Demo Activity: ON

You're viewing a demo workspace with sample data (pipeline, AI, LedgerAI, campaigns, integrations). Upgrade to use your own data and unlock full features.

How this works

All conversations with leads live here — website chat, SMS, and voice follow-ups in one place.

Transcripts and replies sync to lead timelines so your team has full context across channels.

What to do here: Reply from here; the lead record and timeline stay in sync.

Inbox

Sample Data

All conversations — SMS and chat in one place.

Your AI agent can automatically respond to leads like this.

Conversations

John Davis
Great, you're booked for 10:30 AM.
Voice + SMS · 9:48 AM
Sarah Williams
What's the cost for HVAC tune-up?
Website Chat · 11:20 AM
Mike Torres
Yes! I can send you details now.
SMS · 1 hr ago
Lisa T.
Voice assistant helped me submit everything.
Voice Widget · 3 hrs ago

John Davis

I used your voice assistant and need a same-day roof quote.9:42 AM

Perfect — I can book an inspection today. What address should we use?9:43 AM

221 Oak Ridge Dr, Winter Park.9:45 AM

Great, you're booked for 10:30 AM and your transcript is attached to this lead.9:46 AM

Awesome, thanks!9:48 AM

SMS + chat messages sync with leads. Replies update the CRM automatically.

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