CRM & analytics

Auto-lead creation

Every completed call runs through the post-call AI pipeline which outputs a structured analysis (summary, sentiment, lead temperature, entities). The pipeline then upserts a CRM lead:

1. Contact match — existing contact looked up by(workspace_id, phone_e164); created if not found.
2. Lead — one row per call, links to the contact, stores the AI verdict.
3. Stage — defaults from temperature: hot → qualified, warm → contacted, cold → new, dead → lost.

Kanban

The board at /workspace/crm shows leads by stage. Drag a card to move stages; the lead detail pane shows the originating call transcript + summary.

Analytics dashboards

/workspace/analytics ships these tiles (last 30 days):

• Total calls + inbound vs outbound split
• Average call duration
• Sentiment donut
• Lead temperature donut
• Daily call volume line chart
• Top agents by call count

Search

Full-text search over transcripts is exposed at /workspace/calls?q=.... Backed by a FULLTEXT index oncall_transcripts.text; results show the matching turn plus 2 turns of context.

Export

Every list view has a “Download CSV” button. Streaming export so a 50k-row CSV doesn't spike memory.