Your First Conversation

When you open a conversation, you see everything that's happened between SalesPartner and a lead. The view shows messages in order, with the newest at the bottom.

Your messages appear on the right side in blue. The lead's messages appear on the left. If SalesPartner sent a message on your behalf, it shows on the right just like your own messages.

Date headers break up the conversation so you can see when messages were sent. If a conversation spans multiple days, each day gets its own header.

Phone calls appear in the timeline too. You'll see when calls happened, how long they lasted, and whether they connected or went to voicemail.

At the top of the conversation, you'll see a qualification panel that shows where this lead stands.

Lead Tier — Once qualification is complete, you'll see one of these: - 🔥 Hot Lead — Ready to buy, high value. Prioritize these. - ✅ Qualified Lead — Good fit, worth your time. - 🌱 Nurture Lead — Interested but not ready yet. - ❌ Disqualified — Not a good fit for your business.

Score — A number from 0 to 100 showing overall lead quality based on their answers.

Lead Type — For some businesses, leads are categorized (residential, commercial, etc.). This appears as an icon next to the score.

Tap the panel to expand it and see the specific answers the lead gave during qualification.

When you expand the qualification panel, you see the answers SalesPartner collected. These depend on which framework you're using:

BANT Framework - Budget — What they can spend - Authority — Are they the decision maker? - Need — What problem they're solving - Timeline — When they need it done

CHAMP Framework - Challenges — What obstacles they face - Authority — Who makes the decision? - Money — Budget available - Prioritization — How urgent is this?

VIBE Framework - Vision — What they want to achieve - Issue — Current pain points - Benefit — Expected outcomes - Emotion — How they feel about solving it

Each answer shows the response and often a score (out of 10) indicating how strong that signal is.

To jump into the conversation yourself, use the message input at the bottom of the screen.

Type your message in the text field. Press Enter or tap the send button to send it.

Shift + Enter creates a new line if you need to send a longer message.

Once you send a message manually, the lead knows they're talking to a real person. SalesPartner continues to help, but you're now driving the conversation.

When you're offline, you can still view conversations, but sending messages requires an internet connection. The app will let you know if you're offline.

If you haven't connected a calendar yet, you'll see a warning at the top of conversations:

"No external calendar integration" — This means appointments are tracked within SalesPartner only. They won't automatically appear on your Google Calendar, Outlook, or other calendar apps.

To fix this, go to Settings and connect your calendar. Once connected, any appointments SalesPartner schedules will sync to your calendar automatically.

If you see "Offline" instead, it just means the app can't check your calendar connection right now. Your messages and conversations still work normally.

Let the qualification finish — SalesPartner is designed to ask the right questions. Let it work before jumping in.

Review before responding — Read the full conversation and qualification details before sending a message. This context helps you pick up naturally.

Check the tier — Hot leads deserve immediate attention. Nurture leads might just need time.

Use the timeline — Look at when messages were sent. A lead who responded at 11pm might prefer evening communication.

Don't repeat questions — SalesPartner already asked about budget, timeline, etc. Reference those answers instead of asking again.