Conversations
Search leads, view conversation threads, and manage replies.
Lead Queue
The left panel of the Conversations page shows your lead queue. This is the list of all leads currently in your system, sorted by most recent activity.
Searching
Use the search bar at the top of the queue to find leads by name or email address. Results update as you type.
Filtering by Status
Filter the queue using the status tabs: All, New, Email Sent, In Conversation, Escalated, and more. Each tab shows only leads matching that pipeline status.
New Lead Badge
A counter badge appears next to the "New" filter showing how many unprocessed leads are waiting. This count updates in real time.
Conversation Thread
When you select a lead, the conversation thread opens in the center panel. This shows the full email history between your agency and the lead.
Message Layout
Outbound messages (AI-generated or manual) appear on the right side of the thread. Inbound replies from leads appear on the left. The thread auto-scrolls to the newest message.
Message Details
Each message displays:
- Sender — Shows whether the message was sent by AI, sent manually by you, or is an inbound reply from the lead.
- Timestamp — Date and time the message was sent or received.
- Intent Badge — For inbound replies, a classification badge shows the detected intent (Interested, Question, Not Interested, or Out of Office).
Lead Detail Panel
On desktop, a detail panel on the right side shows the selected lead's information:
- Contact Info — Email, phone number, and location.
- Vehicle Details — Year, make, model, coverage type, and annual mileage.
- Risk Context — Age, credit rating, current carrier, and policy expiration date.
- Suppression Warning — A warning banner appears if the lead has opted out of communications.
Manual Replies
You can send a personal reply to any active lead using the compose box at the bottom of the conversation thread.
How to Send
Type your message in the compose box and press Cmd+Enter (Mac) or Ctrl+Enter (Windows) to send. The message is delivered through your configured sender accounts.