We need a web interface that will pull and push information from Apps in various Podio Workspaces. 10+ Virtual Assistants(VA) will service 200+ Field Agents(FA) and each VA will be assigned approximately 10 field agents to perform various tasks and follow up communication with leads and clients.
FA will have action steps that can be assigned to any lead or client. Those will be "Call", Visit", or "None". The FA will use the mobile Podio app or Podio website to update the action steps or to make comments. If an FA does an @ mention of the VA, the @ mention will go into the task Queue for the VA.
The VA will not login to Podio. They will only access the web interface where they will see their task and call queues. From the web interface they will need to be able to make comments regarding a lead or client that will be visible and part of the comment thread for that App item.
The web interface should allow a VA to login and see information that has been generated from Podio in the following ways:
Call Queue: FA chooses Action Step of "Call" for a particular lead or client.
Task Queue: FA @ mentions the VA and requests a certain task be completed.
Through an integration with Hubspot we need for specific lead actions to trigger calls or tasks for VA. For instance, after a lead visits a specific page we would like for a call to be assigned to a VA to follow up with that lead.
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