AI operations
Managers need to know which agents are saving time and which ones need tighter limits. The dashboard shows volume, approval rate, hand-backs, rework and SLA impact by agent, branch and workflow.
Live work queue
SortXMeasure
Performance dashboard tracks approved and rejected actions.
Compare
Performance dashboard shows hand-back reasons.
Investigate
Performance dashboard compares activity across branches.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Tracks approved and rejected actions.
Shows hand-back reasons.
Compares activity across branches.
Flags agents creating rework.
Measures SLA movement.
Exports evidence for management review.
Short status markers for scanning the day without opening every record.
by agent
with reasons
by workflow
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Measure
Performance dashboard tracks approved and rejected actions.
agent scorecard
Compare
Performance dashboard shows hand-back reasons.
branch comparison
Investigate
Performance dashboard compares activity across branches.
policy adjustment
Tune
Performance dashboard flags agents creating rework.
rework report
In a UK estate agency, this work crosses desks: negotiators, administrators, property managers, accounts, contractors, clients and compliance owners all need the same facts. SortX keeps the work on the operating record instead of spreading the detail across personal inboxes.
The performance dashboard does the repeatable work first: reading, checking, drafting, matching and opening the next task. Anything that changes a client position, spends money, sends a sensitive message or affects compliance can be held for approval.
Managers can set owners, SLA clocks, approval limits and escalation rules around this workflow. Staff can still take over manually when a case needs judgement, and the record shows what the agent did before the handover.
That matters when the risk is AI work that nobody supervises properly. SortX gives the team the detail they need without asking them to hunt through tabs, exported reports or old message threads.
Practical details for directors, branch managers and operations teams.
Yes. The manual path stays available. Staff can take over, edit drafts, change owners, add context and approve or reject agent work.
SortX records the source record, timestamps, owner, approval decision and final output for this workflow. Evidence stays attached to the property, contact, tenancy, repair or accounting item.
Yes. Branches can run different owners, approval limits, SLA clocks and agent permissions while directors still get a consolidated view.
SortX gives AI worker performance a clear owner, a live status and a controlled approval path.