Train Maximus The flag → note → apply loop
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Train Maximus
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Live NNirav
Agents Calls Notes 2 Audit log Settings

Your team

Tuesday, May 5, 2026 · 6:14 AM · last sync 12 sec ago

142Calls overnight
128Pass
11Soft fail
3Hard fail
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Live
Receptionist
Answers inbound calls, books, routes, captures intent.
24 calls 22 booked 2 hard fail
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Live
Dispatcher
Routes the right tech to the right job at the right time.
18 jobs 4.6h avg ETA 1 soft fail
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Live
Collections
Chases unpaid invoices past 30 days. Polite. Persistent.
$8,420 recovered 14 sent
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Live
Reactivation
Wakes dormant customers with seasonal offers + maintenance prompts.
62 reached 9 booked
Live
Reviews
Asks for reviews after every completed job. Times the ask right.
8 new 5☆ 4.86 avg
Live
Confirmer
5-touch cadence to prevent no-shows. Same-day reminders.
31 confirmed 0 no-shows
Live
Briefer
Morning rundown. Money, calls, techs, what needs you.
Sent 5:42 AM 3 flags
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Paused
Marketer
Social posts + email content + ad creative drafts queued for review.
4 drafts 2 need approval
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Receptionist

Last 24 hrs · 24 calls · 2 hard fails flagged for review
← Back to all agents
Recent calls — flagged first
04:57 AM (407) 555-0142 · "AC stopped working, need a tune-up" · 2:14 Hard fail 2:14
06:08 AM (407) 555-0398 · New install quote, scheduled Thursday 10 AM · 3:02 Pass 3:02
05:31 AM (321) 555-0271 · Capacitor replacement booked, Sam dispatched · 1:48 Pass 1:48
03:12 AM (407) 555-0089 · Maintenance plan question, callback 8 AM · 1:22 Soft fail 1:22
Caller: Mrs. Henderson Number: (407) 555-0142 Time: 04:57 AM Outcome: No booking

Transcript snippet

CallerHi, my AC stopped working last night. I think I need a tune-up?
MaximusSorry to hear that. We can definitely help. We don't currently offer tune-ups in our service menu, but I can book you a diagnostic visit for tomorrow.
CallerOh. Okay. Let me think about it. I'll call back.
MaximusOf course. Thanks for calling.
[Call ended — no booking]

Maximus's read

⚠ Hard fail · routing miss
Caller used “tune-up” to mean maintenance check. I matched the literal phrase to your service menu, found no match, and offered a paid diagnostic instead. The customer disengaged. Estimated revenue at risk: $187.

Train me — one line, plain English

Your note ships to the team. Rollback is one click. Audit log keeps every change.

Audit log · last 24 hrs

Mon 11:42 PM Note applied to Reactivation: “Skip customers we serviced in the last 90 days.” Nirav
Mon 03:18 PM Reviews: tone setting changed from “casual” to “warm-professional.” Nirav
Sun 09:04 AM Collections: pause window extended from 7 to 14 days for contracts >$5K. Nirav
01 The dashboard

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