Dashboard
Start with the leasing work that needs a person, then scan the rest.
AI leasing agent has launch blockers
Review these before relying on the AI for live chat, SMS, email, tours, and handoffs.
High-priority AI issues are open
Review and resolve the open items before production launch.
Hot Responses
8 may need a person · 4 AI handling
12
Needs Human Follow-Up
38 tasks · 94 AI reviews · 12 tour requests
162
Missing Phone Calls
25 open call tasks · 4 no-contact leads need today's call
29
Today Queue
The shortest path through the human leasing work that can move tours forward.
Warm lead may need a person
Nick.Leap@merakiapts.com
Responded 90 days ago · Tour Scheduled · Re: Tour confirmed - Bulldog Crossing - Thanks. I would actually like to change that time to 11am.
Warm lead may need a person
Avery Cole
Responded 97 days ago · Tour Scheduled · Yes, can I see it this week?
Warm lead may need a person
+19122852738
Responded 6 days ago · Active · Inbound phone call received.
Warm lead may need a person
+17065108321
Responded 40 days ago · Active · Inbound phone call received.
Warm lead may need a person
+17065108376
Responded 54 days ago · Active · Inbound phone call received.
Warm lead may need a person
+17069369785
Responded 70 days ago · Active · Inbound phone call received.
Warm lead may need a person
SMS Loop Test
Responded 89 days ago · Active · Closed-loop reply BCRM-SMS-LOOP-20260626212051-VFASU: This is the controlled test reply for CRM inbound SMS verification.
Warm lead may need a person
Priya Shah
Responded 97 days ago · Active · Yes, can I see it this week?
Confirm requested tour time
Noah Brooks
Requested Jun 21, 5:01 PM. Tour Requested · (706) 555-0107 · noah.brooks@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:21 PM
Confirm requested tour time
Avery Cole
Requested Jun 25, 2:39 PM. Tour Scheduled · (706) 555-0105 · avery.cole@example.com · Assigned to Property Manager
Human Timer SLA
Only work where a person owes the next move.
Open Timers
12
Overdue
0
Accepted Handoffs
0
Completed 7 Days
0
Avg Completion
No completions
Taylor Chatbot Test · due Sep 24, 7:12 AM · Tour Requested
Website chat handoff by chat. Latest message: I am Taylor Chatbot Test. I am looking for a 2 bedroom for August and care most about quiet and parking...
Nick.Leap@merakiapts.com · due Sep 24, 7:12 AM · Tour Scheduled
Inbound email task needs human follow-up by email. Latest message: Thanks. I would actually like to change that time to 11am. Human timer: respon...
SMS Loop Test · due Sep 24, 7:12 AM · Active
Inbound SMS tour request needs human scheduling by sms. Latest message: Closed-loop reply BCRM-SMS-LOOP-20260626211700-ZWFVZ: I'm still looking for a...
+17065108321 · due Sep 24, 7:12 AM · Active
Inbound call from +17065108321. Twilio is routing the caller through the call tree. Lead is after hours. Prospect should get a call or virtual-tour a...
+16783169141 · due Sep 24, 7:12 AM · Active
Inbound SMS needs human review by sms. Latest message: I just wonder what time they were gonna bring my car Thank you Jessie Israel Human timer: resp...
+19122852738 · due Sep 24, 7:12 AM · Active
Inbound call from +19122852738. Twilio is routing the caller through the call tree. Three staff attempts have been reached. Prospect should get a cal...
+17069369785 · due Sep 24, 7:35 AM · Active
Inbound call from +17069369785. Twilio is routing the caller through the call tree. Three staff attempts have been reached. Prospect should get a cal...
Missing Phone Calls
Open call tasks and no-contact prospects who still need today's phone touch.
Open Call Tasks
8Keep Warm · (706) 555-0101 · maya.patel@example.com · Assigned to Leasing Agent · follow up Jul 5, 6:07 PM
Keep Warm · +15005550006 · AI / unassigned · follow up Jul 5, 6:07 PM
First Contact Attempt · +16037597360 · AI / unassigned · follow up Jun 25, 1:00 PM
Tour Scheduled · Nick.Leap@merakiapts.com · AI / unassigned
Keep Warm · (706) 555-0101 · maya.patel@example.com · Assigned to Leasing Agent · follow up Jul 5, 6:07 PM
Keep Warm · +15005550006 · AI / unassigned · follow up Jul 5, 6:07 PM
Tour Scheduled · Nick.Leap@merakiapts.com · AI / unassigned
Tour Requested · 706-555-0198 · taylor.chatbot.test+wp@bulldogcrossing.test · AI / unassigned · follow up Jun 26, 2:38 PM
No-Contact Leads Missing Today’s Call
4First Contact Attempt · (706) 555-0102 · jordan.reed@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:06 PM
Second Contact Attempt · (706) 555-0103 · sofia.martinez@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:16 PM
Third Contact Attempt · (706) 555-0104 · ethan.kim@example.com · Assigned to Leasing Agent · follow up Jun 19, 5:31 PM
Leasing Snapshot
Useful context after the priority queue is handled.
New today
0
Active
7
Tours requested
12
Tours scheduled
6
Tours completed
1
Due follow-ups
15
Keep warm
3
Do not contact
5
New to tour scheduled
14%
Scheduled to completed
17%
Leads By Pipeline Stage
Stage IDs stay stable when names are edited.
Leads By Source
Current source counts for starter reporting.
| Source | Type | Leads |
|---|---|---|
| Apartments.com | listing service | 1 |
| Closed-loop SMS test | unknown | 1 |
| Direct Email | 7 | |
| Facebook Marketplace | listing service | 1 |
| Inbound Phone Call | unknown | 4 |
| paid social | 1 | |
| Manual Entry | manual | 2 |
| Meta | paid social | 1 |
| Production SMS Test | unknown | 1 |
| RentCollegePads | listing service | 1 |
| Twilio Production Test | listing service | 1 |
| UGA Off-Campus Housing | listing service | 1 |
| Unknown Listing Service | unknown | 1 |
| Website | website | 2 |
| Website Chatbot | website | 2 |
| Website Tour Booking | website | 1 |
| Zillow | listing service | 1 |