Studio · Operations Portal

One place to see,decide and step in.

The Operations Portal brings your team and every outside party in a regulated decision, from brokers and adjusters to dealers and counsel, into one place: every case in flight, every decision waiting, and the ability to join a customer live.

The Decision Desk and the customer portal: a reviewer approves a storm damage claim and the customer is told at once
The Decision Desk and the customer, on one case

Watch · 1:47

The people in the handoff,on the clock.

Every human step has a deadline. Watch the Decision Desk put each case in front of the right person, nudge them, move it before the deadline slips, and keep every decision on the record.

Read the transcript

Automation takes the work most of the way. But in every regulated process, some steps need a person. A loan officer. An underwriter. A credit analyst. A damage assessment expert. A billing specialist. A doctor. A compliance officer. A customer who has to sign. And every one of those steps is on a clock. A regulatory deadline. A service level you promised. A customer waiting. Today, that clock runs out of sight. The case sits in an inbox. Nobody knows who has it, or how much time is left, until the deadline has passed. With Callvu, the clock starts at minute zero. Every decision goes to the Decision Desk, to the person with the right skill, with the summary they need and the time left in plain view. The most urgent work rises to the top. A nudge goes out by email or text, to people inside or outside your company. If the case is still waiting as the deadline gets close, it moves to someone who can act, and the team lead sees what is stuck, and on whom. When they open the case, everything is there. What happened so far. Who did what. Every piece of data that was keyed in. That is what makes the right decision possible. They approve, decline, or send it to counsel. Behind every button, the workflow picks up where it stopped. No re-keying, no chasing. When a customer needs help, an agent joins them on the same screen, live, with sensitive data still masked. And every decision, by whom, when, and against which deadline, is on the record, on the same trace as the rest of the run. From front office to back office, the handoff never stalls.

Three desks

One portal.Three desks.

The Decision Desk queue: write-off reviews waiting for a decision, with stage, dates and duration
The Decision Desk queue: what is waiting for a person
JO

CLM-20418 · Storm damage

New · due in 2 days
  • Photos of the damage (2)
  • Signed statement
  • Photo of the meter

Your choices under policy

Approve $2,140Request an itemRefer

Report storm damage

Signed · Dana Lee

Submit

Customer portal

On the recordEvery request, upload and check, with who and when

Collaboration Desk On call · 04:12

Upgrade your plan

Link sent by text to •••• 4417

Waiting for the customer to join
AgentCustomer

Your agent

Your carrier Tap to continue your upgrade with Sam: secure link

Your customer

The Record Desk

Every case,with the full story.

What was collected, every document with preview and download, and every step in the activity log, from the first message to the write-back. The activity log cannot be tampered with, and it goes straight into the Audit Trace.

A completed damage capture case in the Record Desk
A completed case in the Record Desk

Also in the portal

Run the operationwithout a ticket to IT.

Nudge in one click

Send a reminder from the row, logged against the case.

Campaigns without Studio

Operators upload, validate, schedule, watch, pause and stop campaigns themselves.

Analytics

Runs and completion by process, AI evaluation outcomes, compliance rate and checkpoints passed and failed. Need your own view? Build it on the Analytics API.

Roles that fit your org

Custom roles decide who sees which portal and which columns.

The outcome

Fewer cases stuck in someone’s inbox, faster decisions, and a supervisor who can answer “where is this case?” in one click.

See the Operations Portal

Bring your busiest queue. We will show you every case in it, and who is holding it up.