Reports, printing and refresh
Saving an agent's alert list as a PDF, refreshing data manually, sync timing and sharing with the team.
4 min read
The AI CRM Chief's data updates by itself, but sometimes you want to hand an agent their own list, refresh the data before a meeting or understand an error. This article covers printing, refreshing and sharing.
Saving an agent's alert list as a PDF
- Open the Uyarılar (Alerts) tab. If you like, pick a past day from the Gün (Day) list.
- Click PDF / Yazdır (PDF / Print) at the top right of the agent's card. A print page opens in a new tab and your browser's print dialog appears automatically.
- In the print dialog, choose Save as PDF as the destination and save the file.
The printout contains a title ("Mehmet Demir: uyarı listesi", Mehmet Demir: alert list), the clinic name, the day, the total and critical alert counts, the alert table (Status, Lead, Stage, What happened, What to do, Duration, Value) and the note "Kritik uyarılar bugün, diğerleri 24 saat içinde çözülmeli" (Critical alerts today, the rest within 24 hours). It includes every alert in that agent's list for the selected day; the 25-row limit on the card doesn't apply.
Note
The Atanmamış (Unassigned) group has no PDF button; assign ownerless leads first. There is no separate PDF or export button for the Scorecard, Sources and Management tabs. Show those screens by sharing your screen in the meeting, or take a screenshot.
Refreshing data manually
The Chief pulls data automatically every 30 minutes. If an agent says they've fixed an alert and you want to see it now:
- Senkron: … önce (Synced: … ago) at the top right shows when the last update ran.
- Click Şimdi yenile (Refresh now). The button changes to "Yenileniyor…" (Refreshing…); within a few seconds the page updates with fresh data.
- When the account is first connected, or if no sync has run yet, the panel shows the İlk senkron çalışıyor (First sync running) screen and starts the sync by itself.
During a refresh, the Chief pulls the whole selected pipeline, the team list and calls and messages since the last sync; then it rewrites the alerts and the daily record. Opportunities deleted from the pipeline or moved to another pipeline also disappear from the Chief. If another sync is already running, the refresh request is skipped; try again in a minute.
Tip
After fixing an alert in Opportunities or Conversations, check with Şimdi yenile (Refresh now). If the alert is still there, the issue isn't fixed: for example, if the stage changed but the patient was never contacted, "Unproven progression" stays.
Banners
Yellow banners sometimes appear at the top of the panel:
- Last sync error: if data couldn't be pulled, the error text is shown. If it persists, message our support team on WhatsApp with a screenshot.
- Unmapped new stage: a stage was added to the pipeline. See Stage mapping.
- No call or message records yet: contact checks start after the first sync.
Sharing with the team
- The Chief does not send automatic reports or notifications by email or WhatsApp. You open the panel to see alerts.
- If agents don't have access to the Chief, share their personal PDF lists every morning or before the weekly meeting.
- If you want to give the whole team access, remember that anyone who can see the menu link sees every agent's scorecard. See What is the AI CRM Chief?
Using it in the weekly sales meeting
Click Şimdi yenile (Refresh now) 10 minutes before the meeting, then go through in this order:
- Genel (Overview): team discipline, the monthly target and the progress table; did critical alerts drop compared with last week?
- Karne → Geçen ay or Son 30 gün (Scorecard → Last month or Last 30 days): cohort conversion and close rate; who isn't reaching patients, who isn't closing?
- Koçluk bayrakları (Coaching flags): one topic per agent.
- Kaynaklar → Son 90 gün (Sources → Last 90 days): is any source being neglected?
For a detailed agenda see Using the AI CRM Chief day to day.
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