Portfolio Summary — All Clients
WAG Outreach — Email Blast & Voicemail Drop
Client Accounts
Debtor / Account Client Phone Balance Placed Status
Existing Resellers
Create New Reseller
Third-Party Agency Management
Active Assignments
Recalled / Closed
Performance
Assign Account
Agency Account Client Balance Reported Assigned Actions Loading...
Agency Account Status Balance Reported Recalled Reason Loading...
Routing Rules & Partner Directory
Rules
Partners
Test Rule
Filter by client:
All clients + New Rule
Priority Client Rule Trigger Action Partner Active Loading...
Name Type Contact Commission States Active Loading...
Pending Proposals — Resolve Portal & Voice Agent
Source Date Account Name
Balance Down Monthly Term
Email Status Actions
Loading…
Resolve Portal — Pending Proposals
Pending
Accepted
Declined
All
Submitted Account Name
Down Monthly Term
Waiver Status Decided by Actions
Loading…
Client Voice Numbers & Agents
Each inbound SignalWire DID is mapped to a client so calls pick up the right agent name, voice, and greeting automatically. The DID is what the SignalWire answer webhook uses to route.
Client SignalWire Number Agent Name
Voice ID Greeting Calls (30d) Loading…
Contact Rules — Per-Status Eligibility
Toggle which channels are permitted for each account status. Voice agent and email blast read this matrix to decide whether an account is contactable; a change here takes effect on the next call / blast. Per-account do_not_* overrides still apply on top.
Status Call Email Voicemail Portal
Reason / Note Updated
Loading…
Continual Learning — Interaction Analytics
Metrics
Insights
Flagged Calls
Account Timeline
Prompt Versions
Window:
1 day
7 days
30 days
90 days
Version Calls Avg Score Arrangements Transfers —
Date Account Score Disposition Notes Loading...
Version Calls Avg Score Active Loading...