merge: hardening/apr-week3 → master (v0.13-ai-coaching)

AI coaching panel:
- 3-zone panel: summary card, rule-driven suggestions, contextual chat
- Structured JSON responses via Output.object schema enforcement
- Suggestions below chat, no raw JSON during streaming
- P360 tab toggle removed — single coaching surface
- Design spec + implementation plan committed

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

docs/plans/2026-04-17-ai-coaching-panel.md

@@ -0,0 +1,140 @@
+# AI Coaching Panel Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** Replace the AI chat panel with a three-zone coaching surface — structured summary card, rule-driven suggestions with scripts, and contextual chat with progressive suggestion updates.
+
+**Architecture:** CallerContextService (already built) pre-fetches caller data into Redis. Rules engine evaluates caller facts against seeded suggestion rules, producing triggers. AI system prompt includes caller context + suggestion triggers + structured output instructions. Every AI response returns `{ message, suggestions }` JSON. Frontend parses and renders across three zones.
+
+**Tech Stack:** React 19 + Tailwind (frontend), NestJS + Vercel AI SDK + json-rules-engine + Redis (sidecar), FontAwesome Pro icons
+
+---
+
+## File Structure
+
+### Sidecar (helix-engage-server)
+
+| File | Responsibility |
+|------|----------------|
+| `src/rules-engine/suggestion-rules.ts` | NEW: Default suggestion rule definitions + evaluator function |
+| `src/caller/caller-context.service.ts` | MODIFY: Add suggestion evaluation, render suggestions for prompt |
+| `src/ai/ai-chat.controller.ts` | MODIFY: Inject suggestion rules into system prompt |
+| `src/config/ai.defaults.ts` | MODIFY: Update ccAgentHelper prompt with structured JSON output format |
+
+### Frontend (helix-engage)
+
+| File | Responsibility |
+|------|----------------|
+| `src/components/call-desk/ai-summary-card.tsx` | NEW: Zone 1 patient profile card |
+| `src/components/call-desk/ai-suggestions.tsx` | NEW: Zone 2 suggestion pills with expand/script/tell-me-more |
+| `src/components/call-desk/ai-chat-panel.tsx` | REWRITE: Orchestrates 3 zones, parses structured JSON responses |
+| `src/components/call-desk/context-panel.tsx` | MODIFY: Remove P360 tab toggle, single surface |
+| `src/pages/rules-settings.tsx` | MODIFY: Display suggestion rules in Automations tab |
+
+---
+
+## Task 1: Suggestion Rules Engine (Sidecar)
+
+**Files:**
+- Create: `helix-engage-server/src/rules-engine/suggestion-rules.ts`
+- Modify: `helix-engage-server/src/caller/caller-context.service.ts`
+
+- [ ] **Step 1:** Create `suggestion-rules.ts` with types (`SuggestionType`, `SuggestionPriority`, `SuggestionTrigger`), department-to-package mapping, cross-sell mapping, and `evaluateSuggestionRules(facts)` function that evaluates 5 default rules: (1) package upsell by department, (2) reschedule missed appointments, (3) cross-sell related departments, (4) first-visit health checkup, (5) returning patient re-engagement. Max 4 triggers returned. Also export `SUGGESTION_RULE_DEFINITIONS` array for Settings UI display.
+
+- [ ] **Step 2:** In `caller-context.service.ts`, add `suggestionTriggers: SuggestionTrigger[]` to the `CallerContext` type. Import `evaluateSuggestionRules`. Call it in the `build()` method after fetching all data, passing caller facts (isNew, appointments, calls, interestedService, contactAttempts, leadSource, utmCampaign). Add `renderSuggestionsForPrompt(triggers)` method that formats triggers for the AI system prompt.
+
+- [ ] **Step 3:** Build and verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 4:** Commit: `feat: suggestion rules engine + caller context evaluation`
+
+---
+
+## Task 2: Structured Output in AI System Prompt (Sidecar)
+
+**Files:**
+- Modify: `helix-engage-server/src/config/ai.defaults.ts`
+- Modify: `helix-engage-server/src/ai/ai-chat.controller.ts`
+
+- [ ] **Step 1:** In `ai.defaults.ts`, append structured output instructions to `CC_AGENT_HELPER_DEFAULT` template. The AI must respond with valid JSON: `{"message": "...", "suggestions": [{"id", "type", "title", "script", "priority"}]}`. Rules: always include suggestions on first response, update on subsequent, no markdown in message field, max 4 suggestions, personalized scripts using caller's name/doctor/department.
+
+- [ ] **Step 2:** In `ai-chat.controller.ts` stream endpoint, after the caller context injection block, inject suggestion rules: `if (callerCtx.suggestionTriggers?.length) systemPrompt += this.callerContext.renderSuggestionsForPrompt(callerCtx.suggestionTriggers)`
+
+- [ ] **Step 3:** Build and verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 4:** Commit: `feat: structured JSON output + suggestion rules in AI system prompt`
+
+---
+
+## Task 3: AI Summary Card Component (Frontend)
+
+**Files:**
+- Create: `helix-engage/src/components/call-desk/ai-summary-card.tsx`
+
+- [ ] **Step 1:** Create Zone 1 component. Props: `caller: CallerSummary | null`. Renders: patient avatar + name + NEW/RETURNING badge, phone number, 2-line AI summary (line-clamped), source + campaign badges, compact appointment pills (next upcoming with green bg, last completed with gray bg). For null caller: centered placeholder text. Uses Badge component, FontAwesome icons (faUser, faCalendarCheck, faPhone).
+
+- [ ] **Step 2:** Verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 3:** Commit: `feat: AI summary card component (Zone 1)`
+
+---
+
+## Task 4: Suggestions Component (Frontend)
+
+**Files:**
+- Create: `helix-engage/src/components/call-desk/ai-suggestions.tsx`
+
+- [ ] **Step 1:** Create Zone 2 component. Props: `suggestions: Suggestion[]`, `onTellMeMore: (suggestion) => void`. Exports `Suggestion` type (id, type, title, script, priority). Renders: collapsible section header "Suggestions (N)", list of compact pill cards. Each pill: type icon (faArrowUp/faTag/faRotate/faClipboardCheck), title, priority dot (red/yellow/green). Click toggles expand with script text + "Tell me more" link. Collapse/expand toggle for entire section.
+
+- [ ] **Step 2:** Verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 3:** Commit: `feat: AI suggestions component (Zone 2)`
+
+---
+
+## Task 5: Rewrite AI Chat Panel (Frontend)
+
+**Files:**
+- Rewrite: `helix-engage/src/components/call-desk/ai-chat-panel.tsx`
+
+- [ ] **Step 1:** Rewrite to orchestrate 3 zones. New props: `callerSummary?: CallerSummary | null`. Adds `suggestions` state managed from parsed AI responses. `parseAiResponse(content)` extracts `{ message, suggestions }` from JSON, falls back to raw text on parse failure. Zone 1: AiSummaryCard (not shown for supervisor). Zone 2: AiSuggestions with `onTellMeMore` that appends "Tell me more about X" as chat message. Zone 3: chat with `displayMessages` that strips JSON wrapper showing only the message field. Auto-fire kept. Supervisor mode unchanged (quick actions, no summary/suggestions). Keep existing MessageContent + parseLine helpers.
+
+- [ ] **Step 2:** Verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 3:** Commit: `feat: rewrite AI chat panel — 3-zone coaching surface`
+
+---
+
+## Task 6: Wire Context Panel (Frontend)
+
+**Files:**
+- Modify: `helix-engage/src/components/call-desk/context-panel.tsx`
+
+- [ ] **Step 1:** Remove P360 tab toggle (activeTab state, tab buttons, P360 sections — appointments list, call history list, follow-ups list). Build `callerSummary` object from `selectedLead` + `appointments` data: name, phone, isNew, aiSummary, leadSource, utmCampaign, nextAppointment (first SCHEDULED after now), lastAppointment (first COMPLETED). Pass `callerSummary` to AiChatPanel as new prop. Single surface — AiChatPanel is the only content.
+
+- [ ] **Step 2:** Verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 3:** Commit: `feat: remove P360 toggle, single coaching surface`
+
+---
+
+## Task 7: Settings UI — Suggestion Rules Display
+
+**Files:**
+- Modify: `helix-engage/src/pages/rules-settings.tsx`
+
+- [ ] **Step 1:** Add `SUGGESTION_RULES` array (5 items: name, category, description, enabled) to the Automations tab. Render below existing automation rules with "AI Suggestions" subheading. Same card pattern: category badge, name, description, enabled/disabled dot. All enabled, read-only.
+
+- [ ] **Step 2:** Verify: `npx tsc --noEmit` exits 0
+
+- [ ] **Step 3:** Commit: `feat: display suggestion rules in Settings > Automations`
+
+---
+
+## Task 8: Build, Deploy, Test
+
+- [ ] **Step 1:** Build sidecar: `cd helix-engage-server && npm run build`
+- [ ] **Step 2:** Build frontend: `cd helix-engage && npm run build`
+- [ ] **Step 3:** Deploy sidecar to ECR + pull on EC2
+- [ ] **Step 4:** Deploy frontend to EC2 via rsync + restart Caddy
+- [ ] **Step 5:** Test on Tauri: rebuild frontend with Global URL, launch, trigger call. Verify: Zone 1 summary card, Zone 2 suggestions from rules, click expand shows script, "Tell me more" sends to chat, progressive suggestion updates, server logs show cache hits and no tool calls for patient data
+- [ ] **Step 6:** Final commit and push both repos

docs/specs/2026-04-17-ai-coaching-panel-design.md

@@ -0,0 +1,188 @@
+# AI Coaching Panel — Design Spec
+
+## Goal
+
+Replace the current AI chat panel with a proactive coaching surface that shows structured patient summaries, rule-driven upsell/cross-sell/retention suggestions with clickable scripts, and a contextual chat — all in the existing 400px right-hand panel.
+
+## Architecture
+
+Single scrollable panel, three zones. No tabs or toggles. Caller context pre-fetched and cached in Redis (CallerContextService). Rules engine produces suggestion triggers. AI renders triggers into natural language scripts. Every AI response includes updated suggestions (progressive).
+
+## Panel Layout
+
+### Zone 1 — Summary Card (pinned top, ~120px)
+
+- Patient name, age, gender, patient type badge (NEW / RETURNING)
+- 2-line AI summary (from `aiSummary` field on lead record)
+- Campaign badge + source tag (e.g., "Cervical Cancer Screening Drive" / "Google")
+- Compact appointment pills: next upcoming appointment (date + doctor), last completed (date + outcome)
+- Renders from CallerContextService data — no AI call needed for this zone
+
+For new callers (no lead/patient): shows phone number, "New Caller" badge, and a prompt to collect name.
+
+### Zone 2 — Suggestions (collapsible, below summary)
+
+- 2-4 suggestion pills as compact cards
+- Each pill: type icon (tag/arrow-up/rotate-cw), one-line title, priority dot (high/medium/low)
+- Click expands inline with a 2-3 sentence ready-to-read script
+- Expanded state has a "Tell me more" link that sends the suggestion as a chat message
+- Suggestions refresh with every AI response (progressive)
+- Collapse/expand toggle for the entire section ("Suggestions (3)")
+
+Suggestion types:
+- **upsell** — premium packages, add-on services
+- **crosssell** — related services in other departments
+- **retention** — reschedule missed appointments, follow up on lapsed visits
+- **operational** — fasting reminders, insurance docs, directions
+
+### Zone 3 — Chat (fills remaining space)
+
+- Streaming chat, same UX as today
+- Agent types questions or clicks "Tell me more" from a suggestion
+- Each AI response may include updated suggestions (Zone 2 refreshes)
+- Quick action pills at bottom, contextual to conversation state
+- Auto-fires patient summary on call connect (existing behavior, kept)
+
+## Structured AI Response Format
+
+Every AI response is structured JSON (not free-form text):
+
+```json
+{
+  "message": "Priya Sharma is a returning patient...",
+  "suggestions": [
+    {
+      "id": "s1",
+      "type": "upsell",
+      "title": "Cardiac Wellness Package",
+      "script": "Since you're already seeing Dr. Lakshmi for cardiology, we have a comprehensive cardiac wellness package...",
+      "priority": "high"
+    },
+    {
+      "id": "s2",
+      "type": "retention",
+      "title": "Reschedule missed appointment",
+      "script": "I see your last appointment on April 10th was rescheduled. Would you like me to book a new slot?",
+      "priority": "medium"
+    }
+  ]
+}
+```
+
+The `message` field renders as a chat bubble in Zone 3. The `suggestions` array replaces the current set in Zone 2. If `suggestions` is empty or absent, Zone 2 retains the previous set.
+
+The initial auto-fired response includes the summary message + first set of suggestions. Subsequent responses update suggestions based on conversation context.
+
+## Rules Engine to AI Prompt Pipeline
+
+### Step 1: Rules evaluation
+
+CallerContextService already builds the caller facts (appointments, campaigns, call history, lead status, interested service). The rules engine evaluates these facts against configured suggestion rules.
+
+Each rule produces a raw trigger:
+```json
+{
+  "type": "upsell",
+  "product": "cardiac-wellness-package",
+  "reason": "Patient has cardiology appointment, no wellness package booked",
+  "priority": "high"
+}
+```
+
+### Step 2: Prompt injection
+
+Raw triggers are appended to the system prompt as a `SUGGESTION RULES` section:
+
+```
+SUGGESTION RULES (from business configuration):
+Based on this caller's profile, the following suggestions should be offered.
+Generate a natural, conversational script for each that the agent can read aloud.
+Return them in the `suggestions` array of your JSON response.
+
+1. [upsell/high] Cardiac Wellness Package — patient has cardiology appointment, no wellness package booked
+2. [retention/medium] Reschedule missed appointment — last appointment was rescheduled, no new booking
+```
+
+### Step 3: AI generates scripts
+
+The AI turns the raw triggers into conversational scripts using the caller's context (name, history, doctor, department). Scripts are personalized, not templated.
+
+### Step 4: Seeded rules
+
+Default suggestion rules seeded in the rules engine config:
+- Package upsell by department (cardiology → cardiac wellness, ortho → physio package)
+- Reschedule missed/cancelled appointments
+- Cross-sell related departments (ortho → physio, cardio → dietician)
+- First-visit patient: suggest health checkup package
+- Returning patient with no recent visit: re-engagement prompt
+
+These rules are displayed read-only in Settings > Automations tab (same card pattern as existing automation rules — visible but not editable in v1).
+
+## Data Flow
+
+```
+Call arrives
+  -> CallerResolutionController.resolve()
+    -> CallerContextService.prewarm() (parallel fetch + Redis cache)
+  -> Frontend auto-fires AI chat
+    -> POST /api/ai/stream
+      -> buildCallerContext() — Redis cache hit
+      -> rulesEngine.evaluate(callerFacts) — produces suggestion triggers
+      -> buildSystemPrompt(KB + callerContext + suggestionRules + structuredOutputInstructions)
+      -> streamText() — AI returns structured JSON { message, suggestions }
+    -> Frontend parses response
+      -> Zone 1: summary card from CallerContextService (no AI needed)
+      -> Zone 2: suggestions from AI response
+      -> Zone 3: message as chat bubble
+
+Agent clicks "Tell me more" on a suggestion
+  -> Sent as chat message: "Tell me more about the Cardiac Wellness Package"
+  -> AI responds with detailed info + updated suggestions
+  -> Zone 2 refreshes with new suggestions
+
+Agent books appointment (via disposition/form)
+  -> System message injected into chat: "Agent booked appointment with Dr. Lakshmi on Apr 24"
+  -> Next AI response reflects the action + updates suggestions
+    (e.g., removes "reschedule" suggestion, adds "send appointment reminder via WhatsApp")
+```
+
+## Surface Area
+
+### Sidecar (helix-engage-server)
+
+| File | Change |
+|------|--------|
+| `ai-chat.controller.ts` | Add structured output instructions to system prompt. Add suggestion rules injection from rules engine. Parse/pass suggestion triggers. |
+| `caller-context.service.ts` | Add rules evaluation method that runs caller facts against suggestion rules. Return triggers alongside context. |
+| `rules-engine/` | Seed default suggestion rules (JSON config in Redis or file). |
+| `config/ai.defaults.ts` | Update `ccAgentHelper` prompt template with structured output format instructions and suggestion generation rules. |
+
+### Frontend (helix-engage)
+
+| File | Change |
+|------|--------|
+| NEW: `ai-summary-card.tsx` | Zone 1 — patient profile card rendered from CallerContextService data |
+| NEW: `ai-suggestions.tsx` | Zone 2 — suggestion pills with expand/collapse, script display, "Tell me more" |
+| REWRITE: `ai-chat-panel.tsx` | Orchestrates all 3 zones. Parses structured JSON responses. Manages suggestion state. Passes "Tell me more" clicks as chat messages. |
+| `context-panel.tsx` | Remove P360 tab toggle. Single surface — AI coaching panel is the only mode. |
+
+### No changes needed
+
+- `call-desk.tsx` — panel wrapper stays the same
+- `app-shell.tsx` — no changes
+- `CallerContextService` — already built, just add rules evaluation call
+- Frontend build pipeline — no new dependencies
+
+## What this replaces
+
+- P360 context tab (appointments, call history, follow-ups tables) — replaced by AI summary card
+- AI chat toggle — removed (single surface)
+- Tool-based patient lookups during chat — replaced by pre-fetched context in KB
+- Static quick action pills — replaced by rule-driven contextual suggestions
+
+## Out of scope for v1
+
+- Editable suggestion rules UI (shown read-only in Settings)
+- Supervisor AI coaching (different tool set, different panel)
+- Real-time transcript-driven suggestions (requires live call transcription)
+- Suggestion analytics (which suggestions agents click, conversion tracking)

src/components/call-desk/ai-chat-panel.tsx

@@ -1,9 +1,11 @@
 import type { ReactNode } from 'react';
-import { useRef, useEffect } from 'react';
+import { useState, useRef, useEffect, useCallback } from 'react';
 import { useThemeTokens } from '@/providers/theme-token-provider';
 import { useChat } from '@ai-sdk/react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import { faPaperPlaneTop, faSparkles, faUserHeadset } from '@fortawesome/pro-duotone-svg-icons';
+import { AiSummaryCard, type CallerSummary } from './ai-summary-card';
+import { AiSuggestions, type Suggestion } from './ai-suggestions';
 
 const API_URL = import.meta.env.VITE_API_URL ?? 'http://localhost:4100';
 
@@ -16,14 +18,10 @@ type CallerContext = {
 
 interface AiChatPanelProps {
     callerContext?: CallerContext;
+    callerSummary?: CallerSummary | null;
     onChatStart?: () => void;
 }
 
-// Supervisor has different quick-action prompts than the CC agent — they
-// ask about team metrics, not patient / doctor info. Hardcoded here rather
-// than in theme tokens because the prompts map 1:1 to the supervisor tool
-// set in ai-chat.controller.ts (get_agent_performance, get_call_summary,
-// get_campaign_stats) — changing the tools means changing these prompts.
 const SUPERVISOR_QUICK_ACTIONS = [
     { label: 'Agent performance', prompt: 'Show me agent performance this week.' },
     { label: 'Call summary', prompt: 'Summarize call activity this week.' },
@@ -33,27 +31,49 @@ const SUPERVISOR_QUICK_ACTIONS = [
 
 const SUPERVISOR_INTRO = 'Ask me about agent performance, call trends, or campaign stats.';
 
-export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) => {
+const parseAiResponse = (content: string): { message: string; suggestions: Suggestion[] } => {
+    const trimmed = content.trim();
+    try {
+        const parsed = JSON.parse(trimmed);
+        if (parsed.message) {
+            return {
+                message: parsed.message,
+                suggestions: Array.isArray(parsed.suggestions) ? parsed.suggestions : [],
+            };
+        }
+    } catch {}
+    return { message: content, suggestions: [] };
+};
+
+export const AiChatPanel = ({ callerContext, callerSummary, onChatStart }: AiChatPanelProps) => {
     const { tokens } = useThemeTokens();
     const isSupervisor = callerContext?.type === 'supervisor';
     const quickActions = isSupervisor ? SUPERVISOR_QUICK_ACTIONS : tokens.ai.quickActions;
     const introText = isSupervisor ? SUPERVISOR_INTRO : 'Ask me about doctors, clinics, packages, or patient info.';
     const messagesEndRef = useRef<HTMLDivElement>(null);
     const chatStartedRef = useRef(false);
+    const [suggestions, setSuggestions] = useState<Suggestion[]>([]);
 
     const token = localStorage.getItem('helix_access_token') ?? '';
 
     const { messages, input, handleSubmit, handleInputChange, isLoading, append, setMessages } = useChat({
         api: `${API_URL}/api/ai/stream`,
         streamProtocol: 'text',
-        headers: {
+        headers: { 'Authorization': `Bearer ${token}` },
-            'Authorization': `Bearer ${token}`,
+        body: { context: callerContext },
-        },
-        body: {
-            context: callerContext,
-        },
     });
 
+    useEffect(() => {
+        if (isLoading) return;
+        const lastAssistant = [...messages].reverse().find(m => m.role === 'assistant');
+        if (lastAssistant) {
+            const parsed = parseAiResponse(lastAssistant.content);
+            if (parsed.suggestions.length > 0) {
+                setSuggestions(parsed.suggestions);
+            }
+        }
+    }, [messages, isLoading]);
+
     useEffect(() => {
         const el = messagesEndRef.current;
         if (el?.parentElement) {
@@ -65,37 +85,27 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
         }
     }, [messages, onChatStart]);
 
-    // Auto-fire a patient-summary request when a caller with a leadId appears
-    // on the panel. Resets whenever the caller changes (new incoming call) or
-    // the call ends (leadId clears), so each call starts fresh. The sidecar's
-    // AI agent inspects the leadId and replies with appointment/disposition/
-    // notes history when the caller is a returning patient.
     const autoFiredForLeadRef = useRef<string | null>(null);
     useEffect(() => {
         const leadId = callerContext?.leadId ?? null;
-
-        // Call ended or no caller — wipe the panel so the next caller's
-        // context doesn't bleed over and the agent isn't staring at a stale
-        // summary in the worklist view between calls.
         if (!leadId) {
             if (autoFiredForLeadRef.current !== null) {
                 autoFiredForLeadRef.current = null;
                 setMessages([]);
+                setSuggestions([]);
                 chatStartedRef.current = false;
             }
             return;
         }
-
         if (autoFiredForLeadRef.current === leadId) return;
-
-        // New caller — clear any prior chat state and fire the summary prompt.
         autoFiredForLeadRef.current = leadId;
         setMessages([]);
+        setSuggestions([]);
         chatStartedRef.current = false;
         const name = callerContext?.leadName ?? 'this caller';
         append({
             role: 'user',
-            content: `Give me a quick summary of ${name} — prior appointments, last disposition, any outstanding notes. If net-new, say so.`,
+            content: `Give me a quick summary of ${name} and suggest relevant actions for this call.`,
         });
     }, [callerContext?.leadId, callerContext?.leadName, append, setMessages]);
 
@@ -103,15 +113,37 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
         append({ role: 'user', content: prompt });
     };
 
+    const handleTellMeMore = useCallback((suggestion: Suggestion) => {
+        append({
+            role: 'user',
+            content: `Tell me more about "${suggestion.title}" — give me a detailed script and any relevant details.`,
+        });
+    }, [append]);
+
+    // Filter out the currently-streaming assistant message (shows raw JSON).
+    // Only display completed assistant messages with parsed content.
+    const displayMessages = messages
+        .filter((msg, i) => {
+            if (msg.role === 'assistant' && isLoading && i === messages.length - 1) return false;
+            return true;
+        })
+        .map(msg => {
+            if (msg.role === 'assistant') {
+                const parsed = parseAiResponse(msg.content);
+                return { ...msg, content: parsed.message };
+            }
+            return msg;
+        });
+
     return (
-        <div className="flex h-full flex-col p-3">
+        <div className="flex h-full flex-col gap-2 p-3">
+            {!isSupervisor && <AiSummaryCard caller={callerSummary ?? null} />}
+
             <div className="flex-1 space-y-3 overflow-y-auto min-h-0">
-                {messages.length === 0 && (
+                {displayMessages.length === 0 && (
                     <div className="flex flex-col items-center justify-center py-6 text-center">
                         <FontAwesomeIcon icon={faSparkles} className="mb-2 size-6 text-fg-brand-primary" />
-                        <p className="text-xs text-tertiary">
+                        <p className="text-xs text-tertiary">{introText}</p>
-                            {introText}
-                        </p>
                         <div className="mt-3 flex flex-wrap justify-center gap-1.5">
                             {quickActions.map((action) => (
                                 <button
@@ -127,18 +159,11 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
                     </div>
                 )}
 
-                {messages.map((msg) => (
+                {displayMessages.map((msg) => (
-                    <div
+                    <div key={msg.id} className={`flex ${msg.role === 'user' ? 'justify-end' : 'justify-start'}`}>
-                        key={msg.id}
+                        <div className={`max-w-[90%] rounded-xl px-3 py-2 text-xs leading-relaxed ${
-                        className={`flex ${msg.role === 'user' ? 'justify-end' : 'justify-start'}`}
+                            msg.role === 'user' ? 'bg-brand-solid text-white' : 'bg-secondary text-primary'
-                    >
+                        }`}>
-                        <div
-                            className={`max-w-[90%] rounded-xl px-3 py-2 text-xs leading-relaxed ${
-                                msg.role === 'user'
-                                    ? 'bg-brand-solid text-white'
-                                    : 'bg-secondary text-primary'
-                            }`}
-                        >
                             {msg.role === 'assistant' && (
                                 <div className="mb-1 flex items-center gap-1">
                                     <FontAwesomeIcon icon={faSparkles} className="size-2.5 text-fg-brand-primary" />
@@ -165,7 +190,11 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
                 <div ref={messagesEndRef} />
             </div>
 
-            <form onSubmit={handleSubmit} className="mt-2 flex items-center gap-2 shrink-0">
+            {!isSupervisor && suggestions.length > 0 && (
+                <AiSuggestions suggestions={suggestions} onTellMeMore={handleTellMeMore} />
+            )}
+
+            <form onSubmit={handleSubmit} className="flex items-center gap-2 shrink-0">
                 <div className="flex flex-1 items-center rounded-lg border border-secondary bg-primary shadow-xs transition duration-100 ease-linear focus-within:border-brand focus-within:ring-4 focus-within:ring-brand-100">
                     <FontAwesomeIcon icon={faUserHeadset} className="ml-2.5 size-3.5 text-fg-quaternary" />
                     <input
@@ -188,20 +217,17 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
         </div>
     );
 };
-// Tool result cards will be added in Phase 2 when SDK versions are aligned for data stream protocol
 
 const parseLine = (text: string): ReactNode[] => {
     const parts: ReactNode[] = [];
     const boldPattern = /\*\*(.+?)\*\*/g;
     let lastIndex = 0;
     let match: RegExpExecArray | null;
-
     while ((match = boldPattern.exec(text)) !== null) {
         if (match.index > lastIndex) parts.push(text.slice(lastIndex, match.index));
         parts.push(<strong key={match.index} className="font-semibold">{match[1]}</strong>);
         lastIndex = boldPattern.lastIndex;
     }
-
     if (lastIndex < text.length) parts.push(text.slice(lastIndex));
     return parts.length > 0 ? parts : [text];
 };
@@ -209,7 +235,6 @@ const parseLine = (text: string): ReactNode[] => {
 const MessageContent = ({ content }: { content: string }) => {
     if (!content) return null;
     const lines = content.split('\n');
-
     return (
         <div className="space-y-1">
             {lines.map((line, i) => {

src/components/call-desk/ai-suggestions.tsx

@@ -0,0 +1,102 @@
+import { useState } from 'react';
+import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
+import { faTag, faArrowUp, faRotate, faClipboardCheck, faChevronDown, faChevronUp } from '@fortawesome/pro-duotone-svg-icons';
+import { cx } from '@/utils/cx';
+
+export type Suggestion = {
+    id: string;
+    type: 'upsell' | 'crosssell' | 'retention' | 'operational';
+    title: string;
+    script: string;
+    priority: 'high' | 'medium' | 'low';
+};
+
+interface AiSuggestionsProps {
+    suggestions: Suggestion[];
+    onTellMeMore: (suggestion: Suggestion) => void;
+}
+
+const TYPE_ICONS = {
+    upsell: faArrowUp,
+    crosssell: faTag,
+    retention: faRotate,
+    operational: faClipboardCheck,
+};
+
+const PRIORITY_COLORS = {
+    high: 'bg-error-solid',
+    medium: 'bg-warning-solid',
+    low: 'bg-success-solid',
+};
+
+export const AiSuggestions = ({ suggestions, onTellMeMore }: AiSuggestionsProps) => {
+    const [collapsed, setCollapsed] = useState(false);
+    const [expandedId, setExpandedId] = useState<string | null>(null);
+
+    if (suggestions.length === 0) return null;
+
+    return (
+        <div className="rounded-xl border border-secondary bg-primary">
+            <button
+                onClick={() => setCollapsed(!collapsed)}
+                className="flex w-full items-center justify-between px-3 py-2 text-left"
+            >
+                <span className="text-[10px] font-semibold uppercase tracking-wider text-tertiary">
+                    Suggestions ({suggestions.length})
+                </span>
+                <FontAwesomeIcon
+                    icon={collapsed ? faChevronDown : faChevronUp}
+                    className="size-2.5 text-fg-quaternary"
+                />
+            </button>
+
+            {!collapsed && (
+                <div className="space-y-1 px-2 pb-2">
+                    {suggestions.map((s) => {
+                        const isExpanded = expandedId === s.id;
+                        return (
+                            <div
+                                key={s.id}
+                                className={cx(
+                                    'rounded-lg border transition duration-100 ease-linear',
+                                    isExpanded ? 'border-brand bg-brand-primary' : 'border-secondary hover:border-tertiary',
+                                )}
+                            >
+                                <button
+                                    onClick={() => setExpandedId(isExpanded ? null : s.id)}
+                                    className="flex w-full items-center gap-2 px-2.5 py-2 text-left"
+                                >
+                                    <FontAwesomeIcon
+                                        icon={TYPE_ICONS[s.type]}
+                                        className="size-3 text-fg-brand-secondary shrink-0"
+                                    />
+                                    <span className="flex-1 text-xs font-medium text-primary truncate">
+                                        {s.title}
+                                    </span>
+                                    <span className={cx('size-1.5 rounded-full shrink-0', PRIORITY_COLORS[s.priority])} />
+                                </button>
+
+                                {isExpanded && (
+                                    <div className="px-2.5 pb-2.5">
+                                        <p className="text-xs text-secondary leading-relaxed mb-2">
+                                            {s.script}
+                                        </p>
+                                        <button
+                                            onClick={(e) => {
+                                                e.stopPropagation();
+                                                onTellMeMore(s);
+                                            }}
+                                            className="text-[10px] font-medium text-brand-secondary hover:text-brand-primary transition"
+                                        >
+                                            Tell me more &rarr;
+                                        </button>
+                                    </div>
+                                )}
+                            </div>
+                        );
+                    })}
+                </div>
+            )}
+        </div>
+    );
+};

src/components/call-desk/ai-summary-card.tsx

@@ -0,0 +1,88 @@
+import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
+import { faUser, faCalendarCheck, faPhone } from '@fortawesome/pro-duotone-svg-icons';
+import { Badge } from '@/components/base/badges/badges';
+
+export type CallerSummary = {
+    name: string;
+    phone: string;
+    isNew: boolean;
+    aiSummary?: string | null;
+    leadSource?: string | null;
+    utmCampaign?: string | null;
+    nextAppointment?: { scheduledAt: string; doctorName: string; department: string } | null;
+    lastAppointment?: { scheduledAt: string; status: string; department: string } | null;
+};
+
+interface AiSummaryCardProps {
+    caller: CallerSummary | null;
+}
+
+const formatDate = (dateStr: string): string => {
+    const d = new Date(dateStr);
+    return d.toLocaleDateString('en-IN', { day: 'numeric', month: 'short' });
+};
+
+export const AiSummaryCard = ({ caller }: AiSummaryCardProps) => {
+    if (!caller) {
+        return (
+            <div className="rounded-xl border border-secondary bg-secondary_alt p-3">
+                <p className="text-xs text-quaternary text-center">Select a patient or receive a call</p>
+            </div>
+        );
+    }
+
+    return (
+        <div className="rounded-xl border border-secondary bg-secondary_alt p-3 space-y-2">
+            <div className="flex items-center gap-2">
+                <div className="flex size-8 shrink-0 items-center justify-center rounded-full bg-brand-primary">
+                    <FontAwesomeIcon icon={faUser} className="size-3 text-fg-brand-primary" />
+                </div>
+                <div className="min-w-0 flex-1">
+                    <div className="flex items-center gap-1.5">
+                        <span className="text-sm font-semibold text-primary truncate">{caller.name || caller.phone}</span>
+                        <Badge size="sm" color={caller.isNew ? 'brand' : 'success'} type="pill-color">
+                            {caller.isNew ? 'New' : 'Returning'}
+                        </Badge>
+                    </div>
+                    {caller.name && (
+                        <span className="text-[10px] text-tertiary">{caller.phone}</span>
+                    )}
+                </div>
+            </div>
+
+            {caller.aiSummary && (
+                <p className="text-xs text-secondary leading-relaxed line-clamp-2">{caller.aiSummary}</p>
+            )}
+
+            {(caller.leadSource || caller.utmCampaign) && (
+                <div className="flex flex-wrap gap-1">
+                    {caller.leadSource && (
+                        <Badge size="sm" color="gray" type="pill-color">{caller.leadSource}</Badge>
+                    )}
+                    {caller.utmCampaign && (
+                        <Badge size="sm" color="purple" type="pill-color">{caller.utmCampaign}</Badge>
+                    )}
+                </div>
+            )}
+
+            <div className="flex gap-2">
+                {caller.nextAppointment && (
+                    <div className="flex items-center gap-1.5 rounded-lg bg-success-primary px-2 py-1">
+                        <FontAwesomeIcon icon={faCalendarCheck} className="size-2.5 text-fg-success-primary" />
+                        <span className="text-[10px] font-medium text-success-primary">
+                            {formatDate(caller.nextAppointment.scheduledAt)} &middot; {caller.nextAppointment.doctorName}
+                        </span>
+                    </div>
+                )}
+                {caller.lastAppointment && (
+                    <div className="flex items-center gap-1.5 rounded-lg bg-secondary px-2 py-1">
+                        <FontAwesomeIcon icon={faPhone} className="size-2.5 text-fg-quaternary" />
+                        <span className="text-[10px] text-tertiary">
+                            Last: {formatDate(caller.lastAppointment.scheduledAt)} &middot; {caller.lastAppointment.status}
+                        </span>
+                    </div>
+                )}
+            </div>
+        </div>
+    );
+};

src/components/call-desk/context-panel.tsx

@@ -1,28 +1,13 @@
 import { useState, useCallback, useMemo } from 'react';
-import { useNavigate } from 'react-router';
-import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import {
-    faSparkles, faPhone, faChevronDown, faChevronUp,
-    faCalendarCheck, faClockRotateLeft, faPhoneMissed,
-    faPhoneArrowDown, faPhoneArrowUp, faListCheck,
-} from '@fortawesome/pro-duotone-svg-icons';
 import { AiChatPanel } from './ai-chat-panel';
-import { Badge } from '@/components/base/badges/badges';
+import type { Appointment } from '@/types/entities';
-import { formatPhone, formatShortDate } from '@/lib/format';
-import { cx } from '@/utils/cx';
-import type { LeadActivity, Call, FollowUp, Patient, Appointment } from '@/types/entities';
 import { AppointmentForm } from './appointment-form';
 
-// The context panel can render for any worklist item — not just leads.
-// Missed calls and follow-ups provide a subset of the fields (phone +
-// patientId + name) without a full Lead entity. ContextPanelSubject
-// captures the minimum the panel needs to render P360.
 export type ContextPanelSubject = {
     id: string;
     contactName?: { firstName: string; lastName: string } | null;
     contactPhone?: Array<{ number: string; callingCode: string }> | null;
     patientId?: string | null;
-    // Lead-specific fields — present when the subject IS a lead
     leadSource?: string | null;
     leadStatus?: string | null;
     aiSummary?: string | null;
@@ -33,55 +18,17 @@ export type ContextPanelSubject = {
 
 interface ContextPanelProps {
     selectedLead: ContextPanelSubject | null;
-    activities: LeadActivity[];
+    activities: any[];
-    calls: Call[];
+    calls: any[];
-    followUps: FollowUp[];
+    followUps: any[];
     appointments: Appointment[];
-    patients: Patient[];
+    patients: any[];
     callerPhone?: string;
     isInCall?: boolean;
     callUcid?: string | null;
 }
 
-const formatTimeAgo = (dateStr: string): string => {
+export const ContextPanel = ({ selectedLead, appointments, callerPhone }: ContextPanelProps) => {
-    const minutes = Math.round((Date.now() - new Date(dateStr).getTime()) / 60000);
-    if (minutes < 1) return 'Just now';
-    if (minutes < 60) return `${minutes}m ago`;
-    const hours = Math.floor(minutes / 60);
-    if (hours < 24) return `${hours}h ago`;
-    return `${Math.floor(hours / 24)}d ago`;
-};
-
-const formatDuration = (sec: number): string => {
-    if (sec < 60) return `${sec}s`;
-    return `${Math.floor(sec / 60)}m ${sec % 60}s`;
-};
-
-const SectionHeader = ({ icon, label, count, expanded, onToggle }: {
-    icon: any; label: string; count?: number; expanded: boolean; onToggle: () => void;
-}) => (
-    <button
-        onClick={onToggle}
-        className="flex w-full items-center gap-1.5 py-1.5 text-left group"
-    >
-        <FontAwesomeIcon icon={icon} className="size-3 text-fg-quaternary" />
-        <span className="text-[11px] font-bold uppercase tracking-wider text-tertiary">{label}</span>
-        {count !== undefined && count > 0 && (
-            <span className="text-[10px] font-semibold text-brand-secondary bg-brand-primary px-1.5 py-0.5 rounded-full">{count}</span>
-        )}
-        <FontAwesomeIcon
-            icon={expanded ? faChevronUp : faChevronDown}
-            className="size-2.5 text-fg-quaternary ml-auto opacity-0 group-hover:opacity-100 transition duration-100 ease-linear"
-        />
-    </button>
-);
-
-export const ContextPanel = ({ selectedLead, activities, calls, followUps, appointments, patients, callerPhone, isInCall }: ContextPanelProps) => {
-    const navigate = useNavigate();
-    const [contextExpanded, setContextExpanded] = useState(true);
-    const [insightExpanded, setInsightExpanded] = useState(true);
-    const [actionsExpanded, setActionsExpanded] = useState(true);
-    const [recentExpanded, setRecentExpanded] = useState(true);
     const [editingAppointment, setEditingAppointment] = useState<Appointment | null>(null);
 
     const lead = selectedLead;
@@ -96,21 +43,6 @@ export const ContextPanel = ({ selectedLead, activities, calls, followUps, appoi
         leadName: fullName,
     } : callerPhone ? { callerPhone } : undefined;
 
-    // Filter data for this lead
-    const leadCalls = useMemo(() =>
-        calls.filter(c => c.leadId === lead?.id || (callerPhone && c.callerNumber?.[0]?.number?.endsWith(callerPhone)))
-            .sort((a, b) => new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime())
-            .slice(0, 5),
-        [calls, lead, callerPhone],
-    );
-
-    const leadFollowUps = useMemo(() =>
-        followUps.filter(f => f.patientId === lead?.patientId && f.followUpStatus !== 'COMPLETED' && f.followUpStatus !== 'CANCELLED')
-            .sort((a, b) => new Date(a.scheduledAt ?? '').getTime() - new Date(b.scheduledAt ?? '').getTime())
-            .slice(0, 3),
-        [followUps, lead],
-    );
-
     const leadAppointments = useMemo(() => {
         const patientId = lead?.patientId;
         if (!patientId) return [];
@@ -120,29 +52,9 @@ export const ContextPanel = ({ selectedLead, activities, calls, followUps, appoi
             .slice(0, 3);
     }, [appointments, lead]);
 
-    const leadActivities = useMemo(() =>
+    const handleChatStart = useCallback(() => {}, []);
-        activities.filter(a => a.leadId === lead?.id)
-            .sort((a, b) => new Date(b.occurredAt ?? '').getTime() - new Date(a.occurredAt ?? '').getTime())
-            .slice(0, 5),
-        [activities, lead],
-    );
 
-    // Linked patient
+    // Edit mode takes over the whole right panel
-    const linkedPatient = useMemo(() =>
-        patients.find(p => p.id === lead?.patientId),
-        [patients, lead],
-    );
-
-    // Auto-collapse context sections when chat starts
-    const handleChatStart = useCallback(() => {
-        setContextExpanded(false);
-    }, []);
-
-    const hasContext = !!(lead?.aiSummary || leadCalls.length || leadFollowUps.length || leadAppointments.length || leadActivities.length);
-
-    // Edit mode takes over the whole right panel — otherwise the
-    // AppointmentForm competes with the AI panel + context blocks for
-    // vertical space and gets crushed into a tiny strip at the bottom.
     if (editingAppointment) {
         return (
             <div className="flex h-full flex-col">
@@ -178,199 +90,28 @@ export const ContextPanel = ({ selectedLead, activities, calls, followUps, appoi
         );
     }
 
+    // Build callerSummary for the AI coaching panel
+    const nextAppt = leadAppointments.find(a => a.appointmentStatus === 'SCHEDULED' && new Date(a.scheduledAt ?? '') > new Date());
+    const lastAppt = leadAppointments.find(a => a.appointmentStatus === 'COMPLETED');
+    const callerSummary = lead ? {
+        name: fullName,
+        phone: phone?.number ?? callerPhone ?? '',
+        isNew: false,
+        aiSummary: (lead as any).aiSummary ?? null,
+        leadSource: (lead as any).leadSource ?? null,
+        utmCampaign: (lead as any).utmCampaign ?? null,
+        nextAppointment: nextAppt ? { scheduledAt: nextAppt.scheduledAt ?? '', doctorName: nextAppt.doctorName ?? '', department: nextAppt.department ?? '' } : null,
+        lastAppointment: lastAppt ? { scheduledAt: lastAppt.scheduledAt ?? '', status: lastAppt.appointmentStatus ?? '', department: lastAppt.department ?? '' } : null,
+    } : callerPhone ? {
+        name: '',
+        phone: callerPhone,
+        isNew: true,
+    } : null;
+
     return (
         <div className="flex h-full flex-col">
-            {/* Lead header — always visible */}
-            {lead && (
-                <div className="shrink-0 border-b border-secondary">
-                    <button
-                        onClick={() => setContextExpanded(!contextExpanded)}
-                        className="flex w-full items-center gap-2 px-4 py-2.5 text-left hover:bg-primary_hover transition duration-100 ease-linear"
-                    >
-                        {isInCall && (
-                            <FontAwesomeIcon icon={faPhone} className="size-3 text-fg-success-primary shrink-0" />
-                        )}
-                        <span className="text-sm font-semibold text-primary truncate">{fullName || 'Unknown'}</span>
-                        {phone && (
-                            <span className="text-xs text-tertiary shrink-0">{formatPhone(phone)}</span>
-                        )}
-                        {lead.leadStatus && (
-                            <Badge size="sm" color="brand" type="pill-color" className="shrink-0">{lead.leadStatus.replace(/_/g, ' ')}</Badge>
-                        )}
-                        <FontAwesomeIcon
-                            icon={contextExpanded ? faChevronUp : faChevronDown}
-                            className="size-3 text-fg-quaternary ml-auto shrink-0"
-                        />
-                    </button>
-
-                    {/* Expanded context sections */}
-                    {contextExpanded && (
-                        <div className="px-4 pb-3 space-y-1 overflow-y-auto" style={{ maxHeight: '50vh' }}>
-                            {/* AI Insight */}
-                            {lead.aiSummary && (
-                                <div>
-                                    <SectionHeader icon={faSparkles} label="AI Insight" expanded={insightExpanded} onToggle={() => setInsightExpanded(!insightExpanded)} />
-                                    {insightExpanded && (
-                                        <div className="rounded-lg bg-brand-primary p-2.5 mb-1">
-                                            <p className="text-xs leading-relaxed text-primary">{lead.aiSummary}</p>
-                                            {lead.aiSuggestedAction && (
-                                                <p className="mt-1.5 text-xs font-semibold text-brand-secondary">{lead.aiSuggestedAction}</p>
-                                            )}
-                                        </div>
-                                    )}
-                                </div>
-                            )}
-
-                            {/* Campaign info */}
-                            {(lead.utmCampaign || lead.campaignId) && (
-                                <div className="flex items-center gap-1.5 px-1 py-1">
-                                    <span className="text-[11px] font-semibold uppercase tracking-wider text-tertiary">Campaign</span>
-                                    <Badge size="sm" color="brand" type="pill-color">
-                                        {lead.utmCampaign ?? lead.campaignId}
-                                    </Badge>
-                                </div>
-                            )}
-
-                            {/* Quick Actions — upcoming appointments + follow-ups + linked patient */}
-                            {(leadAppointments.length > 0 || leadFollowUps.length > 0 || linkedPatient) && (
-                                <div>
-                                    <SectionHeader icon={faListCheck} label="Upcoming" count={leadAppointments.length + leadFollowUps.length} expanded={actionsExpanded} onToggle={() => setActionsExpanded(!actionsExpanded)} />
-                                    {actionsExpanded && (
-                                        <div className="space-y-1 mb-1">
-                                            {leadAppointments.map(appt => (
-                                                <div key={appt.id} className="flex items-center gap-2 rounded-lg bg-secondary px-2.5 py-2">
-                                                    <FontAwesomeIcon icon={faCalendarCheck} className="size-3 text-fg-brand-primary shrink-0" />
-                                                    <div className="min-w-0 flex-1">
-                                                        <span className="text-xs font-medium text-primary">
-                                                            {appt.doctorName ?? 'Appointment'}
-                                                        </span>
-                                                        <span className="text-[11px] text-tertiary ml-1">
-                                                            {appt.department}
-                                                        </span>
-                                                        {appt.scheduledAt && (
-                                                            <span className="text-[11px] text-tertiary ml-1">
-                                                                — {formatShortDate(appt.scheduledAt)}
-                                                            </span>
-                                                        )}
-                                                    </div>
-                                                    <Badge size="sm" color={appt.appointmentStatus === 'COMPLETED' ? 'success' : 'brand'} type="pill-color">
-                                                        {appt.appointmentStatus?.replace(/_/g, ' ') ?? 'Scheduled'}
-                                                    </Badge>
-                                                    <button
-                                                        onClick={() => setEditingAppointment(appt)}
-                                                        className="text-[11px] font-medium text-brand-secondary hover:text-brand-secondary_hover shrink-0"
-                                                    >
-                                                        Edit
-                                                    </button>
-                                                </div>
-                                            ))}
-                                            {leadFollowUps.map(fu => (
-                                                <div key={fu.id} className="flex items-center gap-2 rounded-lg bg-secondary px-2.5 py-2">
-                                                    <FontAwesomeIcon icon={faClockRotateLeft} className="size-3 text-fg-warning-primary shrink-0" />
-                                                    <div className="min-w-0 flex-1">
-                                                        <span className="text-xs font-medium text-primary">
-                                                            {fu.followUpType?.replace(/_/g, ' ') ?? 'Follow-up'}
-                                                        </span>
-                                                        {fu.scheduledAt && (
-                                                            <span className="text-[11px] text-tertiary ml-1.5">
-                                                                {formatShortDate(fu.scheduledAt)}
-                                                            </span>
-                                                        )}
-                                                    </div>
-                                                    <Badge size="sm" color={fu.followUpStatus === 'OVERDUE' ? 'error' : 'gray'} type="pill-color">
-                                                        {fu.followUpStatus?.replace(/_/g, ' ') ?? 'Pending'}
-                                                    </Badge>
-                                                </div>
-                                            ))}
-                                            {linkedPatient && (
-                                                <div className="flex items-center gap-2 rounded-lg bg-secondary px-2.5 py-2">
-                                                    <FontAwesomeIcon icon={faPhone} className="size-3 text-fg-success-primary shrink-0" />
-                                                    <span className="text-xs text-primary">
-                                                        Patient: <span className="font-medium">{linkedPatient.fullName?.firstName} {linkedPatient.fullName?.lastName}</span>
-                                                    </span>
-                                                    {linkedPatient.patientType && (
-                                                        <Badge size="sm" color="gray" type="pill-color" className="ml-auto">{linkedPatient.patientType}</Badge>
-                                                    )}
-                                                    <button
-                                                        onClick={() => navigate(`/patient/${linkedPatient.id}`)}
-                                                        className="text-[11px] font-medium text-brand-secondary hover:text-brand-secondary_hover shrink-0"
-                                                    >
-                                                        View 360
-                                                    </button>
-                                                </div>
-                                            )}
-                                        </div>
-                                    )}
-                                </div>
-                            )}
-
-                            {/* Recent calls + activities */}
-                            {(leadCalls.length > 0 || leadActivities.length > 0) && (
-                                <div>
-                                    <SectionHeader
-                                        icon={faClockRotateLeft}
-                                        label="Recent"
-                                        count={leadCalls.length + leadActivities.length}
-                                        expanded={recentExpanded}
-                                        onToggle={() => setRecentExpanded(!recentExpanded)}
-                                    />
-                                    {recentExpanded && (
-                                        <div className="space-y-0.5 mb-1">
-                                            {leadCalls.map(call => (
-                                                <div key={call.id} className="flex items-center gap-2 py-1.5 px-1">
-                                                    <FontAwesomeIcon
-                                                        icon={call.callStatus === 'MISSED' ? faPhoneMissed : call.callDirection === 'INBOUND' ? faPhoneArrowDown : faPhoneArrowUp}
-                                                        className={cx('size-3 shrink-0',
-                                                            call.callStatus === 'MISSED' ? 'text-fg-error-primary' :
-                                                            call.callDirection === 'INBOUND' ? 'text-fg-success-secondary' : 'text-fg-brand-secondary'
-                                                        )}
-                                                    />
-                                                    <div className="min-w-0 flex-1">
-                                                        <span className="text-xs text-primary">
-                                                            {call.callStatus === 'MISSED' ? 'Missed' : call.callDirection === 'INBOUND' ? 'Inbound' : 'Outbound'} call
-                                                        </span>
-                                                        {call.durationSeconds != null && call.durationSeconds > 0 && (
-                                                            <span className="text-[11px] text-tertiary ml-1">— {formatDuration(call.durationSeconds)}</span>
-                                                        )}
-                                                        {call.disposition && (
-                                                            <span className="text-[11px] text-tertiary ml-1">, {call.disposition.replace(/_/g, ' ')}</span>
-                                                        )}
-                                                    </div>
-                                                    <span className="text-[11px] text-quaternary shrink-0">
-                                                        {formatTimeAgo(call.startedAt ?? call.createdAt)}
-                                                    </span>
-                                                </div>
-                                            ))}
-                                            {leadActivities
-                                                .filter(a => !leadCalls.some(c => a.summary?.includes(c.callerNumber?.[0]?.number ?? '---')))
-                                                .slice(0, 3)
-                                                .map(a => (
-                                                    <div key={a.id} className="flex items-center gap-2 py-1.5 px-1">
-                                                        <span className="size-1.5 rounded-full bg-fg-quaternary shrink-0" />
-                                                        <span className="text-xs text-tertiary truncate flex-1">{a.summary}</span>
-                                                        {a.occurredAt && (
-                                                            <span className="text-[11px] text-quaternary shrink-0">{formatTimeAgo(a.occurredAt)}</span>
-                                                        )}
-                                                    </div>
-                                                ))
-                                            }
-                                        </div>
-                                    )}
-                                </div>
-                            )}
-
-                            {/* No context available */}
-                            {!hasContext && (
-                                <p className="text-xs text-quaternary py-2">No history for this lead yet.</p>
-                            )}
-                        </div>
-                    )}
-                </div>
-            )}
-
-            {/* AI Chat — fills remaining space */}
             <div className="flex flex-1 flex-col min-h-0 overflow-hidden">
-                <AiChatPanel callerContext={callerContext} onChatStart={handleChatStart} />
+                <AiChatPanel callerContext={callerContext} callerSummary={callerSummary} onChatStart={handleChatStart} />
             </div>
         </div>
     );

src/components/call-desk/phone-action-cell.tsx

@@ -74,43 +74,33 @@ export const PhoneActionCell = ({ phoneNumber, displayNumber, leadId: _leadId, o
             {/* Clickable phone number — calls directly */}
             <button
                 type="button"
-                onClick={handleCall}
+                onClick={canCall ? handleCall : undefined}
                 onTouchStart={onTouchStart}
                 onTouchEnd={onTouchEnd}
                 onContextMenu={(e) => { e.preventDefault(); setMenuOpen(true); }}
-                disabled={!canCall}
                 className={cx(
-                    'flex items-center gap-1.5 rounded-md px-1.5 py-1 text-sm transition duration-100 ease-linear',
+                    'flex items-center gap-1.5 rounded-md px-1.5 py-1 text-sm text-brand-secondary transition duration-100 ease-linear',
                     canCall
-                        ? 'cursor-pointer text-brand-secondary hover:bg-brand-primary hover:text-brand-secondary'
+                        ? 'cursor-pointer hover:bg-brand-primary'
-                        : 'cursor-default text-tertiary',
+                        : 'cursor-default',
                 )}
             >
                 <FontAwesomeIcon icon={faPhone} className="size-3" />
                 <span className="whitespace-nowrap">{displayNumber}</span>
             </button>
 
-            {/* Kebab menu trigger — desktop */}
+            {/* Kebab menu trigger — SMS + WhatsApp */}
             <button
                 type="button"
                 onClick={(e) => { e.stopPropagation(); setMenuOpen(!menuOpen); }}
-                className="flex size-6 items-center justify-center rounded-md text-fg-quaternary opacity-0 group-hover/row:opacity-100 hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
+                className="flex size-6 items-center justify-center rounded-md text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
             >
                 <FontAwesomeIcon icon={faEllipsisVertical} className="size-3" />
             </button>
 
-            {/* Context menu */}
+            {/* Context menu — SMS + WhatsApp only (dial is the primary click) */}
             {menuOpen && (
                 <div className="absolute left-0 top-full z-50 mt-1 w-40 rounded-lg bg-primary shadow-lg ring-1 ring-secondary py-1">
-                    <button
-                        type="button"
-                        onClick={handleCall}
-                        disabled={!canCall}
-                        className="flex w-full items-center gap-2 px-3 py-2 text-sm text-secondary hover:bg-primary_hover disabled:text-disabled"
-                    >
-                        <FontAwesomeIcon icon={faPhone} className="size-3.5 text-fg-success-secondary" />
-                        Call
-                    </button>
                     <button
                         type="button"
                         onClick={handleSms}

src/components/call-desk/worklist-panel.tsx

@@ -1,13 +1,9 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
-import { faPhoneArrowDown, faPhoneArrowUp, faMagnifyingGlass } from '@fortawesome/pro-duotone-svg-icons';
+import { faPhoneArrowDown, faPhoneArrowUp } from '@fortawesome/pro-duotone-svg-icons';
 import type { SortDescriptor } from 'react-aria-components';
 import { faIcon } from '@/lib/icon-wrapper';
 import { Table } from '@/components/application/table/table';
-
-const SearchLg = faIcon(faMagnifyingGlass);
 import { Badge } from '@/components/base/badges/badges';
-import { Input } from '@/components/base/input/input';
-import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
 import { PhoneActionCell } from './phone-action-cell';
 import { formatPhone, formatTimeOnly, formatShortDate } from '@/lib/format';
 import { notify } from '@/lib/toast';
@@ -79,6 +75,9 @@ interface WorklistPanelProps {
     onSelectItem: (selection: WorklistSelection) => void;
     selectedItemId: string | null;
     onDialMissedCall?: (missedCallId: string) => void;
+    // Lifted from internal state — owned by call-desk.tsx so the search
+    // input can live in the PageHeader row alongside other controls.
+    search: string;
 }
 
 type TabKey = 'all' | 'missed' | 'leads' | 'follow-ups';
@@ -299,9 +298,8 @@ const buildRows = (missedCalls: MissedCall[], followUps: WorklistFollowUp[], lea
     return actionableRows;
 };
 
-export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelectItem, selectedItemId, onDialMissedCall }: WorklistPanelProps) => {
+export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelectItem, selectedItemId, onDialMissedCall, search }: WorklistPanelProps) => {
     const [tab, setTab] = useState<TabKey>('all');
-    const [search, setSearch] = useState('');
     // Missed tab always shows PENDING callbacks. Attempted/Completed/Invalid
     // sub-tabs were removed per QA feedback — pending callbacks are the only
     // ones agents need to act on from the worklist.
@@ -402,8 +400,10 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
     const PAGE_SIZE = 15;
     const [page, setPage] = useState(1);
 
+    // Reset page when search changes from parent
+    useEffect(() => { setPage(1); }, [search]);
+
     const handleTabChange = useCallback((key: TabKey) => { setTab(key); setPage(1); }, []);
-    const handleSearch = useCallback((value: string) => { setSearch(value); setPage(1); }, []);
 
     const totalPages = Math.max(1, Math.ceil(filteredRows.length / PAGE_SIZE));
     const pagedRows = filteredRows.slice((page - 1) * PAGE_SIZE, page * PAGE_SIZE);
@@ -436,23 +436,22 @@ export const WorklistPanel = ({ missedCalls, followUps, leads, loading, onSelect
 
     return (
         <div className="flex flex-1 flex-col min-h-0 overflow-hidden">
-            {/* Filter tabs + search */}
+            {/* Filter pills — custom buttons matching All Leads pattern */}
-            <div className="flex shrink-0 items-end justify-between border-b border-secondary px-5 pt-3 pb-0.5">
+            <div className="flex shrink-0 items-center gap-1.5 px-5 py-2">
-                <Tabs selectedKey={tab} onSelectionChange={(key) => handleTabChange(key as TabKey)}>
+                {tabItems.map((item) => (
-                    <TabList items={tabItems} type="underline" size="sm">
+                    <button
-                        {(item) => <Tab key={item.id} id={item.id} label={item.label} badge={item.badge} />}
+                        key={item.id}
-                    </TabList>
+                        onClick={() => handleTabChange(item.id)}
-                </Tabs>
+                        className={cx(
-                <div className="w-44 shrink-0">
+                            'shrink-0 rounded-full px-3 py-1 text-xs font-medium transition duration-100 ease-linear',
-                    <Input
+                            tab === item.id
-                        placeholder="Search..."
+                                ? 'bg-brand-solid text-white'
-                        icon={SearchLg}
+                                : 'bg-secondary text-tertiary hover:text-secondary hover:bg-secondary_hover',
-                        size="sm"
+                        )}
-                        value={search}
+                    >
-                        onChange={handleSearch}
+                        {item.label}{item.badge ? ` (${item.badge})` : ''}
-                        aria-label="Search worklist"
+                    </button>
-                    />
+                ))}
-                </div>
             </div>
 
             {/* Missed-call sub-tabs removed per QA feedback — the Missed tab

src/components/layout/app-shell.tsx

@@ -8,7 +8,6 @@ import { useSip } from '@/providers/sip-provider';
 import { CallWidget } from '@/components/call-desk/call-widget';
 import { MaintOtpModal } from '@/components/modals/maint-otp-modal';
 import { AgentStatusToggle } from '@/components/call-desk/agent-status-toggle';
-import { NotificationBell } from './notification-bell';
 import { ResumeSetupBanner } from '@/components/setup/resume-setup-banner';
 import { Badge } from '@/components/base/badges/badges';
 import { useAuth } from '@/providers/auth-provider';
@@ -25,7 +24,7 @@ interface AppShellProps {
 
 export const AppShell = ({ children }: AppShellProps) => {
     const { pathname } = useLocation();
-    const { isCCAgent, isAdmin } = useAuth();
+    const { isCCAgent } = useAuth();
     const { isOpen, activeAction, close } = useMaintShortcuts();
     const { connectionStatus, isRegistered } = useSip();
     const networkQuality = useNetworkStatus();
@@ -118,35 +117,25 @@ export const AppShell = ({ children }: AppShellProps) => {
             <div className="flex h-screen bg-primary">
                 <Sidebar activeUrl={pathname} />
                 <div className="flex flex-1 flex-col overflow-hidden">
-                    {/* Persistent top bar — visible on all pages */}
+                    {/* Agent top bar — network indicator + status toggle (agents only) */}
-                    {(hasAgentConfig || isAdmin) && (
+                    {hasAgentConfig && (
                         <div className="flex shrink-0 items-center gap-2 border-b border-secondary px-4 py-2">
-                            {/* GlobalSearch hidden — navigation on result click
-                                routes to Patient 360 with stale appointment state
-                                from the call desk. Revisit when the Patient 360
-                                route properly resets context on mount. (#4) */}
-                            {/* <GlobalSearch /> */}
                             <div className="ml-auto flex items-center gap-2">
-                            {isAdmin && <NotificationBell />}
+                                <div className={cx(
-                            {hasAgentConfig && (
+                                    'flex items-center gap-1.5 rounded-full px-2.5 py-1 text-xs font-medium',
-                                <>
+                                    networkQuality === 'good'
-                                    <div className={cx(
+                                        ? 'bg-success-primary text-success-primary'
-                                        'flex items-center gap-1.5 rounded-full px-2.5 py-1 text-xs font-medium',
+                                        : networkQuality === 'offline'
-                                        networkQuality === 'good'
+                                            ? 'bg-error-secondary text-error-primary'
-                                            ? 'bg-success-primary text-success-primary'
+                                            : 'bg-warning-secondary text-warning-primary',
-                                            : networkQuality === 'offline'
+                                )}>
-                                                ? 'bg-error-secondary text-error-primary'
+                                    <FontAwesomeIcon
-                                                : 'bg-warning-secondary text-warning-primary',
+                                        icon={networkQuality === 'offline' ? faWifiSlash : faWifi}
-                                    )}>
+                                        className="size-3"
-                                        <FontAwesomeIcon
+                                    />
-                                            icon={networkQuality === 'offline' ? faWifiSlash : faWifi}
+                                    {networkQuality === 'good' ? 'Connected' : networkQuality === 'offline' ? 'No connection' : 'Unstable'}
-                                            className="size-3"
+                                </div>
-                                        />
+                                <AgentStatusToggle isRegistered={isRegistered} connectionStatus={connectionStatus} />
-                                        {networkQuality === 'good' ? 'Connected' : networkQuality === 'offline' ? 'No connection' : 'Unstable'}
-                                    </div>
-                                    <AgentStatusToggle isRegistered={isRegistered} connectionStatus={connectionStatus} />
-                                </>
-                            )}
                             </div>
                         </div>
                     )}

src/components/layout/page-header.tsx

@@ -0,0 +1,102 @@
+// PageHeader — consistent header layout for all list pages.
+//
+// Row 1: Title (+ optional badge + info icon) on the left,
+//         controls (search, columns, export, etc.) on the right.
+// Row 2: Optional tabs (underline style) — no extra borders.
+//
+// The `infoText` prop renders as a hoverable info icon (ⓘ) next to
+// the title. Long descriptive text goes here instead of inline
+// subtitle — keeps the header compact.
+//
+// Usage:
+//   <PageHeader
+//       title="Contacts"
+//       badge={16}
+//       infoText="People who reached out directly — phone, walk-in, referral."
+//       controls={<><Input .../> <Button .../></>}
+//       tabs={<Tabs ...><TabList ...>{...}</TabList></Tabs>}
+//   />
+
+import { useState, useRef, useEffect, type ReactNode } from 'react';
+import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
+import { faCircleInfo } from '@fortawesome/pro-duotone-svg-icons';
+import { NotificationBell } from './notification-bell';
+import { useAuth } from '@/providers/auth-provider';
+
+interface PageHeaderProps {
+    title: string;
+    badge?: number | string;
+    /** Short inline text next to badge — use sparingly (e.g. "17 total") */
+    subtitle?: string;
+    /** Longer descriptive text shown on info icon hover/click */
+    infoText?: string;
+    controls?: ReactNode;
+    tabs?: ReactNode;
+}
+
+const InfoTooltip = ({ text }: { text: string }) => {
+    const [open, setOpen] = useState(false);
+    const ref = useRef<HTMLDivElement>(null);
+
+    useEffect(() => {
+        if (!open) return;
+        const handler = (e: MouseEvent) => {
+            if (ref.current && !ref.current.contains(e.target as Node)) setOpen(false);
+        };
+        document.addEventListener('mousedown', handler);
+        return () => document.removeEventListener('mousedown', handler);
+    }, [open]);
+
+    return (
+        <div className="relative" ref={ref}>
+            <button
+                onClick={() => setOpen(!open)}
+                onMouseEnter={() => setOpen(true)}
+                onMouseLeave={() => setOpen(false)}
+                className="flex size-5 items-center justify-center rounded-full text-fg-quaternary hover:text-fg-secondary transition duration-100 ease-linear"
+                title={text}
+            >
+                <FontAwesomeIcon icon={faCircleInfo} className="size-4" />
+            </button>
+            {open && (
+                <div className="absolute left-0 top-full mt-1 z-50 w-72 rounded-lg bg-primary px-3 py-2 text-xs text-tertiary shadow-lg ring-1 ring-secondary">
+                    {text}
+                </div>
+            )}
+        </div>
+    );
+};
+
+export const PageHeader = ({ title, badge, subtitle, infoText, controls, tabs }: PageHeaderProps) => {
+    const { isAdmin } = useAuth();
+    return (
+    <div className="shrink-0">
+        {/* Row 1: title + controls */}
+        <div className="flex items-center justify-between px-6 py-3">
+            <div className="flex items-center gap-2">
+                <h1 className="text-lg font-bold text-primary">{title}</h1>
+                {badge != null && (
+                    <span className="inline-flex items-center justify-center rounded-full bg-brand-secondary px-2 py-0.5 text-xs font-semibold text-white">
+                        {badge}
+                    </span>
+                )}
+                {subtitle && (
+                    <span className="text-sm text-tertiary ml-1">{subtitle}</span>
+                )}
+                {infoText && <InfoTooltip text={infoText} />}
+            </div>
+            <div className="flex items-center gap-2">
+                {controls}
+                {isAdmin && <NotificationBell />}
+            </div>
+        </div>
+
+        {/* Row 2: optional tabs — no container border, tab underline is the separator */}
+        {tabs && (
+            <div className="px-6">
+                {tabs}
+            </div>
+        )}
+    </div>
+    );
+};

src/components/leads/lead-table.tsx

@@ -1,17 +1,14 @@
-import type { FC } from 'react';
 import { useMemo, useState } from 'react';
 import { TableBody as AriaTableBody } from 'react-aria-components';
 import type { SortDescriptor, Selection } from 'react-aria-components';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faEllipsisVertical } from '@fortawesome/pro-duotone-svg-icons';
+import { faEye } from '@fortawesome/pro-duotone-svg-icons';
-
-const DotsVertical: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faEllipsisVertical} className={className} />;
 import { Badge } from '@/components/base/badges/badges';
-import { Button } from '@/components/base/buttons/button';
 import { Table } from '@/components/application/table/table';
 import { LeadStatusBadge } from '@/components/shared/status-badge';
 import { SourceTag } from '@/components/shared/source-tag';
 import { AgeIndicator } from '@/components/shared/age-indicator';
+import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
 import { formatPhone, formatShortDate } from '@/lib/format';
 import { cx } from '@/utils/cx';
 import type { Lead } from '@/types/entities';
@@ -97,6 +94,7 @@ export const LeadTable = ({
     }, [leads, expandedDupId]);
 
     const allColumns = [
+        { id: 'view', label: '', allowsSorting: false, defaultWidth: 40 },
         { id: 'phone', label: 'Phone', allowsSorting: true, defaultWidth: 150 },
         { id: 'name', label: 'Name', allowsSorting: true, defaultWidth: 160 },
         { id: 'email', label: 'Email', allowsSorting: false, defaultWidth: 180 },
@@ -109,11 +107,10 @@ export const LeadTable = ({
         { id: 'createdAt', label: 'Age', allowsSorting: true, defaultWidth: 80 },
         { id: 'spamScore', label: 'Spam', allowsSorting: true, defaultWidth: 70 },
         { id: 'dups', label: 'Dups', allowsSorting: false, defaultWidth: 60 },
-        { id: 'actions', label: '', allowsSorting: false, defaultWidth: 50 },
     ];
 
     const columns = visibleColumns
-        ? allColumns.filter(c => visibleColumns.has(c.id) || c.id === 'actions')
+        ? allColumns.filter(c => visibleColumns.has(c.id) || c.id === 'view')
         : allColumns;
 
     return (
@@ -145,6 +142,7 @@ export const LeadTable = ({
                         const firstName = lead.contactName?.firstName ?? '';
                         const lastName = lead.contactName?.lastName ?? '';
                         const name = `${firstName} ${lastName}`.trim() || '\u2014';
+                        const phoneRaw = lead.contactPhone?.[0]?.number ?? '';
                         const phone = lead.contactPhone?.[0]
                             ? formatPhone(lead.contactPhone[0])
                             : '\u2014';
@@ -158,6 +156,7 @@ export const LeadTable = ({
                                     id={row.id}
                                     className="bg-warning-primary"
                                 >
+                                    <Table.Cell />
                                     <Table.Cell className="pl-10">
                                         <span className="text-xs text-tertiary">{phone}</span>
                                     </Table.Cell>
@@ -191,17 +190,6 @@ export const LeadTable = ({
                                     <Table.Cell />
                                     <Table.Cell />
                                     <Table.Cell />
-                                    <Table.Cell />
-                                    <Table.Cell>
-                                        <div className="flex gap-2">
-                                            <Button size="sm" color="primary">
-                                                Merge
-                                            </Button>
-                                            <Button size="sm" color="secondary">
-                                                Keep Separate
-                                            </Button>
-                                        </div>
-                                    </Table.Cell>
                                 </Table.Row>
                             );
                         }
@@ -219,12 +207,26 @@ export const LeadTable = ({
                                 key={row.id}
                                 id={row.id}
                                 className={cx(
+                                    'group/row',
                                     isSpamRow && !isSelected && 'bg-warning-primary',
                                     isSelected && 'bg-brand-primary',
                                 )}
                             >
+                                <Table.Cell>
+                                    <button
+                                        onClick={(e) => { e.stopPropagation(); onViewActivity?.(lead); }}
+                                        className="flex size-7 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
+                                        title="View details"
+                                    >
+                                        <FontAwesomeIcon icon={faEye} className="size-3.5" />
+                                    </button>
+                                </Table.Cell>
                                 {isCol('phone') && <Table.Cell>
-                                    <span className="font-semibold text-primary">{phone}</span>
+                                    {phoneRaw ? (
+                                        <PhoneActionCell phoneNumber={phoneRaw} displayNumber={phone} />
+                                    ) : (
+                                        <span className="text-sm text-quaternary">{'\u2014'}</span>
+                                    )}
                                 </Table.Cell>}
                                 {isCol('name') && <Table.Cell>
                                     <span className="text-secondary">{name}</span>
@@ -308,15 +310,6 @@ export const LeadTable = ({
                                         <span className="text-tertiary">0</span>
                                     )}
                                 </Table.Cell>}
-                                <Table.Cell>
-                                    <Button
-                                        size="sm"
-                                        color="tertiary"
-                                        iconLeading={DotsVertical}
-                                        aria-label="Row actions"
-                                        onClick={() => onViewActivity?.(lead)}
-                                    />
-                                </Table.Cell>
                             </Table.Row>
                         );
                     }}

src/components/setup/section-card.tsx

@@ -17,6 +17,7 @@ type SectionCardProps = {
     href?: string;
     onClick?: () => void;
     status?: SectionStatus;
+    disabled?: boolean;
 };
 
 // Settings hub card. Each card represents one setup-able section (Branding,
@@ -30,26 +31,32 @@ export const SectionCard = ({
     href,
     onClick,
     status = 'unknown',
+    disabled = false,
 }: SectionCardProps) => {
     const className = cx(
-        'group block w-full text-left rounded-xl border border-secondary bg-primary p-5 shadow-xs transition hover:border-brand hover:shadow-md',
+        'group block w-full text-left rounded-xl border border-secondary p-5 shadow-xs transition',
+        disabled
+            ? 'cursor-not-allowed opacity-50 bg-disabled_subtle'
+            : 'bg-primary hover:border-brand hover:shadow-md',
     );
     const body = (
         <>
             <div className="flex items-start justify-between gap-4">
                 <div className="flex items-start gap-4">
                     <div className="flex size-11 shrink-0 items-center justify-center rounded-lg bg-secondary">
-                        <FontAwesomeIcon icon={icon} className={cx('size-5', iconColor)} />
+                        <FontAwesomeIcon icon={icon} className={cx('size-5', disabled ? 'text-fg-disabled' : iconColor)} />
                     </div>
                     <div className="min-w-0">
-                        <h3 className="text-sm font-semibold text-primary">{title}</h3>
+                        <h3 className={cx('text-sm font-semibold', disabled ? 'text-disabled' : 'text-primary')}>{title}</h3>
                         <p className="mt-1 text-xs text-tertiary">{description}</p>
                     </div>
                 </div>
-                <FontAwesomeIcon
+                {!disabled && (
-                    icon={faArrowRight}
+                    <FontAwesomeIcon
-                    className="size-4 shrink-0 text-quaternary transition group-hover:translate-x-0.5 group-hover:text-brand-primary"
+                        icon={faArrowRight}
-                />
+                        className="size-4 shrink-0 text-quaternary transition group-hover:translate-x-0.5 group-hover:text-brand-primary"
+                    />
+                )}
             </div>
 
             {status !== 'unknown' && (
@@ -70,6 +77,13 @@ export const SectionCard = ({
         </>
     );
 
+    if (disabled) {
+        return (
+            <div className={className}>
+                {body}
+            </div>
+        );
+    }
     if (onClick) {
         return (
             <button type="button" onClick={onClick} className={className}>

src/pages/all-leads.tsx

@@ -11,8 +11,7 @@ import { Input } from '@/components/base/input/input';
 // Tabs removed — campaign pills handle all filtering now
 // import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
 import { PaginationPageDefault } from '@/components/application/pagination/pagination';
-// TopBar replaced by inline header
+import { PageHeader } from '@/components/layout/page-header';
-// import { TopBar } from '@/components/layout/top-bar';
 import { LeadTable } from '@/components/leads/lead-table';
 import { ColumnToggle, useColumnVisibility } from '@/components/application/table/column-toggle';
 // Bulk actions removed — checkboxes hidden
@@ -244,37 +243,37 @@ export const AllLeadsPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            {/* Header with controls inline */}
+            <PageHeader
-            <div className="flex shrink-0 items-center justify-between border-b border-secondary px-6 py-3">
+                title="All Leads"
-                <div>
+                subtitle={`${total} total`}
-                    <h1 className="text-lg font-bold text-primary">All Leads</h1>
+                infoText="Campaign-sourced marketing leads. Organic callers are on the Contacts page."
-                    <p className="text-xs text-tertiary">{total} total</p>
+                controls={
-                </div>
+                    <>
-                <div className="flex items-center gap-2">
+                        <div className="w-56">
-                    <div className="w-56">
+                            <Input
-                        <Input
+                                placeholder="Search leads..."
-                            placeholder="Search leads..."
+                                icon={SearchLg}
-                            icon={SearchLg}
+                                size="sm"
+                                value={searchQuery}
+                                onChange={(value) => {
+                                    setSearchQuery(value);
+                                    setCurrentPage(1);
+                                }}
+                                aria-label="Search leads"
+                            />
+                        </div>
+                        <ColumnToggle columns={columnDefs} visibleColumns={visibleColumns} onToggle={toggleColumn} />
+                        <Button
                             size="sm"
-                            value={searchQuery}
+                            color="secondary"
-                            onChange={(value) => {
+                            iconLeading={Download01}
-                                setSearchQuery(value);
+                            onClick={handleExportCsv}
-                                setCurrentPage(1);
+                        >
-                            }}
+                            Export CSV
-                            aria-label="Search leads"
+                        </Button>
-                        />
+                    </>
-                    </div>
+                }
-                    <ColumnToggle columns={columnDefs} visibleColumns={visibleColumns} onToggle={toggleColumn} />
+            />
-                    <Button
-                        size="sm"
-                        color="secondary"
-                        iconLeading={Download01}
-                        onClick={handleExportCsv}
-                    >
-                        Export CSV
-                    </Button>
-                </div>
-            </div>
 
             <div className="flex flex-1 flex-col overflow-hidden">
 

src/pages/appointments-v2.tsx

@@ -12,7 +12,6 @@ import { Badge } from '@/components/base/badges/badges';
 import { Input } from '@/components/base/input/input';
 import { Table } from '@/components/application/table/table';
 import { PaginationCardDefault } from '@/components/application/pagination/pagination';
-import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
 // TopBar replaced by inline header
 import { Button } from '@/components/base/buttons/button';
 import { ModalOverlay, Modal, Dialog } from '@/components/application/modals/modal';
@@ -20,6 +19,7 @@ import { Select } from '@/components/base/select/select';
 import { DatePicker } from '@/components/application/date-picker/date-picker';
 import { parseDate, today, getLocalTimeZone } from '@internationalized/date';
 import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
+import { PageHeader } from '@/components/layout/page-header';
 import { formatPhone, formatDateOnly, formatTimeOnly } from '@/lib/format';
 import { apiClient } from '@/lib/api-client';
 import { notify } from '@/lib/toast';
@@ -551,33 +551,44 @@ export const AppointmentsPageV2 = () => {
 
     return (
         <>
-            {/* Header with search inline */}
+            <PageHeader
-            <div className="flex shrink-0 items-center justify-between border-b border-secondary px-6 py-3">
+                title="Appointments"
-                <div>
+                badge={filtered.length}
-                    <h1 className="text-lg font-bold text-primary">Appointments</h1>
+                infoText="All scheduled, completed, cancelled, and rescheduled appointments. Click the eye icon to view details or reschedule."
-                </div>
+                controls={
-                <div className="w-56">
+                    <div className="w-56">
-                    <Input
+                        <Input
-                        placeholder="Search patient, doctor..."
+                            placeholder="Search patient, doctor..."
-                        icon={SearchLg}
+                            icon={SearchLg}
-                        size="sm"
+                            size="sm"
-                        value={search}
+                            value={search}
-                        onChange={setSearch}
+                            onChange={setSearch}
-                        aria-label="Search appointments"
+                            aria-label="Search appointments"
-                    />
+                        />
-                </div>
+                    </div>
-            </div>
+                }
+                tabs={
+                    <div className="flex items-center gap-1.5">
+                        {tabItems.map((item) => (
+                            <button
+                                key={item.id}
+                                onClick={() => setTab(item.id)}
+                                className={cx(
+                                    'shrink-0 rounded-full px-3 py-1 text-xs font-medium transition duration-100 ease-linear',
+                                    tab === item.id
+                                        ? 'bg-brand-solid text-white'
+                                        : 'bg-secondary text-tertiary hover:text-secondary hover:bg-secondary_hover',
+                                )}
+                            >
+                                {item.label}{item.badge ? ` ${item.badge}` : ''}
+                            </button>
+                        ))}
+                    </div>
+                }
+            />
 
             <div className="flex flex-1 overflow-hidden">
                 <div className="flex flex-1 flex-col overflow-hidden">
-                    {/* Tabs */}
-                    <div className="flex shrink-0 items-end px-6 pt-2 pb-0.5">
-                        <Tabs selectedKey={tab} onSelectionChange={(key) => setTab(key as StatusTab)}>
-                            <TabList items={tabItems} type="underline" size="sm">
-                                {(item) => <Tab key={item.id} id={item.id} label={item.label} badge={item.badge} />}
-                            </TabList>
-                        </Tabs>
-                    </div>
 
                     <div className="flex flex-1 flex-col overflow-hidden px-4 pt-3">
                         {loading ? (
@@ -610,7 +621,7 @@ export const AppointmentsPageV2 = () => {
                                         return (
                                             <Table.Row
                                                 id={appt.id}
-                                                className={cx(isSelected && 'bg-brand-primary')}
+                                                className={cx('group/row', isSelected && 'bg-brand-primary')}
                                             >
                                                 {/* Eye icon — first column */}
                                                 <Table.Cell>
@@ -627,7 +638,7 @@ export const AppointmentsPageV2 = () => {
                                                 <Table.Cell>
                                                     <div className="min-w-0">
                                                         <p className="text-sm font-medium text-primary truncate">{name}</p>
-                                                        {phone && <p className="text-xs text-tertiary">{formatPhone({ number: phone, callingCode: '+91' })}</p>}
+                                                        {phone && <PhoneActionCell phoneNumber={phone} displayNumber={formatPhone({ number: phone, callingCode: '+91' })} />}
                                                     </div>
                                                 </Table.Cell>
 

src/pages/call-desk.tsx

@@ -1,6 +1,6 @@
 import { useState, useEffect, useRef, useCallback } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faSidebarFlip, faSidebar, faPhone, faXmark, faDeleteLeft, faFlask } from '@fortawesome/pro-duotone-svg-icons';
+import { faSidebarFlip, faSidebar, faPhone, faXmark, faDeleteLeft, faFlask, faMagnifyingGlass, faCircleInfo } from '@fortawesome/pro-duotone-svg-icons';
 import { useSetAtom } from 'jotai';
 import { sipCallStateAtom, sipCallerNumberAtom, sipCallUcidAtom, sipCallDurationAtom } from '@/state/sip-state';
 import { useAuth } from '@/providers/auth-provider';
@@ -12,11 +12,15 @@ import type { WorklistSelection } from '@/components/call-desk/worklist-panel';
 import { ContextPanel } from '@/components/call-desk/context-panel';
 import type { ContextPanelSubject } from '@/components/call-desk/context-panel';
 import { ActiveCallCard } from '@/components/call-desk/active-call-card';
+import { Input } from '@/components/base/input/input';
+import { faIcon } from '@/lib/icon-wrapper';
 
 import { apiClient } from '@/lib/api-client';
 import { notify } from '@/lib/toast';
 import { cx } from '@/utils/cx';
 
+const SearchLg = faIcon(faMagnifyingGlass);
+
 export const CallDeskPage = () => {
     const { user } = useAuth();
     const { leadActivities, calls, followUps: dataFollowUps, patients, appointments } = useData();
@@ -30,6 +34,7 @@ export const CallDeskPage = () => {
     const [diallerOpen, setDiallerOpen] = useState(false);
     const [dialNumber, setDialNumber] = useState('');
     const [dialling, setDialling] = useState(false);
+    const [search, setSearch] = useState('');
 
     // DEV: simulate incoming call
     const setSimCallState = useSetAtom(sipCallStateAtom);
@@ -166,14 +171,29 @@ export const CallDeskPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            {/* Compact header: title + name on left, status + toggle on right */}
+            {/* Header — matches PageHeader visual pattern */}
-            <div className="flex shrink-0 items-center justify-between border-b border-secondary px-6 py-3">
+            <div className="flex shrink-0 items-center justify-between px-6 py-3">
-                <div className="flex items-center gap-3">
+                <div className="flex items-center gap-2">
                     <h1 className="text-lg font-bold text-primary">Call Desk</h1>
-                    <span className="text-sm text-tertiary">{user.name}</span>
+                    <span className="text-sm text-tertiary ml-1">{user.name}</span>
+                    <span className="flex size-5 items-center justify-center text-fg-quaternary" title="Your active worklist — missed calls, leads, and follow-ups prioritised by SLA.">
+                        <FontAwesomeIcon icon={faCircleInfo} className="size-4" />
+                    </span>
                 </div>
 
                 <div className="flex items-center gap-2">
+                    {!isInCall && (
+                        <div className="w-52">
+                            <Input
+                                placeholder="Search worklist..."
+                                icon={SearchLg}
+                                size="sm"
+                                value={search}
+                                onChange={setSearch}
+                                aria-label="Search worklist"
+                            />
+                        </div>
+                    )}
                     {import.meta.env.DEV && (!isInCall ? (
                         <button
                             onClick={startSimCall}
@@ -283,6 +303,7 @@ export const CallDeskPage = () => {
                             onSelectItem={handleSelectItem}
                             selectedItemId={selectedItemId}
                             onDialMissedCall={(id) => setActiveMissedCallId(id)}
+                            search={search}
                         />
                     )}
                 </div>

src/pages/call-history.tsx

@@ -11,11 +11,12 @@ import {
 } from '@fortawesome/pro-duotone-svg-icons';
 
 const SearchLg: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon icon={faMagnifyingGlass} className={className} />;
-import { Table, TableCard } from '@/components/application/table/table';
+import { Table } from '@/components/application/table/table';
 import { Badge } from '@/components/base/badges/badges';
 import { Button } from '@/components/base/buttons/button';
 import { Input } from '@/components/base/input/input';
 import { Select } from '@/components/base/select/select';
+import { PageHeader } from '@/components/layout/page-header';
 import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
 import { formatShortDate, formatPhone } from '@/lib/format';
 // cx removed — no longer used after SLA column removal
@@ -189,44 +190,44 @@ export const CallHistoryPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            <div className="flex flex-1 flex-col overflow-hidden p-7">
+                <PageHeader
-                <TableCard.Root size="md" className="flex-1 min-h-0">
+                    title={isAdmin ? 'Call History' : 'My Call History'}
-                    <TableCard.Header
+                    badge={filteredCalls.length}
-                        title={isAdmin ? 'Call History' : 'My Call History'}
+                    subtitle={isAdmin ? `${completedCount} completed \u00B7 ${missedCount} missed` : `${completedCount} completed`}
-                        badge={String(filteredCalls.length)}
+                    infoText={isAdmin ? 'All calls across all agents with recordings and dispositions.' : 'Your answered inbound and outbound calls.'}
-                        description={isAdmin ? `${completedCount} completed \u00B7 ${missedCount} missed` : `${completedCount} completed`}
+                    controls={
-                        contentTrailing={
+                        <>
-                            <div className="flex items-center gap-2">
+                            <div className="w-44">
-                                <div className="w-44">
+                                <Select
-                                    <Select
+                                    size="sm"
-                                        size="sm"
+                                    placeholder="All Calls"
-                                        placeholder="All Calls"
+                                    selectedKey={filter}
-                                        selectedKey={filter}
+                                    onSelectionChange={(key) => setFilter(key as FilterKey)}
-                                        onSelectionChange={(key) => setFilter(key as FilterKey)}
+                                    items={isAdmin ? allFilterItems : agentFilterItems}
-                                        items={isAdmin ? allFilterItems : agentFilterItems}
+                                    aria-label="Filter calls"
-                                        aria-label="Filter calls"
+                                >
-                                    >
+                                    {(item) => (
-                                        {(item) => (
+                                        <Select.Item id={item.id} label={item.label}>
-                                            <Select.Item id={item.id} label={item.label}>
+                                            {item.label}
-                                                {item.label}
+                                        </Select.Item>
-                                            </Select.Item>
+                                    )}
-                                        )}
+                                </Select>
-                                    </Select>
-                                </div>
-                                <div className="w-56">
-                                    <Input
-                                        placeholder="Search calls..."
-                                        icon={SearchLg}
-                                        size="sm"
-                                        value={search}
-                                        onChange={(value) => setSearch(value)}
-                                        aria-label="Search calls"
-                                    />
-                                </div>
                             </div>
-                        }
+                            <div className="w-56">
-                    />
+                                <Input
+                                    placeholder="Search calls..."
+                                    icon={SearchLg}
+                                    size="sm"
+                                    value={search}
+                                    onChange={(value) => setSearch(value)}
+                                    aria-label="Search calls"
+                                />
+                            </div>
+                        </>
+                    }
+                />
 
+            <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-3">
                     {filteredCalls.length === 0 ? (
                         <div className="flex flex-col items-center justify-center py-16">
                             <h3 className="text-sm font-semibold text-primary">No calls found</h3>
@@ -314,15 +315,16 @@ export const CallHistoryPage = () => {
                             </Table.Body>
                         </Table>
                     )}
-                    <div className="shrink-0">
-                        <PaginationCardDefault
-                            page={page}
-                            total={totalPages}
-                            onPageChange={setPage}
-                        />
-                    </div>
-                </TableCard.Root>
             </div>
+            {totalPages > 1 && (
+                <div className="shrink-0 border-t border-secondary px-6 py-3">
+                    <PaginationCardDefault
+                        page={page}
+                        total={totalPages}
+                        onPageChange={setPage}
+                    />
+                </div>
+            )}
         </div>
     );
 };

src/pages/call-recordings.tsx

@@ -9,7 +9,7 @@ import { Badge } from '@/components/base/badges/badges';
 import { Input } from '@/components/base/input/input';
 import { Table } from '@/components/application/table/table';
 import { PaginationPageDefault } from '@/components/application/pagination/pagination';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { ColumnToggle, useColumnVisibility } from '@/components/application/table/column-toggle';
 import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
 import { RecordingAnalysisSlideout } from '@/components/call-desk/recording-analysis';
@@ -26,6 +26,7 @@ type RecordingRecord = {
     callStatus: string | null;
     callerNumber: { primaryPhoneNumber: string } | null;
     agentName: string | null;
+    agent: { id: string; name: string; ozonetelAgentId: string } | null;
     startedAt: string | null;
     durationSec: number | null;
     disposition: string | null;
@@ -35,7 +36,8 @@ type RecordingRecord = {
 
 const QUERY = `{ calls(first: 200, orderBy: [{ startedAt: DescNullsLast }]) { edges { node {
     id createdAt direction callStatus callerNumber { primaryPhoneNumber }
-    agentName startedAt durationSec disposition sla
+    agentName agent { id name ozonetelAgentId }
+    startedAt durationSec disposition sla
     recording { primaryLinkUrl primaryLinkLabel }
 } } } }`;
 
@@ -109,7 +111,7 @@ export const CallRecordingsPage = () => {
         const dirColor: 'blue' | 'brand' = call.direction === 'INBOUND' ? 'blue' : 'brand';
         switch (colId) {
             case 'agent':
-                return <span className="text-sm text-primary">{call.agentName || '—'}</span>;
+                return <span className="text-sm text-primary">{call.agent?.name ?? call.agentName ?? '—'}</span>;
             case 'caller':
                 return phone
                     ? <PhoneActionCell phoneNumber={phone} displayNumber={formatPhone({ number: phone, callingCode: '+91' })} />
@@ -207,7 +209,7 @@ export const CallRecordingsPage = () => {
         if (search.trim()) {
             const q = search.toLowerCase();
             result = result.filter(c =>
-                (c.agentName ?? '').toLowerCase().includes(q) ||
+                (c.agent?.name ?? c.agentName ?? '').toLowerCase().includes(q) ||
                 (c.callerNumber?.primaryPhoneNumber ?? '').includes(q) ||
                 (c.disposition ?? '').toLowerCase().includes(q),
             );
@@ -217,7 +219,7 @@ export const CallRecordingsPage = () => {
             const dir = sortDescriptor.direction === 'ascending' ? 1 : -1;
             result = [...result].sort((a, b) => {
                 switch (sortDescriptor.column) {
-                    case 'agent': return (a.agentName ?? '').localeCompare(b.agentName ?? '') * dir;
+                    case 'agent': return (a.agent?.name ?? a.agentName ?? '').localeCompare(b.agent?.name ?? b.agentName ?? '') * dir;
                     case 'dateTime': {
                         const ta = a.startedAt ? new Date(a.startedAt).getTime() : 0;
                         const tb = b.startedAt ? new Date(b.startedAt).getTime() : 0;
@@ -238,19 +240,20 @@ export const CallRecordingsPage = () => {
     const handleSearch = (val: string) => { setSearch(val); setCurrentPage(1); };
 
     return (
-        <>
+        <div className="flex flex-1 flex-col overflow-hidden">
-            <TopBar title="Call Recordings" />
+            <PageHeader
-            <div className="flex flex-1 flex-col overflow-hidden">
+                title="Call Recordings"
-                {/* Toolbar */}
+                badge={filtered.length}
-                <div className="flex shrink-0 items-center justify-between border-b border-secondary px-6 py-3">
+                infoText="All call recordings with AI analysis, dispositions, and playback."
-                    <span className="text-sm text-tertiary">{filtered.length} recordings</span>
+                controls={
-                    <div className="flex items-center gap-3">
+                    <>
                         <ColumnToggle columns={columnDefs} visibleColumns={visibleColumns} onToggle={toggleColumn} />
                         <div className="w-56">
                             <Input placeholder="Search agent, phone, disposition..." icon={SearchLg} size="sm" value={search} onChange={handleSearch} />
                         </div>
-                    </div>
+                    </>
-                </div>
+                }
+            />
 
                 {/* Table */}
                 <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-3">
@@ -264,7 +267,7 @@ export const CallRecordingsPage = () => {
                         </div>
                     ) : (
                         <div className="flex flex-1 flex-col min-h-0 overflow-auto">
-                            <Table size="sm" sortDescriptor={sortDescriptor} onSortChange={setSortDescriptor}>
+                            <Table key={Array.from(visibleColumns).sort().join(',')} size="sm" sortDescriptor={sortDescriptor} onSortChange={setSortDescriptor}>
                                 <Table.Header columns={activeColumns}>
                                     {(col) => (
                                         <Table.Head
@@ -278,7 +281,7 @@ export const CallRecordingsPage = () => {
                                 </Table.Header>
                                 <Table.Body items={pagedRows}>
                                     {(call) => (
-                                        <Table.Row id={call.id} columns={activeColumns}>
+                                        <Table.Row id={call.id} columns={activeColumns} className="group/row">
                                             {(col) => (
                                                 <Table.Cell key={col.id}>
                                                     {renderRecordingCell(call, col.id)}
@@ -322,7 +325,6 @@ export const CallRecordingsPage = () => {
                         />
                     );
                 })()}
-            </div>
+        </div>
-        </>
     );
 };

src/pages/campaigns.tsx

@@ -135,6 +135,7 @@ export const CampaignsPage = () => {
                                             <Button
                                                 size="sm"
                                                 color="secondary"
+                                                isDisabled
                                                 iconLeading={({ className }: { className?: string }) => (
                                                     <FontAwesomeIcon icon={faPenToSquare} className={className} />
                                                 )}

src/pages/contacts.tsx

@@ -17,7 +17,7 @@ const SearchLg: FC<{ className?: string }> = ({ className }) => <FontAwesomeIcon
 import { Button } from '@/components/base/buttons/button';
 import { Input } from '@/components/base/input/input';
 import { PaginationPageDefault } from '@/components/application/pagination/pagination';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { LeadTable } from '@/components/leads/lead-table';
 import { ColumnToggle, useColumnVisibility } from '@/components/application/table/column-toggle';
 import { LeadActivitySlideout } from '@/components/leads/lead-activity-slideout';
@@ -113,14 +113,12 @@ export const ContactsPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            <TopBar title="Contacts" subtitle={`${contacts.length} organic callers`} />
+            <PageHeader
-
+                title="Contacts"
-            <div className="flex flex-1 flex-col overflow-hidden">
+                badge={contacts.length}
-                <div className="flex shrink-0 items-center justify-between px-6 py-3 border-b border-secondary">
+                infoText="People who reached out directly — phone, walk-in, referral. Not sourced from campaigns."
-                    <p className="text-xs text-tertiary">
+                controls={
-                        People who reached out directly — phone, walk-in, referral. Not sourced from campaigns.
+                    <>
-                    </p>
-                    <div className="flex items-center gap-2">
                         <div className="w-56">
                             <Input
                                 placeholder="Search contacts..."
@@ -135,9 +133,11 @@ export const ContactsPage = () => {
                         <Button size="sm" color="secondary" iconLeading={Download01} onClick={handleExportCsv}>
                             Export CSV
                         </Button>
-                    </div>
+                    </>
-                </div>
+                }
+            />
 
+            <div className="flex flex-1 flex-col overflow-hidden">
                 <div className="flex-1 overflow-y-auto px-4 pt-3">
                     <LeadTable
                         leads={paged}

src/pages/live-monitor.tsx

@@ -1,7 +1,7 @@
 import { useEffect, useMemo, useState } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import { faHeadset, faPhoneVolume, faPause, faClock, faSparkles, faCalendarCheck, faClockRotateLeft } from '@fortawesome/pro-duotone-svg-icons';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { Badge } from '@/components/base/badges/badges';
 import { Table } from '@/components/application/table/table';
 import { BargeControls } from '@/components/call-desk/barge-controls';
@@ -55,26 +55,48 @@ export const LiveMonitorPage = () => {
     const [contextLoading, setContextLoading] = useState(false);
     const { leads } = useData();
 
-    // Poll active calls every 5 seconds
+    // Initial load + SSE stream for real-time active call updates
     useEffect(() => {
-        const fetchCalls = () => {
+        // Initial snapshot
-            apiClient.get<ActiveCall[]>('/api/supervisor/active-calls', { silent: true })
+        apiClient.get<ActiveCall[]>('/api/supervisor/active-calls', { silent: true })
-                .then(calls => {
+            .then(setActiveCalls)
-                    setActiveCalls(calls);
+            .catch(() => {})
-                    // If selected call ended, clear selection
+            .finally(() => setLoading(false));
-                    if (selectedCall && !calls.find(c => c.ucid === selectedCall.ucid)) {
-                        setSelectedCall(null);
-                        setCallerContext(null);
-                    }
-                })
-                .catch(() => {})
-                .finally(() => setLoading(false));
-        };
 
-        fetchCalls();
+        // SSE stream — receives update/remove events in real-time
-        const interval = setInterval(fetchCalls, 5000);
+        const apiUrl = import.meta.env.VITE_API_URL ?? '';
-        return () => clearInterval(interval);
+        const es = new EventSource(`${apiUrl}/api/supervisor/active-calls/stream`);
-    }, [selectedCall?.ucid]);
+        es.onmessage = (msg) => {
+            try {
+                const event = JSON.parse(msg.data) as { type: 'update' | 'remove'; call?: ActiveCall; ucid: string };
+                setActiveCalls(prev => {
+                    if (event.type === 'remove') {
+                        return prev.filter(c => c.ucid !== event.ucid);
+                    }
+                    if (event.type === 'update' && event.call) {
+                        const exists = prev.find(c => c.ucid === event.ucid);
+                        if (exists) {
+                            return prev.map(c => c.ucid === event.ucid ? event.call! : c);
+                        }
+                        return [...prev, event.call];
+                    }
+                    return prev;
+                });
+            } catch {}
+        };
+        es.onerror = () => {
+            // SSE reconnects automatically; no-op
+        };
+        return () => es.close();
+    }, []);
+
+    // Clear selection if the selected call ended
+    useEffect(() => {
+        if (selectedCall && !activeCalls.find(c => c.ucid === selectedCall.ucid)) {
+            setSelectedCall(null);
+            setCallerContext(null);
+        }
+    }, [activeCalls, selectedCall]);
 
     // Tick every second for duration display
     useEffect(() => {
@@ -160,7 +182,11 @@ export const LiveMonitorPage = () => {
 
     return (
         <>
-            <TopBar title="Live Call Monitor" subtitle="Monitor, whisper, or barge into active calls" />
+            <PageHeader
+                title="Live Call Monitor"
+                badge={activeCalls.length}
+                infoText="Monitor, whisper, or barge into active calls in real-time."
+            />
 
             <div className="flex flex-1 overflow-hidden">
                 {/* Left panel — KPIs + call list */}

src/pages/missed-calls.tsx

@@ -7,9 +7,8 @@ const SearchLg = faIcon(faMagnifyingGlass);
 import { Badge } from '@/components/base/badges/badges';
 import { Input } from '@/components/base/input/input';
 import { Table } from '@/components/application/table/table';
-import { Tabs, TabList, Tab } from '@/components/application/tabs/tabs';
 import { PaginationPageDefault } from '@/components/application/pagination/pagination';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { ColumnToggle, useColumnVisibility } from '@/components/application/table/column-toggle';
 import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
 import { apiClient } from '@/lib/api-client';
@@ -125,14 +124,15 @@ const renderCell = (call: MissedCallRecord, colId: string) => {
     }
 };
 
-const DynamicMissedCallTable = ({ calls, columns, sortDescriptor, onSortChange }: {
+const DynamicMissedCallTable = ({ calls, columns, columnKey, sortDescriptor, onSortChange }: {
     calls: MissedCallRecord[];
     columns: ColDef[];
+    columnKey: string;
     sortDescriptor: SortDescriptor;
     onSortChange: (desc: SortDescriptor) => void;
 }) => (
     <div className="flex flex-1 flex-col min-h-0 overflow-auto">
-        <Table size="sm" sortDescriptor={sortDescriptor} onSortChange={onSortChange}>
+        <Table key={columnKey} size="sm" sortDescriptor={sortDescriptor} onSortChange={onSortChange}>
             <Table.Header columns={columns}>
                 {(col) => (
                     <Table.Head
@@ -146,7 +146,7 @@ const DynamicMissedCallTable = ({ calls, columns, sortDescriptor, onSortChange }
             </Table.Header>
             <Table.Body items={calls}>
                 {(call) => (
-                    <Table.Row id={call.id} columns={columns}>
+                    <Table.Row id={call.id} columns={columns} className="group/row">
                         {(col) => (
                             <Table.Cell key={col.id}>
                                 {renderCell(call, col.id)}
@@ -238,55 +238,70 @@ export const MissedCallsPage = () => {
     ];
 
     return (
-        <>
+        <div className="flex flex-1 flex-col overflow-hidden">
-            <TopBar title="Missed Calls" />
+            <PageHeader
-            <div className="flex flex-1 flex-col overflow-hidden">
+                title="Missed Calls"
-                {/* Tabs + toolbar */}
+                badge={calls.length}
-                <div className="flex shrink-0 items-end justify-between border-b border-secondary px-6 pt-3 pb-0.5">
+                infoText="Inbound calls that were not answered. Agents can call back from here."
-                    <Tabs selectedKey={tab} onSelectionChange={(key) => handleTab(key as StatusTab)}>
+                controls={
-                        <TabList items={tabItems} type="underline" size="sm">
+                    <>
-                            {(item) => <Tab key={item.id} id={item.id} label={item.label} badge={item.badge} />}
-                        </TabList>
-                    </Tabs>
-                    <div className="flex items-center gap-3 pb-1">
                         <ColumnToggle columns={columnDefs} visibleColumns={visibleColumns} onToggle={toggleColumn} />
                         <div className="w-56">
                             <Input placeholder="Search phone, agent, branch..." icon={SearchLg} size="sm" value={search} onChange={handleSearch} />
                         </div>
+                    </>
+                }
+                tabs={
+                    <div className="flex items-center gap-1.5">
+                        {tabItems.map((item) => (
+                            <button
+                                key={item.id}
+                                onClick={() => handleTab(item.id)}
+                                className={cx(
+                                    'shrink-0 rounded-full px-3 py-1 text-xs font-medium transition duration-100 ease-linear',
+                                    tab === item.id
+                                        ? 'bg-brand-solid text-white'
+                                        : 'bg-secondary text-tertiary hover:text-secondary hover:bg-secondary_hover',
+                                )}
+                            >
+                                {item.label}{item.badge ? ` ${item.badge}` : ''}
+                            </button>
+                        ))}
                     </div>
-                </div>
+                }
+            />
 
-                {/* Table */}
+            {/* Table */}
-                <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-3">
+            <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-3">
-                    {loading ? (
+                {loading ? (
-                        <div className="flex items-center justify-center py-12">
+                    <div className="flex items-center justify-center py-12">
-                            <p className="text-sm text-tertiary">Loading missed calls...</p>
+                        <p className="text-sm text-tertiary">Loading missed calls...</p>
-                        </div>
-                    ) : filtered.length === 0 ? (
-                        <div className="flex items-center justify-center py-12">
-                            <p className="text-sm text-quaternary">{search ? 'No matching calls' : 'No missed calls'}</p>
-                        </div>
-                    ) : (
-                        <DynamicMissedCallTable
-                            calls={pagedRows}
-                            columns={columnDefs.filter(c => visibleColumns.has(c.id))}
-                            sortDescriptor={sortDescriptor}
-                            onSortChange={setSortDescriptor}
-                        />
-                    )}
-                </div>
-
-                {/* Pagination */}
-                {totalPages > 1 && (
-                    <div className="shrink-0 border-t border-secondary px-6 py-3">
-                        <PaginationPageDefault
-                            page={currentPage}
-                            total={totalPages}
-                            onPageChange={setCurrentPage}
-                        />
                     </div>
+                ) : filtered.length === 0 ? (
+                    <div className="flex items-center justify-center py-12">
+                        <p className="text-sm text-quaternary">{search ? 'No matching calls' : 'No missed calls'}</p>
+                    </div>
+                ) : (
+                    <DynamicMissedCallTable
+                        calls={pagedRows}
+                        columns={columnDefs.filter(c => visibleColumns.has(c.id))}
+                        columnKey={Array.from(visibleColumns).sort().join(',')}
+                        sortDescriptor={sortDescriptor}
+                        onSortChange={setSortDescriptor}
+                    />
                 )}
             </div>
-        </>
+
+            {/* Pagination */}
+            {totalPages > 1 && (
+                <div className="shrink-0 border-t border-secondary px-6 py-3">
+                    <PaginationPageDefault
+                        page={currentPage}
+                        total={totalPages}
+                        onPageChange={setCurrentPage}
+                    />
+                </div>
+            )}
+        </div>
     );
 };

src/pages/patients.tsx

@@ -1,13 +1,14 @@
-import { useEffect, useMemo, useRef, useState } from 'react';
+import { useMemo, useState } from 'react';
 // useNavigate removed — row click opens profile panel
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
-import { faUser, faMagnifyingGlass, faCommentDots, faMessageDots, faEllipsisVertical, faSidebarFlip, faSidebar } from '@fortawesome/pro-duotone-svg-icons';
+import { faUser, faMagnifyingGlass, faSidebarFlip, faSidebar } from '@fortawesome/pro-duotone-svg-icons';
 import { faIcon } from '@/lib/icon-wrapper';
 
 const SearchLg = faIcon(faMagnifyingGlass);
 import { Avatar } from '@/components/base/avatar/avatar';
 import { Input } from '@/components/base/input/input';
-import { Table, TableCard } from '@/components/application/table/table';
+import { Table } from '@/components/application/table/table';
+import { PageHeader } from '@/components/layout/page-header';
 import { PaginationPageDefault } from '@/components/application/pagination/pagination';
 
 import { PhoneActionCell } from '@/components/call-desk/phone-action-cell';
@@ -54,49 +55,6 @@ const getPatientEmail = (patient: Patient): string => {
     return patient.emails?.primaryEmail ?? '';
 };
 
-const HamburgerMenu = ({ phone }: { phone: string }) => {
-    const [open, setOpen] = useState(false);
-    const ref = useRef<HTMLDivElement>(null);
-
-    useEffect(() => {
-        if (!open) return;
-        const handler = (e: MouseEvent) => {
-            if (ref.current && !ref.current.contains(e.target as Node)) setOpen(false);
-        };
-        document.addEventListener('mousedown', handler);
-        return () => document.removeEventListener('mousedown', handler);
-    }, [open]);
-
-    return (
-        <div className="relative" ref={ref}>
-            <button
-                onClick={(e) => { e.stopPropagation(); setOpen(!open); }}
-                className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
-                title="More actions"
-            >
-                <FontAwesomeIcon icon={faEllipsisVertical} className="size-4" />
-            </button>
-            {open && (
-                <div className="absolute top-full right-0 mt-1 w-40 rounded-xl bg-primary shadow-xl ring-1 ring-secondary z-50 overflow-hidden py-1">
-                    <button
-                        onClick={(e) => { e.stopPropagation(); window.open(`sms:+91${phone}`, '_self'); setOpen(false); }}
-                        className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-primary_hover text-left"
-                    >
-                        <FontAwesomeIcon icon={faCommentDots} className="size-3.5 text-fg-quaternary" />
-                        Send SMS
-                    </button>
-                    <button
-                        onClick={(e) => { e.stopPropagation(); window.open(`https://wa.me/91${phone}`, '_blank'); setOpen(false); }}
-                        className="flex w-full items-center gap-2 px-3 py-2 text-xs text-primary hover:bg-primary_hover text-left"
-                    >
-                        <FontAwesomeIcon icon={faMessageDots} className="size-3.5 text-fg-quaternary" />
-                        WhatsApp
-                    </button>
-                </div>
-            )}
-        </div>
-    );
-};
 
 export const PatientsPage = () => {
     const { patients, loading } = useData();
@@ -127,37 +85,36 @@ export const PatientsPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
+            <PageHeader
+                title="All Patients"
+                badge={filteredPatients.length}
+                infoText="Manage and view patient records"
+                controls={
+                    <>
+                        <button
+                            onClick={() => setPanelOpen(!panelOpen)}
+                            className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
+                            title={panelOpen ? 'Hide patient profile' : 'Show patient profile'}
+                        >
+                            <FontAwesomeIcon icon={panelOpen ? faSidebarFlip : faSidebar} className="size-4" />
+                        </button>
+
+                        <div className="w-56">
+                            <Input
+                                placeholder="Search by name or phone..."
+                                icon={SearchLg}
+                                size="sm"
+                                value={searchQuery}
+                                onChange={handleSearch}
+                                aria-label="Search patients"
+                            />
+                        </div>
+                    </>
+                }
+            />
+
             <div className="flex flex-1 overflow-hidden">
-                <div className="flex flex-1 flex-col overflow-y-auto p-7">
+                <div className="flex flex-1 flex-col min-h-0 overflow-hidden px-4 pt-3">
-                <TableCard.Root size="sm">
-                    <TableCard.Header
-                        title="All Patients"
-                        badge={filteredPatients.length}
-                        description="Manage and view patient records"
-                        contentTrailing={
-                            <div className="flex items-center gap-2">
-                                <button
-                                    onClick={() => setPanelOpen(!panelOpen)}
-                                    className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
-                                    title={panelOpen ? 'Hide patient profile' : 'Show patient profile'}
-                                >
-                                    <FontAwesomeIcon icon={panelOpen ? faSidebarFlip : faSidebar} className="size-4" />
-                                </button>
-
-                                <div className="w-56">
-                                    <Input
-                                        placeholder="Search by name or phone..."
-                                        icon={SearchLg}
-                                        size="sm"
-                                        value={searchQuery}
-                                        onChange={handleSearch}
-                                        aria-label="Search patients"
-                                    />
-                                </div>
-                            </div>
-                        }
-                    />
-
                     {loading ? (
                         <div className="flex items-center justify-center py-20">
                             <p className="text-sm text-tertiary">Loading patients...</p>
@@ -178,7 +135,6 @@ export const PatientsPage = () => {
                                 <Table.Head label="EMAIL" />
                                 <Table.Head label="GENDER" />
                                 <Table.Head label="AGE" />
-                                <Table.Head label="" className="w-12" />
                             </Table.Header>
                             <Table.Body items={pagedPatients} dependencies={[selectedPatient?.id]}>
                                 {(patient) => {
@@ -195,7 +151,7 @@ export const PatientsPage = () => {
                                         <Table.Row
                                             id={patient.id}
                                             className={cx(
-                                                'cursor-pointer',
+                                                'cursor-pointer group/row',
                                                 selectedPatient?.id === patient.id && 'bg-brand-primary'
                                             )}
                                             onAction={() => {
@@ -255,25 +211,18 @@ export const PatientsPage = () => {
                                                 </span>
                                             </Table.Cell>
 
-                                            {/* Hamburger — SMS + WhatsApp */}
-                                            <Table.Cell>
-                                                {phone ? (
-                                                    <HamburgerMenu phone={phone} />
-                                                ) : null}
-                                            </Table.Cell>
                                         </Table.Row>
                                     );
                                 }}
                             </Table.Body>
                         </Table>
                     )}
-                </TableCard.Root>
 
-                {totalPages > 1 && (
+                    {totalPages > 1 && (
-                    <div className="shrink-0 border-t border-secondary px-6 py-3">
+                        <div className="shrink-0 border-t border-secondary px-6 py-3">
-                        <PaginationPageDefault page={currentPage} total={totalPages} onPageChange={setCurrentPage} />
+                            <PaginationPageDefault page={currentPage} total={totalPages} onPageChange={setCurrentPage} />
-                    </div>
+                        </div>
-                )}
+                    )}
                 </div>
 
                 {/* Patient Profile Panel - collapsible with smooth transition */}

src/pages/settings.tsx

@@ -9,7 +9,7 @@ import {
     faPalette,
     faShieldHalved,
 } from '@fortawesome/pro-duotone-svg-icons';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { SectionCard } from '@/components/setup/section-card';
 import {
     SETUP_STEP_NAMES,
@@ -50,7 +50,7 @@ export const SettingsPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            <TopBar title="Settings" subtitle="Configure your hospital workspace" />
+            <PageHeader title="Settings" infoText="Configure your hospital workspace." />
 
             <div className="flex-1 overflow-y-auto p-8">
                 <div className="mx-auto max-w-5xl">
@@ -73,6 +73,7 @@ export const SettingsPage = () => {
                             icon={faBuilding}
                             href="/settings/clinics"
                             status={STEP_TO_STATUS(state, 'clinics')}
+                            disabled
                         />
                         <SectionCard
                             title={SETUP_STEP_LABELS.doctors.title}
@@ -80,6 +81,7 @@ export const SettingsPage = () => {
                             icon={faStethoscope}
                             href="/settings/doctors"
                             status={STEP_TO_STATUS(state, 'doctors')}
+                            disabled
                         />
                         <SectionCard
                             title={SETUP_STEP_LABELS.team.title}
@@ -87,6 +89,7 @@ export const SettingsPage = () => {
                             icon={faUserTie}
                             href="/settings/team"
                             status={STEP_TO_STATUS(state, 'team')}
+                            disabled
                         />
                     </SectionGroup>
 
@@ -98,6 +101,7 @@ export const SettingsPage = () => {
                             icon={faPhone}
                             href="/settings/telephony"
                             status={STEP_TO_STATUS(state, 'telephony')}
+                            disabled
                         />
                         <SectionCard
                             title={SETUP_STEP_LABELS.ai.title}
@@ -105,12 +109,14 @@ export const SettingsPage = () => {
                             icon={faRobot}
                             href="/settings/ai"
                             status={STEP_TO_STATUS(state, 'ai')}
+                            disabled
                         />
                         <SectionCard
                             title="Website widget"
                             description="Embed the chat + booking widget on your hospital website."
                             icon={faGlobe}
                             href="/settings/widget"
+                            disabled
                         />
                         <SectionCard
                             title="Routing rules"

src/pages/team-dashboard.tsx

@@ -1,6 +1,7 @@
 import { useMemo, useState } from 'react';
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import { faSidebarFlip, faSidebar } from '@fortawesome/pro-duotone-svg-icons';
+import { PageHeader } from '@/components/layout/page-header';
 import { AiChatPanel } from '@/components/call-desk/ai-chat-panel';
 import { DashboardKpi } from '@/components/dashboard/kpi-cards';
 import { MissedQueue } from '@/components/dashboard/missed-queue';
@@ -55,36 +56,36 @@ export const TeamDashboardPage = () => {
 
     return (
         <div className="flex flex-1 flex-col overflow-hidden">
-            {/* Header */}
+            <PageHeader
-            <div className="flex shrink-0 items-center justify-between border-b border-secondary px-6 py-3">
+                title="Team Dashboard"
-                <div className="flex items-center gap-3">
+                subtitle={dateRangeLabel}
-                    <h1 className="text-lg font-bold text-primary">Team Dashboard</h1>
+                infoText="Aggregated call metrics, agent performance, and operational alerts."
-                    <span className="text-sm text-tertiary">{dateRangeLabel}</span>
+                controls={
-                </div>
+                    <>
-                <div className="flex items-center gap-2">
+                        <div className="flex rounded-lg border border-secondary overflow-hidden">
-                    <div className="flex rounded-lg border border-secondary overflow-hidden">
+                            {(['today', 'week', 'month'] as const).map((range) => (
-                        {(['today', 'week', 'month'] as const).map((range) => (
+                                <button
-                            <button
+                                    key={range}
-                                key={range}
+                                    onClick={() => setDateRange(range)}
-                                onClick={() => setDateRange(range)}
+                                    className={cx(
-                                className={cx(
+                                        "px-3 py-1 text-xs font-medium transition duration-100 ease-linear",
-                                    "px-3 py-1 text-xs font-medium transition duration-100 ease-linear",
+                                        dateRange === range ? 'bg-active text-brand-secondary' : 'text-tertiary hover:bg-primary_hover',
-                                    dateRange === range ? 'bg-active text-brand-secondary' : 'text-tertiary hover:bg-primary_hover',
+                                    )}
-                                )}
+                                >
-                            >
+                                    {range === 'today' ? 'Today' : range === 'week' ? 'Week' : 'Month'}
-                                {range === 'today' ? 'Today' : range === 'week' ? 'Week' : 'Month'}
+                                </button>
-                            </button>
+                            ))}
-                        ))}
+                        </div>
-                    </div>
+                        <button
-                    <button
+                            onClick={() => setAiOpen(!aiOpen)}
-                        onClick={() => setAiOpen(!aiOpen)}
+                            className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
-                        className="flex size-8 items-center justify-center rounded-lg text-fg-quaternary hover:text-fg-secondary hover:bg-primary_hover transition duration-100 ease-linear"
+                            title={aiOpen ? 'Hide AI panel' : 'Show AI panel'}
-                        title={aiOpen ? 'Hide AI panel' : 'Show AI panel'}
+                        >
-                    >
+                            <FontAwesomeIcon icon={aiOpen ? faSidebarFlip : faSidebar} className="size-4" />
-                        <FontAwesomeIcon icon={aiOpen ? faSidebarFlip : faSidebar} className="size-4" />
+                        </button>
-                    </button>
+                    </>
-                </div>
+                }
-            </div>
+            />
 
             <div className="flex flex-1 overflow-hidden">
                 {/* Main content — scrollable column with KPIs pinned at the

src/pages/team-performance.tsx

@@ -5,7 +5,7 @@ import {
     faUsers, faPhoneVolume, faCalendarCheck, faPhoneMissed,
     faPercent, faTriangleExclamation,
 } from '@fortawesome/pro-duotone-svg-icons';
-import { TopBar } from '@/components/layout/top-bar';
+import { PageHeader } from '@/components/layout/page-header';
 import { Badge } from '@/components/base/badges/badges';
 import { Table } from '@/components/application/table/table';
 import { apiClient } from '@/lib/api-client';
@@ -291,25 +291,28 @@ export const TeamPerformancePage = () => {
 
     if (loading) {
         return (
-            <>
+            <div className="flex flex-1 flex-col overflow-hidden">
-                <TopBar title="Team Performance" />
+                <PageHeader title="Team Dashboard" infoText="Aggregated metrics across all agents." />
                 <div className="flex flex-1 items-center justify-center">
                     <p className="text-sm text-tertiary">Loading team performance...</p>
                 </div>
-            </>
+            </div>
         );
     }
 
     return (
-        <>
+        <div className="flex flex-1 flex-col overflow-hidden">
-            <TopBar title="Team Performance" subtitle="Aggregated metrics across all agents" />
+            <PageHeader
+                title="Team Dashboard"
+                infoText="Aggregated metrics across all agents."
+                controls={<DateFilter value={range} onChange={setRange} />}
+            />
 
             <div className="flex flex-1 flex-col overflow-y-auto">
                 {/* Section 1: Key Metrics */}
                 <div className="px-6 pt-5">
-                    <div className="flex items-center justify-between mb-4">
+                    <div className="mb-4">
                         <h3 className="text-sm font-semibold text-secondary">Key Metrics</h3>
-                        <DateFilter value={range} onChange={setRange} />
                     </div>
                     <div className="grid grid-cols-5 gap-3">
                         <KpiCard icon={faUsers} value={activeAgents} label="Active Agents" color="bg-brand-secondary" />
@@ -510,6 +513,6 @@ export const TeamPerformancePage = () => {
                     </div>
                 )}
             </div>
-        </>
+        </div>
     );
 };