> ## Documentation Index
> Fetch the complete documentation index at: https://revolai.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Workflow

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

<Info>
  **Coming in PRO v2.0** — Team Workflow is currently in development and will be available in a future release.
</Info>

## 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.

***

## Planned Features

<CardGroup cols={2}>
  <Card title="Leads Pipeline" icon="user-plus">
    Capture leads from AI agent conversations automatically. Manage leads through customizable pipeline stages — from initial contact to closed deal.
  </Card>

  <Card title="Tasks" icon="list-check">
    Assign follow-up tasks to team members based on conversation outcomes. Track completion, deadlines, and priorities.
  </Card>

  <Card title="Goals" icon="bullseye">
    Set team and individual targets — number of leads processed, response time, conversion rate. Track progress in real time.
  </Card>

  <Card title="Reports & Analytics" icon="chart-line">
    Performance dashboards with team metrics, lead conversion funnels, response time analytics, and revenue tracking.
  </Card>
</CardGroup>

***

## Lead Flow: From Agent to Team

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Team Takes Over">
    A team member is assigned to the lead. They see the full conversation history, visitor tracking data, and agent's assessment.
  </Step>

  <Step title="Track to Completion">
    Move leads through pipeline stages, add tasks, set follow-up reminders, and track conversion.
  </Step>
</Steps>

***

## 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            |

***

## 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

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