Open Outreach, AI Agents, and click Team metrics for team results. Click the Past tab to see each thing an agent did or tried to do.
Team metrics
The page covers a period such as the last 30 days and the number of reps. The top cards show:
- Open SLA breaches is the number of leads that waited longer than your response target.
- Agent runs is how many times the agents ran.
- Touches is how many follow-ups they made.
- Approvals executed is the drafts you approved and sent.
- Auto-executed is the actions taken without asking. This is 0 while automatic actions are off.
- Reply outcomes (48h) is the replies that came within two days.
Below the cards, Team outcomes by module follows a module's leads through Touched, Contacted, Replied and Won, and shows the overall conversion. Team Pipeline Scan hygiene shows pipeline cleanup. Use the menu to pick a module.
The Past tab
Open Outreach, AI Agents, then Past. Each row is one agent action, with a status such as Scheduled, a short description such as "Action taken for (lead)", the lead and when it happened.
Rows can say:
- Action taken for a lead.
- No action for a lead, with the reason, such as Skipped.
- Could not complete for a lead, with the error, such as "Mailbox not connected".
Use the search box and the filters All triggers, All Leads, All time and All results to narrow the list.
If it did not work
The numbers are all 0. The agents have not run in this period yet. Check that the Follow-Up Agent is on.
I see an error on a row. Read the reason on the row, such as a mailbox that is not connected, and fix that. See Why did FlowForce AI do something I did not expect?.