> ## Documentation Index > Fetch the complete documentation index at: https://docs.atllasx.com/llms.txt > Use this file to discover all available pages before exploring further. # Follow-ups Dashboard > Action every hot and warm lead and open task across all your campaigns in one place. The **Dashboard** gathers the leads and tasks that still need your attention from across **all** of your campaigns, so you no longer have to open each one to find them. Open it from **Dashboard** at the top of the sidebar. It has two tabs: * **AI Calling** — hot/warm leads with open tasks from your calling campaigns. * **AI Receptionist** — hot/warm voicemails your receptionist captured that you haven't followed up on yet. Both tabs work the same way, so you can clear your call follow-ups and your voicemail callbacks from one place. The tab name shows how many items are waiting in each. ## Teams The Dashboard respects your team's access rules the same way the rest of the app does — 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, and can action (mark done, reopen, reach out) any of them. * **Team members** see only their own campaigns and receptionists — never another member's. * **Solo accounts** (no team) see only their own. ## What shows up here ### AI Calling After a call completes, the AI rates each contact's interest (**hot**, **warm**, cold, or dead) and may 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**, grouped by the campaign it 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**. ### AI Receptionist Your receptionist rates every voicemail the same way. The AI Receptionist tab surfaces each **hot or warm voicemail you haven't handled yet**, grouped by receptionist number, with a one-tap **Call** back. Marking one done marks that voicemail as read. ## Summary stats The bar at the top gives you an at-a-glance view of your outstanding workload: | Stat | Meaning | | --------- | -------------------------------------------------- | | **Total** | Total open tasks still to be done across campaigns | | **Hot** | Hot leads that still have open tasks | | **Warm** | Warm leads that still have open tasks | ## Focusing on hot or warm Each campaign card header has clickable chips — **hot**, **warm**, and **All** — that 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 (which always add up to the full list, since only hot and warm leads appear here). The selected chip is highlighted, and you can switch each campaign independently. (When a warmth runs out, the card falls back to the full task list.) ## Working through your follow-ups Each campaign is its own card (two per row on a wide screen) showing 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 and the next task **floats up** to take its place, so you can work straight down the list. When a campaign has more than 3, use the **‹ Prev · Page X of Y · Next ›** controls at the top of the card to browse through all of them. Use the **Sort** dropdown above the cards to order campaigns by **Newest** (most recent activity, the default), **Most hot leads**, or **Most tasks**. Each task shows the lead it belongs to (**warmth**, name, and one-tap **Call / Text / Email** icons) along with what to do and when. 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**); pressing it opens your phone, messaging, or email app pre-filled where possible (and copies the suggested message to your clipboard) and marks the task done. The other channels sit next to it as smaller buttons if you'd rather reach out a different way. Tasks with no specific channel (e.g. "log it in the CRM") have no primary button — just **Mark done**. * **Confirm an SMS** — when the AI couldn't confirm a number (or a text failed to send), the task shows a number field with **Send/Resend** — exactly like the campaign results table. Entering the number and sending dispatches the SMS through Atllas 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. You'll be asked 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), so a mistaken tap is easy to reverse. ## To-do and Completed Each tab has a **To-do / Completed** switch. **To-do** is your live worklist; **Completed** keeps everything you've marked done. Completed items show in a compact form — tap the **chevron** to expand one back to its **full interface**: it's marked **Done**, but every action still works, so you can reach out again (call, resend a text, etc.) right from there. **Reopen** (next to the chevron) sends an item straight back to **To-do** — so 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 so you can see your progress at a glance. Counts and queues update instantly as you work — no page refresh needed. The Follow-ups dashboard is read-from-everywhere but action-in-one-place. Completing a task here is exactly the same as completing it inside the campaign's results table — the two stay in sync.