AM Workbench

The agent's
command center

Stop agents working from static spreadsheets. AM Workbench puts every account in risk-priority order, with full context, one-click actions, and structured outcomes — so every minute counts.

AM Workbench — Priority Queue
Live
90+ DPD
60 DPD
30 DPD
12 accounts
Jean-Baptiste, Marc HIGH
ACC-00124 · 94 DPD · $2,840 · Telecom — Post-paid
Antoine, Sylvie MED
ACC-00217 · 62 DPD · $1,150 · Telecom — Post-paid
Next
Louis, Pierre-André
ACC-00308 · 31 DPD · $670
+10 more
Disposition — Jean-Baptiste, Marc
24
Calls
87%
Connect
6
PTPs
$12.4K
Recovered
Prioritized queues

Accounts served in risk order, not alphabetical

Every account in an agent's queue is sorted by risk score — days past due, balance, service type, and contact history — before the agent sees it. No manual prioritization. No missed high-risk accounts buried at the bottom of a spreadsheet.

  • Risk-scored order: 90+ DPD first, then 60, then 30
  • Callbacks resurface automatically at the scheduled time
  • Multiple queue sets — different strategies for different segments
  • Agents never skip accounts — queue is locked until disposition is set
Queue — 90+ DPD Segment — 12 accounts
94
Jean-Baptiste, M.
$2,840 · Risk: HIGH
91
Morales, C.
$1,920 · Risk: HIGH
90
Dupont, F.
$880 · Risk: MED
+ 9 more accounts
JB
Jean-Baptiste, Marc
+509 3700-0124 · ACC-00124
In call — 2:14
Send SMS to this account
Call log — last 3 contacts
May 8 — Connected, 4:32 — PTP set
May 5 — No answer
May 1 — No answer
Click-to-call & SMS

One click. Full call log. Disposition on hang-up.

Agents call from the queue with one click — no dialing, no tab-switching. The call log records duration, connection status, and links to the disposition set. SMS outreach is tracked the same way, with delivery status per message.

  • Click-to-call from the queue row — no manual dialing
  • Full call history on the account — every contact, every outcome
  • SMS sent from queue, with tracked delivery status
  • Disposition prompt appears on call end — no skipping
Disposition workflow

Structured outcomes. No free-text notes that disappear.

Every contact ends with a disposition — a structured outcome selected from a defined set. Dispositions drive queue logic: a PTP sets a follow-up, a dispute flags the account for review, "no answer" routes to the SMS cadence automatically.

PTP
Promise to pay — sets follow-up date, moves to PTP queue
Paid
Payment confirmed — account closed from collections
Callback
Agent-set callback — resurfaces at scheduled time
Dispute
Account disputed — flagged for supervisor review
Supervisor view

Live queue status. Every agent. All at once.

Supervisors see every agent's live queue, call status, and daily performance without leaving their dashboard. No need to ask agents for updates. No spreadsheet roll-ups. Real-time visibility from one screen.

Supervisor — Agent Performance Today
AM
Agent Marie18 calls · 7 PTPs
JP
Agent Jean-Pierre24 calls · 6 PTPs
CL
Agent Clara11 calls · 3 PTPs

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