July 25, 2026
Turning a messy shared inbox into a lead desk
Start-to-finish: leads scattered across forms, email, and DMs get pulled into one desk, tagged by intent and urgency, and routed to owners — then we flip on the follow-up autopilot and show the frequency caps doing their job.
Lead & Follow-UpAI triageAutomationWalkthrough
Clip coming soon
We are editing this session now — the walkthrough below shows what it covers.
What this clip covers
- 1Where the leads were leaking before
- 2Classification and routing happening live
- 3A quiet contact getting a personalized follow-up draft
- 4The engagement dashboard after a week on autopilot