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Leads & Conversations

Read and update lead details

See what a customer asked for, the assistant summary, appointments, consent and history.

Last updated October 3, 2026

Open a lead and select Lead details to see

On small screens, select Back to leads to return to the list.

  • Lead Status, which you can change.
  • What they asked for and the Assistant Summary.
  • Requested service, Lead source, Source website page, Language and Last active.
  • SMS consent: Active, or Opted out after the customer texted STOP.
  • Appointments and History, which logs pauses, notes, status changes and your replies.
Use the Lead InboxFind conversations, read lead details and reply to customers.Reply yourself and pause the assistantSend a manual reply and understand when the assistant pauses.Add private notes to a leadKeep internal notes on a lead that only your team can see.