Team Workflow

CRM, lead management, tasks, goals, and team analytics

Coming in PRO v2.0 — Team Workflow is currently in development and will be available in a future release.

What is Team Workflow?

Team Workflow is Revol’s upcoming CRM and team productivity suite. It turns AI-generated leads into a structured sales pipeline with tasks, goals, and performance analytics.

While the Agents Platform handles customer conversations, Team Workflow handles what happens after — lead qualification, task assignment, goal tracking, and team performance reporting.

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Planned Features

Leads Pipeline

Capture leads from AI agent conversations automatically. Manage leads through customizable pipeline stages — from initial contact to closed deal.

Tasks

Assign follow-up tasks to team members based on conversation outcomes. Track completion, deadlines, and priorities.

Goals

Set team and individual targets — number of leads processed, response time, conversion rate. Track progress in real time.

Reports & Analytics

Performance dashboards with team metrics, lead conversion funnels, response time analytics, and revenue tracking.

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Lead Flow: From Agent to Team

1. AI Agent Handles Conversation

   Your AI agent chats with a visitor on the website, Telegram, or phone. It answers questions, qualifies the lead, and collects contact information.

2. Lead Created Automatically

   When the conversation meets your criteria (e.g., visitor asked for pricing, left a phone number), a lead is created in the pipeline automatically.

3. Team Takes Over

   A team member is assigned to the lead. They see the full conversation history, visitor tracking data, and agent’s assessment.

4. Track to Completion

   Move leads through pipeline stages, add tasks, set follow-up reminders, and track conversion.

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Team Management

Feature	Description
My Team	Invite team members, assign roles and permissions
Workload	See who’s handling how many leads and tasks
Performance	Compare team members by response time, conversion rate, customer satisfaction
Notifications	Real-time alerts for new leads, overdue tasks, and goal milestones

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How It Connects to Agents Platform

Team Workflow extends the Agents Platform with human-in-the-loop capabilities:

• Conversation history — full chat transcripts and call recordings attached to each lead
• Visitor tracking — session data, pages visited, UTM source linked to leads
• Agent insights — AI-generated lead summaries and qualification scores
• Webhook integration — push leads to external CRMs via the existing webhook system

Team Workflow will be available as part of the PRO v2.0 release. Follow our updates for launch announcements.