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Nathan
NM

GraftPal AI

GraftPal AI — General assistant
NM
Nathan 9:32 AM

Summarise my pipeline and show me the top leads this week. Also, are there any overdue tickets I should know about?

GraftPal AI 9:32 AM
Prospecting Agent — Scanning pipeline data...

Here's your pipeline overview for this week:

Active Leads
18
↑ 4 from last week
Pipeline Value
£42,600
↑ 22% this month
Win Rate
41%
↑ 3% vs last month

Top Leads by Score:

Lead Score Source Value
Halo Fitness Studios
94
Referral £8,400
Riverview Dental Clinic
89
Google Ads £5,200
Greenleaf Landscaping
83
Website £3,600
The Brewed Awakening (Café)
76
Instagram £2,800
Oakmere Property Group
71
LinkedIn £12,000
Support Agent — Checking ticket SLAs...

⚠️ 2 overdue tickets found:

1. #TK-0127 — "Social media assets not delivered" for Halo Fitness Studios — overdue by 2 days (Priority: High)
2. #TK-0124 — "Landing page revision request" for Riverview Dental — overdue by 1 day (Priority: Medium)

I'd recommend addressing the Halo Fitness ticket first — they're your highest-scored lead and this could affect conversion. Would you like me to draft a response for either ticket?

NM
Nathan 9:34 AM

Yes, draft a response for Halo Fitness. Also, generate a blog post about "5 Ways Small Businesses Can Maximise Their Google Ads Budget" — we'll use it in next week's email campaign.

GraftPal AI 9:34 AM
Support Agent — Drafting ticket response...
Content Agent — Writing blog post...

Ticket #TK-0127 — Draft Response:

Shall I send this response, or would you like to edit it first?

Blog Post — "5 Ways Small Businesses Can Maximise Their Google Ads Budget"

✅ Draft complete — 720 words, SEO-optimised with 2 internal links to your Google Ads management service page. Saved to your Content hub as a draft article.

📄 View in Content Hub →

Sales Agent is analysing follow-up opportunities...
GraftPal AI
Your intelligent business assistant
Chat with your AI copilot, deploy autonomous agents for prospecting, content, support, and sales — all grounded in your live CRM data.
AI Agents
Prospecting Agent
Qualify leads and prioritise outreach based on your ideal customer profile.
● Running — 18 leads scored
Content Agent
Generate blog posts, emails, and marketing copy in your brand voice.
● Writing blog post...
Support Agent
Draft ticket responses using your knowledge base and past resolutions.
● 2 tickets flagged
Sales Agent
Manage sequences, draft proposals, and track deal insights.
○ Analysing pipeline...
Today's Snapshot
Revenue (MTD)
£14,800
↑ 28% vs Feb
Active Campaigns
6
↑ 2 launched today
Open Tickets
5
2 overdue
Proposals Sent
4
1 accepted today
Recent Activity
Invoice #INV-204 paid by Halo Fitness — £4,200
8 min ago
New lead: Oakmere Property Group via LinkedIn
26 min ago
Ticket #TK-0129 opened by Greenleaf Landscaping
1 hr ago
Email campaign "Spring SEO Tips" sent — 1,240 recipients
2 hrs ago
Proposal accepted: Riverview Dental — Brand Package £5,200
3 hrs ago
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