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
6 may need a person · 3 AI handling
9
Needs Human Follow-Up
38 tasks · 78 AI reviews · 12 tour requests
141
Missing Phone Calls
22 open call tasks · 4 no-contact leads need today's call
26
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 39 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 46 days ago · Tour Scheduled · Yes, can I see it this week?
Warm lead may need a person
+17065108376
Responded 4 days ago · Active · Inbound phone call received.
Warm lead may need a person
+17069369785
Responded 19 days ago · Active · Inbound phone call received.
Warm lead may need a person
SMS Loop Test
Responded 39 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 46 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
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
Confirm requested tour time
Taylor Chatbot Test
Requested Jun 26, 2:15 PM. Tour Requested · 706-555-0198 · taylor.chatbot.test+wp@bulldogcrossing.test · AI / unassigned · follow up Jun 26, 2:38 PM
Human Timer SLA
Only work where a person owes the next move.
Open Timers
9
Overdue
0
Accepted Handoffs
0
Completed 7 Days
0
Avg Completion
No completions
Taylor Chatbot Test · due Aug 5, 2:52 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 Aug 5, 2:52 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 Aug 5, 2:52 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...
+17065108376 · due Aug 5, 3:04 AM · Active
Inbound call from +17065108376. Twilio is routing the caller through the call tree. Lead is after hours. Prospect should get a call or virtual-tour a...
+17069369785 · due Aug 5, 3:26 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...
SMS Loop Test · due Aug 5, 9:22 AM · Active
After-hours prospect response. AI asked for a good call or virtual-tour time.
Nick.Leap@merakiapts.com · due Aug 5, 3:04 PM · Tour Scheduled
Manual email sent CRM reply path test
Needs Human Follow-Up
Work these first. These are items where AI has stopped, asked for help, or the lead is waiting on a person.
Due Tasks
8Maya Patel · due Jun 19, 5:46 PM · Leasing Agent
Starter manual task for testing the calendar workflow.
Avery Cole · due Jun 19, 6:00 PM · Property Manager
Follow up today at 2:00 PM with available tour windows and private bathroom details.
Nick.Leap@merakiapts.com · due Jun 26, 11:00 AM
Re: Tour confirmed - Bulldog Crossing Thanks. I would actually like to change that time to 11am.
Nick.Leap@merakiapts.com · due Jun 26, 3:00 PM
Re: CRM reply path test Testing the response.
AI Email Cycle Test · due Jun 26, 8:39 PM · Property Manager
bulldogcrossingleasing@gmail.com booked a tour for Sat, Jun 27, 3:30 PM from public tour booking page.
AI Email Cycle Test · due Jun 26, 8:57 PM · Property Manager
Avery Test changed a tour for Tue, Jun 30, 2:00 PM from public tour booking page.
AI Email Cycle Test · due Jun 26, 8:58 PM · Property Manager
bulldogcrossingleasing@gmail.com changed a tour for Sat, Jun 27, 3:00 PM from inbound email.
AI Email Cycle Test · due Jun 26, 9:00 PM
Re: Bulldog CRM manual loop test [BCRM-MANUAL-20260626203205] Loop reply BCRM-MANUAL-20260626203205
AI / Human Review
8Inbound call: answer or call back was due 0 minutes ago.
Remind Property Manager to complete this timer.
Aug 3, 9:43 AM
Lead was created 28 minutes ago and has no recorded outbound touch.
Send the first response or assign the lead to a responsible leasing person.
Jul 31, 9:52 PM
Last response was 12 minutes ago.
Open the lead and complete the next human follow-up or confirm AI already handled it.
Jul 31, 9:36 PM
SMS: opted_out; email: opted_out; DNC: yes.
Verify allowed outreach channels before sending manual or automated messages.
Jul 29, 7:46 PM
SMS: opted_out; email: opted_out; DNC: yes.
Verify allowed outreach channels before sending manual or automated messages.
Jul 29, 7:36 PM
Lead may be missing source history or has a channel that should be reviewed before outreach.
Fix source history and verify allowed outreach channels.
Jul 31, 9:36 PM
Lead is high priority but has no responsible staff owner.
Assign this lead to the leasing person responsible for the next touch.
Jul 31, 9:36 PM
SMS: unknown; email: unknown; DNC: no.
Verify allowed outreach channels before sending manual or automated messages.
Jul 31, 9:28 PM
Tour Requests
8Noah Brooks · requested Jun 19, 5:01 PM
Requested time: Jun 21, 5:01 PM
Avery Cole · requested Jun 25, 2:39 PM
Requested time: Jun 25, 2:39 PM
Avery Cole · requested Jun 25, 2:39 PM
Requested time: Jun 25, 2:39 PM
Taylor Chatbot Test · requested Jun 26, 2:15 PM
Requested time: Jun 26, 2:15 PM
SMS Loop Test · requested Jun 26, 9:14 PM
Requested time: Jun 26, 9:14 PM
SMS Loop Test · requested Jun 26, 9:17 PM
Requested time: Jun 26, 9:17 PM
AI Email Cycle Test · requested Jun 26, 9:36 PM
Requested time: Jun 26, 9:36 PM
AI Email Cycle Test · requested Jul 24, 6:36 AM
Requested time: Jul 24, 6:36 AM
Human Takeover
5Active · +17065108376 · AI / unassigned · follow up Jul 31, 9:29 PM
Inbound phone call to the Bulldog Crossing Twilio number.
Active · +17069369785 · AI / unassigned · follow up Jul 16, 4:23 PM
Inbound phone call to the Bulldog Crossing Twilio number.
Tour Scheduled · (706) 555-0105 · avery.cole@example.com · Assigned to Property Manager
Asked whether tours are available this week.
First Contact Attempt · +16037597360 · AI / unassigned · follow up Jun 25, 1:00 PM
Production test lead for No Contact SMS automation. Consented sandbox recipient.
Active · (706) 555-0106 · priya.parent@example.com · Assigned to Property Manager
Parent helping a student compare housing close to UGA.
Due Lead Follow-Up
8New Prospect · bulldogcrossingapt@gmail.com · AI / unassigned · follow up Jun 20, 3:55 AM
Internal production Mailgun send test requested by admin.
First Contact Attempt · +16037597360 · AI / unassigned · follow up Jun 25, 1:00 PM
Production test lead for No Contact SMS automation. Consented sandbox recipient.
Tour Requested · 706-555-0198 · taylor.chatbot.test+wp@bulldogcrossing.test · AI / unassigned · follow up Jun 26, 2:38 PM
Website chatbot intake. Bedroom preference: 2 bedroom. Transcript: visitor: I am Taylor Chatbot Test. My email is taylor.chatbot.test+wp@bulldogcross...
Active · +17067057785 · AI / unassigned · follow up Jun 26, 9:20 PM
Automated closed-loop SMS test BCRM-SMS-LOOP-20260626212051-VFASU.
Keep Warm · (706) 555-0101 · maya.patel@example.com · Assigned to Leasing Agent · follow up Jul 5, 6:07 PM
Looking for a quieter place near UGA for fall.
Keep Warm · +15005550006 · AI / unassigned · follow up Jul 5, 6:07 PM
Internal production Twilio send-path test requested by admin.
Active · +17069369785 · AI / unassigned · follow up Jul 16, 4:23 PM
Inbound phone call to the Bulldog Crossing Twilio number.
Active · +17065108376 · AI / unassigned · follow up Jul 31, 9:29 PM
Inbound phone call to the Bulldog Crossing Twilio number.
Leasing Snapshot
Useful context after the priority queue is handled.
New today
0
Active
4
Tours requested
12
Tours scheduled
6
Tours completed
1
Due follow-ups
12
Keep warm
3
Do not contact
5
New to tour scheduled
15%
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 | 2 |
| paid social | 1 | |
| Manual Entry | manual | 1 |
| 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 |