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CRM

Leads from AI Voice, SMS, and web chat, with status, score, and follow-up.

Communications → CRM (/crm) lists leads captured by AI Voice, SMS, and web chat. The page title is CRM — Leads. Open a row for the drawer, or Full profile for the lead profile at /crm/[id].

What it is

This is the lead table, not the Conversations inbox. Each lead has a status, a 0–100 AI score, a source, and an optional follow-up enrollment.

Open the screen

Click CRM. Without Inbox Pro you see the add-on page. Loader: Loading leads…. The sidebar location filter scopes the list.

What the page shows

Stats: Total leads · Booked · Avg lead score · High-intent leads.

Scoring panel: AI Lead Scoring is active — every lead is scored 0–100 in real time. Tiers: High Intent 70–100 · Medium 40–69 · Low Intent 0–39. Unscored shows Unscored / —.

Follow-up banner: Want AI to follow up on your {n} unbooked leads? Enable AI Follow-Up. Once on: AI Follow-Up is on — unbooked leads stay enrolled until they book or opt out. View results → /follow-up. A lead is eligible when status is not Booked and not Closed.

Tabs (with counts): All Leads · New · Contacted · Booked · Closed · Needs Human.

Columns (sortable): Lead · Captured · Contact · Source · Status · Lead score · AI Follow-Up. Some demo sessions also show Calls, SMS, Clicks, Dandy $. Missing email shows No email.

Empty: No leads match these filters. Pagination: Showing x–y of z · Prev / Next.

Controls

  • Score filter: All Scores · High Intent (70–100) · Medium (40–69) · Low Intent (0–39 / unscored)
  • Source: All Sources / Voice / SMS / Web Chat
  • Search placeholder Search leads...
  • Row status select: New Lead | Contacted | Booked | Closed
  • Row Follow Up / Enrolled
  • Open a row for the drawer: score breakdown (Intent language /30, Engagement depth /25, Channel quality /25, Response speed /20), Status buttons, Revenue, Notes, Open in Conversations, Full profile, Save. Pencil Edit lead is for manually added leads only.

Typical workflow

  1. Open Needs Human or filter High Intent.
  2. Open the drawer. Change status or add a note.
  3. Open in Conversations to take over the thread, or Full profile for revenue and history.
  4. Enroll unbooked leads in AI Lead Follow-Up.

Empty, locked, or preview-only

Notes on a live account can save only in the session (“Notes are saved locally in this session.”). Follow-up enable can be UI-only until the add-on is fully wired.

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