Total Leads
47
↑ 12 this week
New Inbound
12
↑ 4 today
Aged Leads
18
Re-engagement on
Workflows Fired
284
↑ 31 today
Appts Booked
9
↑ 3 this week
Recent Leads
All sources
| Name | Type | Policy | Workflow |
|---|
Live
Workflow Activity
Pipeline
All Leads
47 contacts
| Name | Type | Policy | Phone | Last Contact | Stage | Actions |
|---|
Kanban Pipeline
Automation Workflows
Automatic SMS + Email triggered by lead type
🏷
New Lead (Agent-Tagged)
Triggers when you tag or add a lead as "New" · SMS + Email sequence
Active · 47 fired
⏳
Aged Lead Re-Engagement
Triggers when you tag a lead as "Aged" · Win-back sequence
Active · 38 fired
🌐
New Inbound Lead (Form Submission)
Triggers instantly when prospect completes the intake form · Hot lead
Active · 94 fired
📦
Bulk Import Campaign
Triggers when leads are imported via CSV · Staggered drip sequence
Active · 105 fired
SMS & Email Log
All automated messages sent
AI Engine
Generate Follow-Up Messages
✦ AI Generated
Activity Feed
AI Appointment Setter
Book Appointments Automatically
AI converses with your lead to find a time
Select a lead above and click "Start AI Session" to begin.
Upcoming Appointments
Available Slots
Click to mark as booked
Bulk Lead Import
Import leads from CSV. Workflow automation triggers on import.
📂
Drop your CSV file here
or click to browse · .csv or .xlsx
Required CSV columns
first_name, last_name, email, phone, policy_interest, coverage_amount, notes