Review your team’s work in Nod AI

Explore team activity and results.

Before you start

You need team-area access and the corresponding Nod AI scope.

Step by step

  1. In Nod AI, open Team.
  2. Choose a period and review the available members.
  3. Open a person’s details to review activity and conversations within your access scope.
  4. Check actual call and payment statuses before comparing results.
  5. If you use an AI analysis, review its observations alongside supporting records.
Team: indicators, filters, and permissions access; the search shows no team members.
Permissions by role: area and capability matrix for each team role.

Put each teammate’s work in context

Check the period and your role’s scope before opening a member’s detail. A shorter list can reflect permissions. Read activity alongside the conversations and results associated with that member.

If you use an AI analysis, verify its observations against actual messages and transactions before making decisions. A sent message is not the same as a resolved conversation or a sale. For a discrepancy, identify the specific contact, call, or payment and review its assignment; do not change ownership simply to move a figure between people.

What to expect

You can review a person’s work for the selected period.

Troubleshooting

An analysis is a reading aid, not a definitive assessment of a person’s performance.

If a member or results are missing, review filters, Lead assignments, and permissions.

Need help with your setup? Contact Nod