Sample workspace — the story tour runs across Inbox, Pipeline, Calendar, Automations, LedgerAI, and more. Try Run full demo in the header for autopilot, or click Next in the tour. Upgrade for your own data.
Coach · All leads from your website, chat, SMS, and integrations appear here.
Leads
Demo dataSources, temperatures, and last touch — click a row for the side preview.
| Name | Phone | Source | Status | Last Activity | |
|---|---|---|---|---|---|
| John Davis | john@gmail.com | (555) 201-3401 | AI Voice Website Agent | New | 2 min ago |
| Sarah Williams | sarah@yahoo.com | (555) 892-4456 | Website Chat | Contacted | 1 hr ago |
| Mike R. | mike@outlook.com | (555) 334-7789 | AI Receptionist (Phone) | Qualified | 3 hrs ago |
| Lisa T. | lisa.t@example.com | (555) 667-2234 | Chat Widget | Estimate Sent | 5 hrs ago |
| Sarah Johnson | sarah.j@example.com | (555) 123-4567 | Website Form | New | 2 min ago |
| Mike Torres | mike.t@example.com | (555) 234-5678 | Chat Widget | Qualified | 1 hr ago |
| Ashley Homes LLC | ashley@homesllc.com | (555) 345-6789 | Referral | Proposal | 3 hrs ago |
| Daniel Perez | daniel.p@example.com | (555) 456-7890 | Facebook Ad | Follow-up Due | 5 hrs ago |
| Jordan Blake | jordan.b@example.com | (555) 567-8901 | Website Form | New | 1 hr ago |
Lead details
Name
John Davis
Email
john@gmail.com
Phone
(555) 201-3401
Status
New
Source
AI Voice Website Agent
Last activity
2 min ago
Owner
You
Deal Coach: schedule on-site estimate within 24h — competitor SMS active in this ZIP.
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