MIS and lead dashboard
Kept current together with your sales team.
- Leads by source
- Follow-up status
- From first touch to close
AI agency · Operations
Operations agents: reports, dashboards and plans that stay current
Operations automation with agents: they compile the MIS, keep the lead and order dashboards up to date and line up the production plan, so nobody rebuilds the report every week.
Our operations agents keep the MIS and lead dashboard current with your sales team, report on ad performance, plan production, and keep order and customer tracking dashboards up to date.
- People review what goes live
- Limits you approve
- Reports that stay current
Plan your AI agents
Tell us where the manual work sits. We call you to scope it.
- No obligation
- We reply by call or WhatsApp
- Scoped to your brief
Captions onCut for 16:9 and 9:16
See Operations agents in action
A short walkthrough of how we run this with clients: what we need from you, what we do, and what you get back.
- What we do, shown on screen, not just described
- Who does what: our team, our agents and you
- What you get back, and when
Video slot. Shoot it, name it ai-automation-operations-agents-reel.mp4 (plus ai-automation-operations-agents-reel-poster.jpg), put both in media/ and rebuild.
What the operations agents do
Reporting
Reports that follow the funnel, stage by stage.
- Impressions, clicks, leads, sales and revenue
- What each rupee of spend produced
Production and order planning
Plans that turn the calendar or the order book into work.
- Shoots and assets lined up before they are booked
- Orders assigned to the people who will make them
Order and customer tracking
One record from customer to order to item.
- Customer, order and item linked
- Payments received and pending calculated
- Each item assigned to one team member
Operations in practice
For Suit Up by Kailash Talreja, a Delhi bespoke tailor, the order dashboard links each customer to their orders and each garment to the team member making it, and calculates what has been paid and what is pending.
Dashboards agents keep current
Examples with client details blurred.
Image slots. Drop real images named ai-automation-operations-agents-gallery-1.webp onward into media/. Blur client names and patient or customer details in screenshots.
Questions about operations agents
What counts as operations automation?
The repeating back-office work around marketing and sales: MIS, lead and order dashboards, reporting and planning. The audit marks which of these steps are still done by hand and could move to an agent.
What is in the MIS and lead dashboard?
It tracks leads from first touch to close: where each came from, what follow-up has happened and what the outcome was, kept current with your sales team.
Find the reports you still build by hand
The audit marks the manual steps in your operations and which could move to an agent.