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Settings & Configuration

Access settings by tapping the gear icon in the top-right of the Lead Inbox app. The settings panel has five sections.

Lead Stats Tab​

View your lead performance metrics:

  • Monthly usage bar: Shows leads used this month vs your plan limit (turns yellow at 70%, red at 90%)
  • Quick stats: This Week, All Time, Conversion Rate, Hot Leads
  • Source filter: View stats by channel (SMS, WhatsApp, FB DM, FB Form, IG DM)
  • Status filter: View by lead status (Qualified, Assigned, Completed, etc.)
  • Filtered lead list: See matching leads in a table — tap any lead to open it

Team Tab​

Manage your team members:

  • View all members with their role and last login
  • Invite new members (Name + Email)
  • Remove team members (cannot remove yourself)
  • See capacity vs plan limit

See Team Management for details.

Service Pricing Tab​

Manage your services and AI settings:

Services​

  • View all services with prices
  • Add new services (Name + Price)
  • Remove services

AI Agent Settings​

  • Agent Name: The name your AI uses when talking to leads
  • Response Delay: Seconds to wait before responding (0-120). Makes responses feel more natural.

See Service Pricing for details.

About Tab​

View your plan and manage your subscription:

Plan Information​

  • Current plan name (Starter, Growth, or Pro)
  • Monthly lead limit
  • Team member limit
  • Lead retention period
  • App version

Change Plan​

  1. Tap Change Plan
  2. Select a new plan from the dropdown
  3. Review the proration breakdown:
    • Upgrading: Shows prorated charge for remaining days + new monthly rate
    • Downgrading: Shows credit applied to next bill + new monthly rate
  4. Confirm the change

Cancel Plan​

  1. Tap Cancel Plan (red button at bottom)
  2. Review the confirmation message
  3. Choose "Yes, Cancel My Plan" or "No, Keep My Plan"
  4. If cancelled: your app stays active until the end of the billing period, then data is kept for 90 days

Help Tab​

Always available at the bottom of settings:

  • Settings overview: Explains what each tab does
  • Pipeline statuses guide: What each status means and how leads progress
  • Temperature badges guide: What HOT, WARM, and COLD mean
  • How to change status: Instructions for manual status changes