We currently work with multiple pipelines, each with agents specifically assigned based on the workflow.
We’ve noticed that on the task dashboard, all agents can see everyone else’s tasks, which creates operational noise and makes it difficult to focus on the tasks relevant to each team or workflow.
It would be very helpful to have a segmented or individual view per agent (or per funnel), where each user can see only the tasks related to their assignments. This would help improve organization, productivity, and operational clarity within the platform.
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In Review
Feature Request
About 2 months ago

Renata Perkins Renata Perkins
Get notified by email when there are changes.
In Review
Feature Request
About 2 months ago

Renata Perkins Renata Perkins
Get notified by email when there are changes.