How to spot, on the board, the cards that came from the agent and the ones waiting for your reply.

Every conversation that needs you becomes a card

When the agent calls a person, that conversation arrives as a card in your pipeline, with:

the guest's name and contact, if they gave them;

the dates and party size, when the conversation got that far;

a summary of the conversation, so you do not have to read everything;

the source marked as coming from the agent.

The two badges on the card

AI Agent — this card came from an agent conversation. The badge comes from the card's source link, not from a word in the text: someone typing "ai agent" in a card does not earn the badge, and renaming the source does not make it disappear.

Waiting for you — there is an open handoff on that card, with someone waiting for a person to reply. It disappears on its own when you hand the conversation back to the agent.

Both have an icon and text, never colour alone: they are readable on a phone, in sunlight, and by people who do not distinguish colours well.

Using it day to day

1. Open the CRM board.

2. Look for the cards with Waiting for you — those are the people who are stuck.

3. Reply on WhatsApp, as usual.

4. Done? Go back to the AI Agent Panel and click Hand back to the agent — or open the card and hand it back from there.

The Waiting for you badge disappears as soon as the conversation goes back to the agent.

Agent cards are ordinary cards: you move them between columns, edit, convert to a booking and archive them like any other. The badge only tells you where they came from.

AI Agent leads in the CRM

Every conversation that needs you becomes a card

The two badges on the card

Using it day to day

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