Dashboard

Sunday, August 2, 2026

Coverage

142 of 143
conversations captured, last 30 days
Expected counts come from RingCentral and Google, not from us.
Calls
58 / 58
SMS
41 / 41
Email
44 / 43
1 message failed normalization · replay available
96% of participants resolved automatically
Jul 4 Aug 2
2
2 items in review — oldest is unknown number +1 305 555 0187·5 interactions·drafted as Teresa Ibarra, Ibarra Cabinetry
9 business hours left
Review
Rob Okafor — Okafor Development Group Provisional · created automatically Wed
Confirm or merge

Open commitments

What Who Counterparty Due Source
Send Peter Novak the revised quote with bulk pricing
AR
Alex Rivera
Peter Novak
Novak & Sons Construction
Jul 31overdue by 2 days
from call, Jul 31 →
Send updated Brightline Interiors proposal
SW
Sam Whitfield
Carla Jimenez
Brightline Interiors
Aug 3tomorrow
from text, Aug 1 →
Verify mailing address for Okafor Development
MC
Maya Chen
Rob Okafor
Okafor Development Group
Aug 4in 2 days
from email, Jul 29 →
Confirm install crew availability
SW
Sam Whitfield
Carla Jimenez
Brightline Interiors
Aug 6in 4 days
from call, Jul 30 →
Have the full order on site for Novak & Sons
MC
Maya Chen
Peter Novak
Novak & Sons Construction
Aug 14in 12 days
from call, Jul 31 →
sonnet-5 · p7

This week’s signals

Opportunity signal Auto
Novak & Sons may reorder roughly $48k in materials; Alex flagged competitor pressure on price.
Peter Novak · Novak & Sons Construction
sonnet-5 · p7
Risk Auto
Meridian is quoting Novak & Sons about 8% under our current pricing.
Peter Novak · Novak & Sons Construction
sonnet-5 · p7

Activity

Maya Chen ↔ Rob Okafor Sat 5:40pm
Confirmed mailing address on file for the new Okafor Development contact.
Sam Whitfield ↔ Carla Jimenez Sat 11:05am · 6 min
Discussed install crew availability for the Brightline Interiors job.
Alex Rivera ↔ Peter Novak Fri 2:22pm · 14 min
Reorder discussion; Alex committed to a revised quote, Peter flagged Meridian’s pricing.
Sam Whitfield ↔ Carla Jimenez Fri 4:10pm
Sent proposal follow-up, awaiting response.
Dana Halloran ↔ Peter Novak Fri 9:30am · 4 min
Checked in ahead of Tuesday’s site visit.
Sam Whitfield ↔ Unknown +1 305 555 0187 Thu 3:52pm
Second inbound text from the unidentified number; still unmatched.
Sam Whitfield ↔ Unknown +1 305 555 0187 Thu 9:12am · 3 min
First contact; caller introduced herself as Teresa, over at Ibarra Cabinetry.
Maya Chen ↔ Peter Novak Thu 8:15am
Sent the standard order-confirmation template.