Managing Your Conversations

The Conversations view is your command center for all lead interactions. Every time someone texts, calls, or chats with your business, it shows up here.

Each conversation card shows: - Contact name — The lead's name or phone number if we don't have their name yet - Last message time — When you or the lead last sent a message - Status badge — The current stage of the conversation - Qualification indicator — How promising the lead looks based on their answers

Conversations are sorted with the most recent activity at the top. This keeps your hottest leads visible.

Every conversation has a status that tells you what's happening:

Live — You've taken over and are personally handling this lead. SalesPartner pauses and lets you drive.

New — A fresh lead just came in. SalesPartner is reaching out to make contact.

Engaged — The lead is responding. Conversation is flowing.

Qualifying — SalesPartner is asking your qualification questions to understand the lead better.

Scheduling — The lead looks good. SalesPartner is working to book an appointment.

Scheduled — An appointment is confirmed on your calendar. Success.

Completed — The conversation reached a natural end. Either the appointment happened or the lead wasn't a fit.

Lost — The lead went cold or wasn't interested. You can reactivate these later if needed.

Nurturing — A lead that needs more time. SalesPartner keeps them warm with periodic check-ins.

Use the filter tabs above your conversation list to focus on what matters:

All — Shows everything. Good for getting the full picture.

Live — Conversations you've personally taken over. Your active work.

AI — Conversations SalesPartner is handling. Includes new, engaged, qualifying, and scheduling leads.

Scheduled — Leads with confirmed appointments. Review before meetings.

Lost — Leads that didn't convert. Useful for follow-up campaigns or understanding why deals fall through.

Completed — Finished conversations. Great for reviewing past interactions.

Click any tab to instantly filter your list. The count next to each tab shows how many conversations are in that category.

Need to find a specific conversation? Use the search bar at the top of your inbox.

Search works across: - Contact names - Phone numbers - Message content - Company names (if captured)

Just start typing. Results filter as you type. Clear the search to return to your full list.

Pro tip: Search for a partial phone number (like the last 4 digits) if you don't have the full name.

Sometimes you want to handle a lead personally. Maybe it's a big deal, a referral, or someone you already know.

To take over: 1. Open the conversation you want to handle 2. Click the Take Over button (or toggle Live mode) 3. SalesPartner pauses and you're in control

While you're in control: - All your messages go directly to the lead - SalesPartner stops sending messages - The conversation moves to your "Live" filter tab

To hand back to SalesPartner, toggle Live mode off. It picks up where you left off.

Each conversation shows a qualification indicator based on how the lead has answered questions:

Hot Lead (fire icon) — High score, ready to buy. These deserve immediate attention.

Qualified (checkmark) — Good fit, meets your criteria. Worth pursuing.

Nurture (seedling icon) — Not ready yet but shows potential. SalesPartner keeps them warm.

Disqualified (X icon) — Doesn't meet your criteria. Outside service area, no budget, or just not a fit.

The number next to the icon is the actual qualification score. Higher is better.

Lead type icons also appear when captured: - House icon = Residential - Building icon = Commercial - Landmark icon = Government - Mixed icon = Multiple types

Keep your inbox organized with these practices:

Check Live conversations first — These are waiting for your personal response. Don't leave leads hanging.

Review Scheduled daily — Know who you're meeting with. Look at their conversation history before the call.

Revisit Lost weekly — Some leads come back. A monthly check of lost conversations can reveal second chances.

Let SalesPartner work — The AI tab shows leads being handled. Trust the process. Jump in only when you see something that needs a personal touch.

Use search regularly — When a lead calls back, quickly search their name to pull up the full conversation history before you pick up.