Lead quality on the dashboard
Tiles for hot leads (with warm and cold counts), hot leads waiting, how many active chats are labelled and how many the team corrected, and spam and job enquiries set aside.
Labelled two minutes after her last message
Lead classification and hot-lead alerts
The AI reads each chat and labels the lead hot, warm or cold, with what they want and why. Hot leads go to the top of the inbox, and if nobody answers one within the time you set, your team is told.
- Every channel
- Reads voice notes and the ad they came from
- Your team can correct any label
One request, start to finish
Three quick messages become one labelled lead
- 1
It reads the whole chat Including voice-note transcripts and the ad she came from.
- 2
One label, with a reason Hot, warm or cold, plus intent, interest and urgency.
- 3
Hot leads rise to the top With Priority on, the list is ordered for working through leads.
- 4
It suggests the next stage Apply it and the deal moves as if you dragged it.
01: THE LABEL
Hot, warm or cold, decided the same way every time
On a busy day, the front desk answers whoever wrote last. The customer who asked the price and said she can come on Thursday waits behind ten people who said hello. Lead classification sorts that out. Once you turn it on, the AI reads each chat after the customer writes, on every channel, including chats a person is already handling.
It reads the recent messages, any voice-note transcripts, the ad the customer came from and any open deal. A burst of quick messages is labelled once, a minute or two after the chat goes quiet, so three messages in a row don't produce three labels.
Hot
Ready to act now. They asked the price and how or when to book, asked for the address or a slot, or said they will come, book or pay.
Warm
At least two real buying signals short of hot, such as naming the service, asking about packages or availability, giving a timeframe or budget, or replying again after you answered. Asking questions alone is not warm.
Cold
Everything else: a greeting, a bare price question, an ad's pre-filled message with nothing after it, general questions, and existing customers with nothing new to buy.
Also recorded
Intent (booking, pricing, information, existing customer, complaint, spam, job enquiry or other), interest (the treatment, product or service), urgency (now, soon or later) and a one-line reason.
Labelling can run on its own AI model, with a backup, separate from the model your assistant uses. Only models that can return a structured answer are offered for it. Numbers on your AI exclusion list, such as your own staff, are never labelled.
When the AI is unsure, it picks the lower label. A borderline lead shows as warm or cold, never inflated.
02: THE LEAD PANEL
Correct the label, and the AI leaves it alone
The lead panel sits beside the chat in the inbox. Your team can edit any label. A value a person sets stays put: the AI never changes it until someone picks Let AI decide again. Reclassify runs the label on demand, even when automatic labelling is off.
It suggests the next stage
When the contact has an open deal and the chat shows things have moved on, the panel suggests the next stage, such as Move to Qualified. Apply moves the deal exactly as the board does. Dismiss ignores it.
Tags that follow the label
With tagging on (the default), contacts get Lead: Hot, Warm or Cold and Intent tags, swapped as the label changes. You can filter on them in Contacts and saved lists.
Spam and job enquiries set aside
On by default. A chat read as spam or a job application is closed if nobody has replied yet. The panel offers Reopen, and a later label that disagrees reopens it.
03: THE ALERT
A hot lead nobody answers gets flagged
A hot lead cools quickly. Pick how long a hot lead may wait without a reply: 5, 10, 15 or 30 minutes, or off. The default is 10. When that time passes with no answer, the chat is marked Needs attention with the wait written on it, such as Hot lead waiting 10 min, and your team gets a Hot leads notification.
Then it reaches your phone
If the notification stays unread in the app for fifteen minutes, it is sent to you on WhatsApp. Each person chooses which notifications come this way.
Any reply cancels it
A reply from a person or from the assistant before the time runs out means no alert.
The flag comes down when the work is done
A person's reply, closing the chat, or Mark as handled lowers it.
The assistant pushes hot leads forward
The assistant sees the label on every turn and is told to move a hot lead to the next concrete step, or hand it to a person.
See your own leads labelled
Bring a week of real chats. We'll show you which were hot and how long they waited.
We reply in under an hour.
04: WHERE YOU SEE THEM
Hot leads in the inbox and on the dashboard
Labels show wherever your team works. You don't need to open a report to find the people worth calling.
In the inbox
A Hot or Warm badge on each row, with the AI's reason on hover. Cold leads show no badge, which keeps the list calm. A Hot filter appears with its count once a lead is marked hot, and Priority sorts the list with hot leads near the top.
What customers want
Intents ranked with bars, each opening the inbox filtered to it, with urgency underneath. Leads over time shows hot, warm and cold chats per day, counted as they were labelled that day.
Hot leads waiting
A worklist with the longest wait first, the interest and the wait time. Each row opens the chat.
With labelling off and nothing labelled, the section shows one line on how to turn it on, with the button for admins, instead of a row of zeros.
05: PER AD
See which ads bring leads worth a call
A good lead count can hide a bad ad. In Ad Funnels, each stage of one ad's funnel, each drop-off and the ad's leads overall show how many were hot, warm, cold, spam or job enquiries, or not yet classified. A line of 83 leads reads as 83 leads, 9 of them worth a call.
Put that next to what the ad's leads became in your pipeline and its revenue, and you can tell an ad that brings chatter from one that brings buyers.
The honest part
What it won't do
Turn itself on
Labelling is off until an admin switches it on. Each label is a small AI call that counts against your monthly AI budget.
Give a numeric score
Leads are hot, warm or cold, each with a written reason your team can check.
Inflate a borderline lead
When unsure, it picks the lower label.
Change a label your team set
Until someone picks Let AI decide again.
Relabel old chats by itself
An existing label updates the next time that chat is labelled.
Draw history it doesn't have
Leads over time starts from when labelling arrived, and earlier ranges say so instead of showing zeros.
Label your own staff
Numbers on the AI exclusion list are skipped, even on Reclassify.
Works with
This page
Lead classification and alerts
- Lead classification and alerts
- Shared inboxbadges, Hot filter, Priority sort
- AI assistantsees the label and moves hot leads on
- Saved listsLead and Intent tags to filter on
- Pipelines and Ad Funnelsnext-stage hints, lead quality per ad
- DashboardHot leads waiting, What customers want
- Notificationsa Hot leads alert, then WhatsApp
Questions about lead labels
Asked by sales managers
Does it work on Instagram and website chat too?
Yes. It runs after a customer writes on any channel, including chats a person is already handling.
Will it mark everyone who asks the price as hot?
No. A bare price question is cold. A lead is hot when they also ask how or when to book, ask for a slot or the address, or say they will come, book or pay.
What if my team disagrees with a label?
Change it in the lead panel. The AI won't change it back until someone picks Let AI decide again, and the dashboard counts how many labels the team corrected.
How fast does the hot-lead alert fire?
You choose 5, 10, 15 or 30 minutes, or off. The default is 10. If the notification stays unread in the app, it reaches your phone on WhatsApp after fifteen minutes.
Does labelling cost extra AI?
Each label is one small AI call, and it counts against your monthly AI budget like every other AI feature.
Could it close a real enquiry as spam?
It only sets a chat aside as spam or a job enquiry if nobody has replied yet. The panel offers Reopen, and if a later label disagrees, the chat reopens by itself. You can also switch setting aside off.
Book a demo
Find the hot leads hiding in your inbox
A 30-minute call. We turn labelling on for a test number and show you how your kind of enquiries are sorted.
- Hot, warm and cold with a reason
- The hot-lead alert firing
- Lead quality for one ad
We reply in under an hour.