🔔 Monitoring & Reporting Agent
Proactive AI business analyst — continuously watches CRM & revenue metrics, detects trends/anomalies, and emails LLM-written insights.
○ Off✉ SMTP not set0 recipients
Last monitoring run
No runs yet — click “Run Now”.
How this agent works
1 · Monitor
Tracks revenue, leads, conversion, pipeline, stalled deals, tickets & churn from live Zoho data.
Tracks revenue, leads, conversion, pipeline, stalled deals, tickets & churn from live Zoho data.
2 · Detect
LLM + rules flag drops/spikes, declining conversion, stalled opportunities & emerging risks.
LLM + rules flag drops/spikes, declining conversion, stalled opportunities & emerging risks.
3 · Analyze
Generates summary, root-cause, business impact & recommended actions.
Generates summary, root-cause, business impact & recommended actions.
4 · Notify
Emails reports to recipients on schedule, plus instant alerts when a rule trips.
Emails reports to recipients on schedule, plus instant alerts when a rule trips.
📅 Twice-daily h (default)📅 Weekly 📅 Monthly 🕒
Revenue Won
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current
Deals Created
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current
Leads Created
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current
Lead Qual. Rate
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current
Open Pipeline
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current
Stalled Deals
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current
Open Tickets
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current
Churn-Risk Accts
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current
Alert Rules0
✨ Describe a rule in plain English — the agent configures it for you:
whencooldownh
No rules yet
Agent Task History
0
No tasks yet — click “Run Now” to generate the first report.
📅 Report ScheduleTwice daily
Next run: — ·
✉ Email (SMTP)Setup needed
Gmail → Account → Security → 2-Step Verification → App passwords. Paste the 16-char code here (not your login password).
Recipients0
No recipients