and hottest first.
• hot. Only that campaign’s hot tasks.
• warm. Only that campaign’s warm tasks.

The hot and warm chips show their task counts. The two counts always add up to the full list, because only hot and warm leads appear here. The chip you choose is highlighted, and you can switch each campaign independently. (When a warmth runs out, the card falls back to the full task list.)

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Work through your follow-ups

Each campaign is its own card, two per row on a wide screen. The card shows the campaign’s hot/warm counts and tasks left. To keep things focused, a card shows 3 tasks at a time, most urgent first. As you tick one off, it disappears. The next task floats up to take its place, so you can work straight down the list. If a campaign has more than 3 tasks, use the prev/next arrows to browse through all of them. The arrows sit around the X / Y page indicator at the top of the card. Use the Sort dropdown above the cards to order campaigns:

• Newest, the most recent activity. This is the default.
• Most hot leads.
• Most tasks.

Each task shows the lead it belongs to, along with what to do and when. The lead line carries its warmth, its name, and one-tap Call / Text / Email icons. For each task you can:

• Reach out. Each task has an action row. The channel the AI recommends is the primary button (e.g. Call or Email). Press it to open your phone, messaging, or email app, pre-filled where possible. hyzl also copies the suggested message to your clipboard and marks the task done. The other channels sit next to it as smaller buttons if you would rather reach out a different way. Tasks with no specific channel (e.g. “log it for later”) have no primary button, only Mark done.
• Confirm an SMS. If the AI could not confirm a number, the task shows a number field with Send/Resend. The same field appears when a text failed to send. It works exactly like the campaign results table. Enter the number and send. hyzl dispatches the SMS and completes the task.
• Mark done. Clear the task without reaching out.
• Mark all done. At the bottom of each card, clear every open task in the campaign at once. hyzl asks you to confirm first, and a single Undo lets you reverse the whole batch.
• Undo. Every time you complete a task, a brief “Marked as done” toast appears with an Undo button (like Gmail’s undo-send). A mistaken tap is easy to reverse.

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To-do and Completed

Each tab has a To-do / Completed switch. To-do is your live worklist; Completed keeps everything you have marked done. Completed items show in a compact form. Tap the chevron to expand one back to its full interface. It keeps the Done label, but every action still works. You can call again or resend a text straight from there. Reopen (next to the chevron) sends an item straight back to To-do. Nothing is ever lost if you complete it by accident. When you clear every task in a campaign, the card switches to a celebratory “All caught up!” state. You can see immediately which campaigns you have finished. Counts and queues update instantly as you work. You never need to refresh the page.