Vessel CRM

Session access

Email Password Tenant Slug

The CRM uses the same bearer-token auth as the API. Credentials stay in this browser session only.

Workspace navigation

No active route.

Live sync inactive until a CRM session is established.

Manager

Manager workspace ready.

Move between open, overdue, unassigned, and personally assigned queue slices without leaving the manager view.

Inspect the full thread, recent queue activity, and disposition workflow before redistributing ownership.

Open any queue record to review the full thread before rebalancing work.

Select open conversations and apply reversible queue actions.

Target User

Inbox

Operator workspace ready.

Start with the assigned lead lane, use advanced filters only when needed, and finish one lead before opening the next.

Reply, disposition, follow-up, and manager visibility stay together in the conversation workspace.

Select a conversation to inspect messages, ownership, and reply state.

Platform

Platform workspace ready.

Admin

Admin workspace ready.

Operational reporting and queue search filters from the owner workspace.

Managers can review. Tenant owners can save the full admin control-center state from here.

Support

Support diagnostics ready.

Health

Governance posture ready.