👥 Employees

Every Rep, Measured Honestly

Shift status, call volume, leads held, follow-ups pending and conversion — per representative, from real activity rather than self-reported numbers.

How does Allota AI track field representatives?

The Employees module shows each representative with their territory, shift status, assigned lead sources and live counts of leads held, follow-ups pending, dead leads and AI-analysed calls. Because the call data comes from actual recordings rather than manual entry, the numbers reflect work done rather than work reported.

Leads · Calls · Follow-upsPer rep
Active or completedShift
By sourceAuto-assign
One clickTranscripts
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Measured from activity, not from a form

Traditional field reporting asks the representative to record their own day. Allota AI derives it: calls come from recordings, leads from the Lead Center, follow-ups from what was actually scheduled. Nobody fills in a timesheet, and nobody can inflate one.

What each representative card shows

  • Territory and contact — where they operate
  • Shift status — Active Shift or Shift Completed
  • Leads held, follow-ups pending and dead leads
  • AI-analysed call count with a direct link to their transcripts and summaries
  • Auto-assign sources — which lead sources route to them automatically

Routing leads to the right person

Each rep can own specific sources. IndiaMART enquiries to the rep who handles franchise conversations, Meta leads to another. Assignment happens at ingestion, so nobody triages a shared queue and leads do not sit unclaimed.

When the match is wrong, Leads Reassign moves them without losing history.

❓ Questions

Frequently asked questions

Is this employee surveillance?
It measures work output — calls made, leads handled, follow-ups kept — not location or personal activity. The data comes from the CRM's own records rather than any monitoring of the individual.
Can a manager read a specific rep's calls?
Yes, each representative card links directly to their transcripts and AI summaries.
What does Active Shift mean?
It reflects whether the representative is currently within their logged working session, alongside their daily call duration.
Keep exploring

Where to next

RelatedAI Calls Summary →The call data behind the numbers. RelatedLeads Reassign →Act on what the numbers show. CommercialPricing →What the Core Suite includes.

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