Theriome’soperations,on one screen.
Activation KPIs, the lead funnel, and AI call analysis — for the three people who run customer service & sales.
Everything the
CSS team needs.
Built for Theriome's Customer Service & Sales team — a single surface designed around the few decisions that actually need to happen today.
Physician activation
PAR30, AP30, KPA30, M2 and M6 from live Shopify orders, reconciled to the activation scorecard — with lifecycle, at-risk and churned worklists. Period-over-period deltas across day, week, month and year.
Lead funnel & pipeline
Leads → Booked → Showed → Converted, derived from GHL appointments and Shopify orders, plus hot-lead, stuck-deal and conversion-by-source views.
Conversations & follow-ups
Zoom calls auto-transcribed and AI-analyzed into readiness scores and next steps, with action items on a kanban board — alongside the SMS-bot funnel and re-engage drafts.