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Messaging & Conversations

The Lead Inbox brings every conversation with your leads into one unified thread — SMS, Facebook Messenger, Instagram DM, WhatsApp, and voice all live side-by-side, per lead.

Viewing conversations​

  1. Tap any lead in the list to open their conversation
  2. Messages are grouped by date with timestamps
  3. Your messages (outbound) appear on the right in teal/cyan bubbles
  4. Lead messages (inbound) appear on the left in dark bubbles
  5. AI-generated messages are marked with a subtle AI badge
  6. Translated messages show a 🌐 "Translated from {language}" badge — tap to inline-expand the original

:::tip Tap the LeadHub logo Tapping the LeadHub AI logo in the top-left of any screen takes you to the matching section on leadhubai.io — useful for sharing a page with a teammate or jumping over to the marketing site quickly. :::

Quick actions (the fastest way to work a list)​

Every lead in the list has a quick-actions menu you can open without first tapping into the conversation. Two ways to open it:

  • Swipe left on a lead to reveal the menu
  • Tap the ⋮ button on the right side of the row

A first-visit hint banner appears at the top of the list ("Swipe left on any lead — or tap ⋮ — to see quick actions") and dismisses itself the first time you use either gesture.

The menu shows different options depending on where the lead is in your pipeline:

Lead stateAvailable quick actions
New / Contacted / Replied / Qualified👤 Assign to me · 📅 Schedule · ⏰ Snooze · ❌ Lost
Assigned📅 Schedule · ✅ Complete · ⏰ Snooze · ❌ Lost
Booked✅ Complete · 📅 Reschedule · ⏰ Snooze · ❌ Lost
Completed / Closed♻️ Reopen

Each action confirms with a short toast — "Assigned to you ✓", "Marked done ✓", "Snoozed ✓", etc. — so you know it fired without needing to check the list.

:::tip Why quick actions matter When 30 leads come in on a Monday morning, opening each one to triage takes forever. Quick actions let you clear the list in under a minute — assign the hot ones, snooze the cold ones, schedule the booked ones, all from the list view. :::

Sending a message​

  1. Tap on a lead to open the conversation
  2. Type your message in the input at the bottom
  3. Press Enter to send (or tap the Send button)
  4. Use Shift+Enter to add a new line without sending

:::info When you reply manually When you send a manual message, the AI pauses for that conversation. The lead is marked as ASSIGNED to you, and pending follow-ups are cancelled. This prevents the AI from interfering with your conversation. :::

Bilingual translation (Pro plan)​

If your lead writes in a different language than your preferred language:

  • Their message appears in your language at the top of the bubble, with a 🌐 "Translated from {language}" badge below
  • Tap the badge to inline-expand the original wording in the lead's language
  • Your replies are automatically translated into the lead's language before sending — they receive it in theirs

Set your preferred language in Settings → About → 🌐 My language. Every team member can pick their own — the lead you're reading in English, your colleague might be reading in Spanish, same conversation.

Supported launch languages: English, Spanish, Portuguese, Haitian Creole, French, German, Italian, plus auto-detection for others.

See the full walkthrough in Settings → Agent Language.

Using AI suggestions​

Get an AI-generated response suggestion tailored to the conversation:

  1. Tap the AI sparkle icon next to the message input
  2. Wait a second for the suggestion (loading indicator shows)
  3. Review the suggested response in the green "AI SUGGESTION" bar
  4. Choose:
    • Send — sends the suggestion as-is
    • Edit — copies the text into your input for manual tweaks
    • Dismiss — removes the suggestion

The AI considers the full conversation history, your service pricing, your business type, and the lead's language when generating.

Quick actions on an open lead​

Once inside a lead's conversation, the top bar shows quick-action buttons:

  • ✅ Assign to me — take ownership (pauses the AI)
  • 📅 Schedule Job — opens the scheduling modal (see Scheduling Jobs)
  • 🔔 Snooze — temporarily hide this lead
  • 📝 Status dropdown — change pipeline status manually
  • ℹ️ Info — opens the lead detail panel

Most status changes happen automatically through the AI pipeline, but you can override them any time.

Status values​

StatusMeaning
NEWJust arrived, no one has contacted them
CONTACTEDYou or the AI has responded
REPLIEDLead wrote back after first contact
QUALIFIEDAI has collected all the info needed — ready for booking
ASSIGNEDA team member has taken ownership
BOOKEDJob scheduled
COMPLETEDJob done
CLOSED_LOSTLead is lost (didn't convert)
CLOSED_NO_RESPONSELead stopped responding
SPAMAuto-flagged by spam protection

Lead detail panel​

Tap the ℹ️ info icon in the chat header to slide the detail panel in. It shows:

  • Service requested by the lead
  • Source (SMS, Facebook, Instagram, WhatsApp, Voice)
  • Phone / email (if provided)
  • Date added and last activity
  • Pipeline progress — visual dots showing the lead's journey through your pipeline
  • Upcoming jobs for this lead (with Edit / Cancel)
  • Follow-ups — scheduled AI messages with the ability to cancel
  • Message stats — total messages, pending follow-ups, received count
  • Job notes — AI-summarized notes for a technician being dispatched (tap Generate to create)

Mobile navigation​

On phones:

  • The leads list takes the full screen
  • Tap a lead to enter the chat view (full screen)
  • Tap the back arrow (top left) to return to the list
  • The info panel slides in from the right as an overlay
  • The LeadHub AI logo in the top-left corner is always tappable — it'll take you to the matching section on the marketing site (leadhubai.io)

Swipe gestures work on phones and tablets. On desktop, the same actions are available via right-click on a lead row.