Every conversation updates the pipeline.
Dashboards show where each one stalls.
In customer service, support, sales or post-sale, AI and your team run the conversation.
Each one changes stage with a summary of what was said, and it all feeds the dashboard.
- New conversations4,812 entered
- Triage4,812 passed · 1,248 currently
- In service1,896 passed · 386 currently
- Resolved688 passed · 142 currently
- No reply1,932 passed
- Real-time pipelineevery conversation changes stage on its own
- 4 dashboard viewsOverview, Service, Campaigns and Funnel
- AI and team on the same scaleperformance per agent, human or AI
- PDF in 1 clickwith filters and date on the report
- Connect your AI via MCPClaude, ChatGPT, Gemini and more
Nobody should spend the morning updating cards and building spreadsheets.
When progress depends on someone moving the card by hand, stages fall behind. When the report depends on a spreadsheet, the bottleneck shows up after the month has closed.
Before
- A card stuck in the wrong stage because nobody updated it
- Opening the whole conversation to see where the customer stands
- 4 tabs open and a “v3_final” spreadsheet
- Finding the bottleneck at month-end close
- “Who's overloaded?” by gut feeling
- Building slides for the board
With Nuvia
- The conversation moves to the next stage on its own, driven by the AI or the team
- The conversation summary right on the card
- One screen with service, campaigns, funnels, team and AI
- The point where the funnel stalls, with change vs. previous period
- Distribution per rep and per agent, right now
- A PDF with filters and date, in 1 click
The same conversation moves the card and feeds the dashboard.
You define the stages once. From then on, every message exchanged updates the Pipeline and the numbers, without anyone typing a thing.
You define the stages
In Smart Funnel, each stage gets a goal and instructions for the agent, whether the funnel is for support, sales, activation or collections.
The AI drives and the conversation moves forward
When the customer replies, pays or books, or the issue is resolved, the conversation changes stage in the Pipeline with the reason logged. Your team steps in when the case calls for it.
The Dashboards count every move
Progress, handoffs and unanswered conversations become dashboard numbers within minutes, so you can see where the operation stalls and act right away.
The conversation changes stage when the customer moves forward.
Moving cards by hand is the task everyone forgets. In Nuvia, the AI moves each conversation as it progresses and logs the reason. Your team can drag it whenever they want.
Asked for a copy of her invoice, paid by bank transfer and had her subscription reactivated in the same conversation.
Reported the app has been unstable since the last update. The agent collected the device model and alerted the tech team.
Rescheduled the delivery for Friday, confirmed the new time and closed the conversation.
- Moves with the conversationReplied, resolved, paid, booked: the conversation changes stage on its own, with the reason logged.
- Stalled conversation alertA heads-up when a customer is left without a reply halfway through.
- Drag when you need toYour team moves the card by hand, and the history records who moved it and when.
Open the card and know where to start.
The AI summarizes every conversation, shows who needs a reply and flags when someone is left waiting. In the contact profile, sentiment, temperature and score point to the next step.
Asked for a copy of her invoice, paid by bank transfer and had her subscription reactivated in the same conversation.
- 1Channel and contact: WhatsApp or email, with the customer's phone number or email.
- 2Conversation status: in service, in follow-up or resolved, plus a flag when it needs attention.
- 3AI summary: where the conversation stands, without opening the history.
- 4Who's handling it: the AI agent or the team member responsible for the conversation.
- 5Last activity: how long since the customer last interacted.
Linked to Solar Prime·In campaign Q3 Reactivation·2 active conversations
Mariana has been a Solar Prime customer since 2024. She asked for a copy of her October invoice, paid by bank transfer and had her subscription reactivated in the same conversation, without needing anyone from the team.
Who passed, who stayed and how long each stage took.
The funnel flow shows how conversations progress stage by stage. Pick a stage to see how many passed through it, how many are still there and how long they take.
| Stage | Currently | Passed | Avg. time | Handoff | Reply rate |
|---|---|---|---|---|---|
| Triage | 1,248 | 4,812 | 6 min | 3% | 74% |
| In service | 386 | 1,896 | 2.4 days | 21% | 58% |
| Resolved | 142 | 688 | — | 4% | 91% |
| No reply | — | 1,932 | — | — | 12% |
| Overall average | — | — | 9 h | 9% | 61% |
1,896 conversations passed through In service and 386 are still there, for 2.4 days on average. That's the stage where your operation stalls.
See who gets it done, from the AI agent to each person on your team.
The AI handles the start of the conversation, and the team steps in when the case needs a person. The dashboard puts both on the same scale, so you can balance the load and know where to invest in training.
- Load distribution: how many conversations each person and each agent has, right now.
- Handoff with no blind spots: the average time the AI takes to pass the conversation to a person, with the full history attached.
- Training backed by data: compare each person with the team average and see who needs support and who can take on more conversations.
- Support L1AIConversations2,14062%
- Q3 ReactivationAIConversations1,38030%
- MMarina S.TeamConversations69078%
- RRafael T.TeamConversations60265%
Ask your AI about your operation.
Connect Nuvia to Claude, ChatGPT, Gemini and more via MCP and ask about funnels, conversations and campaigns. The answer comes with your real operation data.
- 1Add NuviaAdd Nuvia's MCP server as a connector.
https://api.nuvia.ai/mcp - 2Sign in and authorizeUse your Nuvia email and password and click Authorize.
- 3Ask about your operationIn plain language, like “which customers have been waiting over 48h for a reply?”.
What else comes with Pipeline and Dashboards.
Filters that stack
Status, channel, AI or human, assignee and period. Find the conversation that needs you in two clicks.
4 dashboard views
Overview, Service, Campaigns and Funnel, each with the filters for its question.
Failures with a reason
An undelivered message shows the cause in plain language and what to do next.
Dashboard Builder
Build your own dashboard from a template or from scratch, with metrics from a catalog.
Cost per conversation
Meta spend and platform usage side by side, by campaign and by template.
PDF and integrations
Export any tab as a PDF and keep HubSpot, RD Station and Salesforce in sync.
Questions about Pipeline and Dashboards
Who are Pipeline and Dashboards built for?
For customer service, support, sales and post-sale teams that need to know where every conversation stands, and for managers and leadership who want to see the team, AI agents, campaigns and funnels in one place, without building slides.
Who moves the conversation from stage to stage in the Pipeline?
The AI, as the conversation progresses: when the customer replies, pays or books, or the issue is resolved, the conversation changes stage with the reason logged. Your team can also drag the card at any time.
Where do I set up the Pipeline stages?
In Smart Funnel. Each stage gets a goal and instructions for the agent, and the Pipeline reflects those stages automatically.
Does the Pipeline replace the tool I already use?
It doesn't have to. The Pipeline shows your conversations by stage and keeps HubSpot, RD Station and Salesforce in sync as each conversation moves forward.
Is the data updated in real time?
Service and Funnel update within a few minutes, as conversations happen. Campaign data can take up to 1 hour to consolidate.
Can I see the AI and the team in the same view?
Yes. The dashboard shows AI agents and people side by side: volume, distribution, average handoff time and performance per agent.
Can I export the reports?
Yes. Any tab can be exported to PDF with the applied filters and the generation date.
Does each manager see only their own team?
Yes. Managers see their own team's data and admins see the entire operation.
What is Nuvia MCP?
It's the connection that brings your operation's data into AI assistants like Claude and ChatGPT. You ask questions in natural language about your pipeline, conversations and campaigns and get answers with your data, always scoped to your company.
Every conversation at the right stage. And the view for your next decision.
See how Nuvia moves your pipeline with every conversation and brings service, support, sales and post-sale together in a single view of people, AI, campaigns and funnels.