Formenzo Ops Prototype · 12 screens · Maria Santos · Davao · Dubai shift (1:08 PM PHT / 9:08 AM GST)
You're seeing: Maria's first screen at 9:00 AM Dubai. Zia has prepared an overnight summary, the day's priorities are queued, and her shift co-workers are visible. All before she finishes her coffee.

Good morning, Maria 👋

Tuesday, May 5 · Dubai shift starts now · 8 hours scheduled
Open cases · me
23
+4 since yesterday
Hot — needs reply <1h
5
2 overdue
In banking stage
2
avg 11 days waiting
Pipeline value · me
AED 187K
+AED 23K this week
⏰ Up next — your top 5 today View all →
📞
Call back Aisha Mansoor (FRM-001)
WhatsApp 2 min ago · IFZA quote pending · ⚡ inbound call ringing now
⚠️
Escalate Marcus Thompson banking (FRM-003)
DMCC · Mashreq ghosting 11 days · Zia suggests pivot to WIO
📝
Send first quote to Wei Chen (FRM-005)
New lead from Atlas · Meydan recommended · 35 min in queue
📄
Approve 4 AI-classified documents
All high-confidence · est. 5 min review
⏰
Follow up Hamza Khan — quote signed?
SPC quote sent 5 days ago · WhatsApp seen but no reply
📊 My pipeline this week Full report →
12New
9Quoted
7Docs
4Filed
3Banking
2Live
Conversion: New → Live = 17% (team avg 14%) · Avg cycle 26 days
🤖 Zia overnight briefing
AI Generated 8:47 AM GST
While you were off-shift:
  • 4 new leads arrived via Atlas (1 high-intent: Wei Chen, China)
  • Aisha Mansoor viewed her IFZA quote 4× and the banking page 2× — high purchase intent
  • Hamza Khan went silent after WhatsApp seen receipt — likely needs nudge
  • Channel partner Khalid Rahman sent 2 referrals overnight — assigned to Pranav (PH night shift)
  • One Stripe payment cleared: Lana Petrov · AED 6,250 — case advanced to Filed
👥 Team on shift now
MS
Maria Santos · Davao · Dubai shift ● online
JR
Jo An Reyes · Davao · MASTER ● online
RS
Ravi Shankar · Dubai PRO ● online
PG
Pranav Gupta · PH night · ● off-shift (handover done)
🌍 Time clock
🇵🇭 Davao 1:08 PM (your local)
🇦🇪 Dubai 9:08 AM (working hours)
🇮🇳 Mumbai 10:38 AM (active leads)
🇬🇧 London 6:08 AM (too early to call)
🇺🇸 NYC 1:08 AM (do not call)
You're seeing: Maria's main pipeline view. Cases are sorted by last activity. The red dot = urgent, yellow = needs attention. She can mass-update, filter, or click any row to open the full detail panel.
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📋
💰
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My pipeline
📋 All my cases 23
⏰ Today's tasks 5
📞 Awaiting callback 3
💬 WhatsApp open 7
By stage
🆕 New leads 8
📝 Quoted 6
📎 Docs pending 9
🚀 Filed 4
🏦 Banking 2
✅ Live 31
Brand filter
🌟 Formenzo (Free Zone)
🏢 YABS (Mainland)
🔄 Cross-brand
Saved filters
🔥 High-priority Indian founders
💼 DMCC pipeline
⚠️ Banking stuck >14d

All my cases 23 records

Your active deal pipeline · sorted by last activity
Filters: My cases All cases Last 7 days Status: Open Free zone: All View as: List · Kanban · Calendar
Case ID Customer Free Zone Stage Days Quote (AED) Last activity Next task
FRM-001 Aisha Mansoor
aisha@acmetrade.ae		 IFZA Quoted 2d 14,500 WhatsApp · 2 min ago 📞 Call now (incoming)
FRM-002 Rajesh Kumar
rajesh@kumarbiz.in		 RAKEZ Docs Pending 4d 8,750 Document upload · 1h ago Follow up on passport
FRM-003 Marcus Thompson
m.thompson@gmail.com		 DMCC Banking 11d 42,900 Email · yesterday ⚠️ Bank ghosting · escalate
FRM-004 Lana Petrov
lana.p@protonmail.com		 SHAMS Filed 1d 6,250 Quote signed · 3h ago Send filing receipt
FRM-005 Wei Chen
wei@chenholdings.cn		 Meydan New 0d — Atlas quiz · 35 min ago Send first quote
FRM-006 Sara Al-Mahmoud
sara@almahmoud.ae		 ADGM Live 67d 16,000 Renewal reminder sent —
FRM-007 Hamza Khan
h.khan@khangroup.pk		 SPC Quoted 5d 6,000 WhatsApp seen · 6h ⏰ 24h follow-up due
FRM-008 Olufemi Adebayo
olu@adebayoco.ng		 FFZA Docs Pending 2d 2,500 Email · 4h ago Verify proof of address
FRM-009 Priya Iyer
priya@iyer.co.in		 IFZA Banking 3d 14,500 WIO submission · 1d Await bank decision
FRM-010 James O'Brien
j.obrien@obriensoft.uk		 DMCC Filed 2d 38,200 Filing complete · 2h Schedule banking call
Showing 10 of 23 · Page 1 of 3 · Load more
You're seeing: Aisha's full case file. Top: customer details + quick actions. Tabs: Overview, Timeline, Documents, AI Assist, Channel partner. The Zia panel pre-empts what to say on the call.
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Case sections
📋 Overview
📅 Timeline
📄 Documents 5
💰 Quote & Invoice
🏦 Banking
💬 Conversations 12
🤖 AI assist
🤝 Channel partner
Related cases
No related yet
← All cases · FRM-001

Aisha Mansoor — Acme Trading FZE Quoted

IFZA · AED 14,500 quote · Atlas score 92/100 · LinkedIn ad source
Overview
Timeline
Documents 5
Quote & Invoice
AI assist
Channel partner
Customer details
Full name
Aisha Mansoor
Passport
UAE 🇦🇪 (AB1234567)
Phone
+971 50 ***1234 (WhatsApp ✓)
Email
aisha@acmetrade.ae
Source
Atlas wizard · LinkedIn ad campaign
Owner
Maria Santos (you) · auto-assigned
Application
Free zone
IFZA (Atlas score 92/100)
Activity
General Trading + E-commerce
Visa quota
2 visas requested
Banking preference
WIO (preferred) · Mashreq (backup)
Total quote
AED 14,500 all-in · authority 9,500 + Formenzo 3,000 + visas 2,000
Quote sent
Yesterday 2:15 PM · valid 14 days · viewed 4×
Recent activity timeline View all →
💬
Aisha: "Hi, I have a quick question about the WIO bank timeline"
WhatsApp · 2 min ago
👁️
Viewed IFZA banking page (4th time)
35 min ago
📧
Quote sent: AED 14,500 · valid 14 days
Yesterday · 2:15 PM
🤖
Atlas wizard completed · IFZA recommended (92/100)
Yesterday · 1:48 PM
Zia + GPT-4 Suggested talking points
  • Aisha viewed IFZA detail 4× since the quote — interested but hesitating
  • Two specific docs viewed twice: bank account opening + visa timeline
  • Likely concern: banking. WIO approval rate for UAE passport + General Trading = 87%
  • Her LinkedIn says she runs an existing FZE — ask if she wants migration support
  • Channel partner Khalid Rahman could close — but commission 8%. Try direct first.
Documents (5)
📄 Passport copy
✓ Verified by AI · 2 days ago
📄 Proof of address
⏳ Pending review · yesterday
📄 Business plan
Not uploaded · IFZA doesn't require for trading
Linked records
💰 Quote: QT-2026-014 · AED 14,500
🤝 Channel partner: None (direct lead)
🏦 Bank submission: not yet
📞 Call recordings: 0 · this would be the first
You're seeing: a live inbound call from Aisha. The CRM auto-popped her record. Zia is generating real-time talking points and a sentiment read. Call recording + transcription start automatically.
AM
📞 Active call · 00:48 · recording
Aisha Mansoor
+971 50 ***1234 · WhatsApp call · UAE 🇦🇪
FRM-001 · IFZA quoted AED 14,500 · Atlas score 92/100
🎙️ Live transcript Pause
Aisha: "Hi Maria, thanks for calling back so fast. I'm trying to decide between IFZA and Meydan, but my main worry is — how long does WIO actually take to open the account?"
Maria: "Great question. For your profile — UAE passport, General Trading — WIO is approving in 4 to 7 business days right now. Your activity matches their preferred segment."
Aisha: "OK and what if they reject?"
Maria: "Then we go to Mashreq as backup, which adds about 5 business days. But I think you'll be fine — your file is strong."
[transcribing...]
Live AI Real-time suggestions updates every 10s
  • ✅ Aisha's anxiety is about banking certainty — keep reinforcing the 87% WIO approval stat
  • 📊 Pull up the WIO timeline doc and offer to walk her through it (she viewed it 2× yesterday)
  • 💬 Ask: "If I could guarantee WIO acceptance via our channel partner, would you want to lock in the IFZA quote today?"
  • ⚠️ Avoid mentioning Mashreq's recent slowdown — she'll Google it and stall
Quick actions during call
😊 Sentiment
Positive
Tone is curious + slightly anxious. Trending warmer over last 30s.
📂 Pulled-up record Open full case →
FRM-001 · Aisha Mansoor
Stage: Quoted
Days in stage: 2
Quote: AED 14,500 · IFZA
Atlas score: 92/100
Banking: WIO preferred · Mashreq backup
Docs: 2 of 3 verified · Business plan optional
⏱ Call metrics today
Calls handled: 12
Avg duration: 4 min 22 sec
Outbound: 8 · Inbound: 4
First-call resolution: 67%
You're seeing: Wei Chen just landed via Atlas wizard 35 min ago. The system pre-classified him, suggested a free zone, and queued the conversion. One click → Case created + auto-assigned + first WhatsApp drafted.
← Cases · New lead from Atlas

Wei Chen New lead

Lead source: Atlas wizard · Submitted 35 min ago · Auto-assigned to you
Submitted via Atlas wizard View raw form →
Full name
Wei Chen
Email
wei@chenholdings.cn
Phone
+86 138 ***5678 (WhatsApp ✓)
Passport
China 🇨🇳
Currently in UAE?
No · arriving 18 May
Activity
Tech consulting + software licensing
Visa quota
3 visas (founder + 2 staff)
Budget
AED 25,000 – 40,000 first year
Timeline
Wants license issued within 30 days
Heard about us
Google search "dubai free zone tech license"
Atlas AI Recommended free zone
Best fit · 88/100
Meydan
Tech-friendly · 3 visa slots · WIO compatible · 5d issuance
AED 12,500
Alt · 81/100
IFZA
More activity flexibility · slower banking for CN
AED 14,500
Alt · 74/100
DMCC
Premium brand but over-budget for tech consulting
AED 38,500
Suggested first WhatsApp Edit template →
Hi Wei, this is Maria from Formenzo 👋 I see you completed our Atlas wizard — based on your tech consulting + 3 visa profile, Meydan looks like your strongest match at AED 12,500 all-in. Quick question: are you planning to also bank with WIO or another option? I want to send the right quote first time. — Maria
🔍 Lead enrichment Refresh
LinkedIn: Wei Chen · CTO at ChenHoldings (Shanghai) · 12 yrs tech
Company: ChenHoldings · 18 employees · series A 2024
Web presence: chenholdings.cn (active, English version exists)
Risk flags: None · domain registered 2019, real footprint
Likely intent: High · explicit budget + timeline + arriving in UAE
⚙️ Auto-routing decision
Rule fired: Brand=Formenzo, Country=China, Hour=Dubai-shift
→ Maria Santos (you)

Why not Pranav? He's PH night shift, off until 18:00 PHT.
Why not channel partner? Direct lead, no UTM tag.
Override? Reassign to Ravi (Dubai PRO)
📋 Other new leads (7)
🇮🇳 Anil Mehta · IFZA · 12 min ago
🇬🇧 Sophie Ward · DMCC · 1h ago
🇿🇦 Thandi Nkosi · SHAMS · 2h ago
🇸🇬 Lim Wei Ming · Meydan · 3h ago
🇨🇦 Hassan Ali · RAKEZ · 4h ago
+ 2 more
You're seeing: the quote builder for Wei Chen. Pre-filled with Meydan package. Maria can adjust line items, add/remove visas, send for e-sign. Once signed, Stripe payment link auto-generates.
← Lead · Quote builder

QT-2026-0145 — Wei Chen / Meydan Draft

Auto-drafted by Atlas · adjust line items + send for e-signature
Quote header
Line items
Item Qty Unit (AED) Total (AED)
Authority fee · includes activity registration
 8,500
Founder visa · medical + biometrics
 2,500
Per staff member
 3,600
Filing + PRO + bank intro + 30d post-launch support
 3,000
Free if Formenzo handles · waived
 0
Subtotal
VAT (5%) · authority-fee exempt
Total
AED 17,600
+ AED 880
AED 18,480
Payment terms
📤 Send via
Pricing AI Quote check
✅ Pricing matches our rate card
✅ Margin: 22.5% (target 20–25%)
⚠️ Wei said budget AED 25–40K — you're at AED 18.5K. Consider adding 1-yr office package (+AED 6,500) for stickiness?
💡 Conversion stat: AED 15–20K Meydan quotes for CN founders close at 61% within 7 days
📜 Quote history
This is the first quote sent on this case.
You're seeing: the document review queue. AI has classified each doc + extracted fields. High-confidence ones can be batch-approved. Maria only has to manually review the ambiguous ones.

Document review queue 12 pending

AI pre-classified · approve or correct · auto-attaches to case
Confidence: All High (8) Medium (3) Low (1) Type: Passport Address proof Bank statement NOC
📄
Passport_Aisha_Mansoor.pdf
FRM-001 · Aisha Mansoor · uploaded 2 days ago · 1.4 MB
AI extracted: Passport · UAE 🇦🇪 · AB1234567 · expires 2031-08-12 · Aisha Mansoor (matches case)
98% Passport
📄
utility_bill_jan2026.pdf
FRM-002 · Rajesh Kumar · uploaded 1h ago · 880 KB
AI extracted: Utility bill · Mumbai address · Tata Power · Jan 2026 · matches Rajesh Kumar
95% Address Proof
📄
scan_2026_05_05.jpg
FRM-008 · Olufemi Adebayo · uploaded 4h ago · 2.1 MB
⚠️ AI flagged: Image quality poor (blurry text). Could be passport or address proof. Please review.
42% Unknown
📄
bank_statement_HSBC_q1.pdf
FRM-003 · Marcus Thompson · uploaded yesterday · 3.2 MB
AI extracted: HSBC UK · 6-month statement · avg balance £42,500 · KYC-grade
97% Bank Statement
📄
NOC_current_employer.pdf
FRM-007 · Hamza Khan · uploaded 5h ago · 410 KB
AI extracted: NOC letter · Pakistan employer · permits foreign business setup · signed + stamped
93% NOC
📄
company_brochure.pdf
FRM-005 · Wei Chen · uploaded 35 min ago · 5.8 MB
⚠️ AI flagged: Marketing brochure, not a KYC document. Optional reference attachment?
71% Marketing
📄
passport_priya_iyer.pdf
FRM-009 · Priya Iyer · uploaded 1d ago · 1.1 MB
AI extracted: Passport · India 🇮🇳 · J0123456 · expires 2029-02-14 · Priya Iyer
96% Passport
Showing 7 of 12 · Load 5 more
You're seeing: the internal Free Zones reference — what every rep needs at their fingertips. Pricing, banking partner compatibility, processing time, activity flexibility. Click any zone for full detail.

Free Zones reference 48 zones

Live data · last sync from authority APIs 4h ago
Filter: All zones Trading Tech / IT Consulting Media / Creative Industrial Emirate:
Zone Emirate Authority fee Min visa Issuance Banking · WIO Banking · Mashreq Activities Active cases
IFZA Dubai AED 9,500 0 (license-only OK) 5 days 87%
72%
1,000+ 9
Meydan Dubai AED 12,500 1 5 days 91%
78%
2,500+ 4
DMCC Dubai AED 38,500 2 14 days 94%
89%
800+ 2
SHAMS Sharjah AED 6,250 0 7 days 78%
65%
1,500+ 3
RAKEZ RAK AED 8,750 1 10 days 83%
71%
2,000+ 2
ADGM Abu Dhabi AED 16,000 3 21 days 96%
92%
500+ (regulated) 1
SPC Sharjah AED 6,000 0 3 days 69%
58%
2,000+ 1
FFZA Fujairah AED 2,500 0 5 days 61%
52%
800+ 1
Showing 8 of 48 zones · View all 48
You're seeing: the team analytics view. Lead funnel, zone popularity, AI impact, per-rep performance, partner commission. Refreshes every 15 min.

Reports & analytics

Last 30 days · Formenzo brand · all reps
Total leads
187
+24% vs last month
Conversion rate
17%
+3pp vs last month
Cases closed
32
+5 vs last month
Revenue (AED)
412K
+18% vs last month
📊 Lead funnel Drill down →
187Leads
142Atlas done
98Quoted
62Docs
44Filed
32Live
Biggest leak: Quoted → Docs (37% drop). Likely: friction in document upload UX.
🌍 Top free zones (by quotes sent)
IFZA
38
Meydan
22
DMCC
14
SHAMS
12
RAKEZ
9
ADGM
3
📋 Pipeline kanban — all reps · this week
🆕 New8
Wei Chen
Meydan · CN
35mMaria
Anil Mehta
IFZA · IN
1hMaria
Sophie Ward
DMCC · UK
2hPranav
📝 Quoted6
Aisha Mansoor
IFZA · AED 14.5K
2dMaria
Hamza Khan
SPC · AED 6K
5dMaria
📎 Docs9
Rajesh Kumar
RAKEZ · AED 8.7K
4dMaria
Olufemi A.
FFZA · AED 2.5K
2dMaria
🚀 Filed4
Lana Petrov
SHAMS · AED 6.2K
1dMaria
James O'Brien
DMCC · AED 38K
2dRavi
🏦 Banking2
Marcus Thompson
DMCC · AED 42.9K
11d ⚠️Maria
Priya Iyer
IFZA · AED 14.5K
3dMaria
✅ Live31
Sara Al-Mahmoud
ADGM · AED 16K
67dMaria
+ 30 more live
🤖 AI impact (last 30 days)
Atlas → recommendation match: 78% (customer chose recommended zone)
Doc classifier accuracy: 94% (8 manual overrides out of 142 docs)
Status translator usage: 61 times · saved ~7 hrs of customer-facing rewriting
Smart checklist generation: 32 cases · 0 missed mandatory docs
Live call talking-point follows: 43% of suggestions used by reps
👥 Per-rep performance
RepCallsClosedAED
Maria S.21814183K
Pranav G.19611142K
Ravi S. (Dubai PRO)87787K
You're seeing: the unified inbox — WhatsApp + email + SMS + Instagram DM all routed to one queue, threaded by contact. Click any conversation to reply. Each message auto-attaches as a note on the related case.
Conversations 14 + New
Aisha Mansoor 🇦🇪 2 min
Hi, I have a quick question about the WIO ban...
💬 WhatsApp · FRM-001 · IFZA quoted
Rajesh Kumar 🇮🇳 1h
Uploaded passport copy as requested. Let me k...
📧 Email · FRM-002 · RAKEZ docs
Hamza Khan 🇵🇰 6h
[seen 6h ago]
💬 WhatsApp · FRM-007 · SPC quoted
Marcus Thompson 🇬🇧 1d
Any update on Mashreq? I've been waiting...
📧 Email · FRM-003 · DMCC banking
Lana Petrov 🇷🇺 3h
Thanks! Just signed the quote.
💬 WhatsApp · FRM-004 · SHAMS
Khalid Rahman 🇦🇪 8h
Hi Maria — sending two new referrals tonight...
💬 WhatsApp · Channel partner
Priya Iyer 🇮🇳 1d
WIO confirmed they received my docs. Will rea...
📱 SMS · FRM-009 · IFZA banking
Olufemi Adebayo 🇳🇬 4h
Sorry the scan is blurry, will redo tonight...
📧 Email · FRM-008 · FFZA docs
Aisha Mansoor
+971 50 ***1234 · WhatsApp · FRM-001 — IFZA Quoted
AM
Hi! I just finished the Atlas wizard and IFZA looks great. When can we talk?
Yesterday · 1:50 PM
MS
Hi Aisha 👋 Thanks for using Atlas. I'll send your IFZA quote in the next 30 min — total AED 14,500 all-in. Any specific banking preference?
Yesterday · 1:55 PM · ✓✓ seen
AM
WIO if possible. Mashreq as backup.
Yesterday · 1:58 PM
MS
📎 IFZA_Quote_FRM-001.pdf
AED 14,500 · valid 14 days · WIO + Mashreq banking included
Yesterday · 2:15 PM · ✓✓ seen 4× viewed
AM
Hi, I have a quick question about the WIO bank timeline 🤔
Just now · 2 min ago
🤖 Suggested reply: "Hi Aisha! For UAE passport + General Trading, WIO typically approves in 4–7 business days. Want me to walk you through the checklist?" Use this
You're seeing: Maria's profile + shift configuration. Set working hours, escalation rules, notification channels, language preferences. Used by the auto-routing engine to decide who gets which lead.

My profile

Maria Santos · Davao office · Inbound Sales Lead · Joined March 2026
Personal
MS
Maria Santos
maria.santos@formenzo.com
Change avatar
Shift schedule
Auto-routing sends new UAE-hours leads to whoever's on Dubai shift
During OOO, your leads auto-route to a backup rep
Specialisations & permissions
IFZA ★ Meydan ★ SHAMS RAKEZ + 4 more
English (native) Filipino Cebuano
Set by Jo An. Contact admin to change.
Notifications
📱 Connected channels
📞 Zoho Voice · UAE +971 800 *** ● Active
💬 WhatsApp Business · +971 58 584 9100 ● Active
📧 maria.santos@formenzo.com ● Active
📱 SMS via Twilio · +1 833 *** ○ Off-shift
📊 Your stats this month
Calls handled: 218
Cases closed: 14
Revenue closed: AED 183,000
Avg first response: 4 min
Customer NPS: 9.1 / 10 (12 ratings)
View full report →
📊 Today: 12 calls · 3 cases advanced · 1 deal closed (AED 8,500) · response time 4min · queue: 0
Maria Santos · Davao · Dubai shift · 1:08 PM PHT (9:08 AM Dubai)