The Conversations tab in LeadTruffle (also referred to as your Inbox) gives you a centralized place to view and manage all lead interactions.
Here’s how it works:
1. Unified Lead Thread
Each lead has a single conversation thread.
This thread combines all activity—whether from:
Website texting
Missed call text-backs
AI Voice calls
2. Center Panel: Full Conversation History
You’ll see the full back-and-forth with each lead here.
Website texting: Conversation usually starts with the first outbound message to the lead.
Missed call: Shows a missed call bubble.
If a voicemail was left, you’ll also see:
Voicemail transcription
AI-generated call summary and audio recording
AI Voice: Includes the AI call summary and any related SMS or follow-ups.
At the bottom:
On Expert plans with 10DLC, you can turn off AI responses and take over the conversation manually.
You can enable sound or mobile push notifications to stay alerted.
3. Left Sidebar: Lead List
Displays a list of all leads.
Shows each lead’s name or phone number and the date they submitted.12
4. Right Sidebar: Lead Details
Here you’ll find structured lead information, including:
Lead Contact Info: Name, phone number, email (if provided)
Lead Status:
Click “Edit” to update status or add internal notes
Choose from various status options
Lead Source:
Indicates submission channel (chat, missed call, voice)
Shows traffic source (e.g. direct, Google, Facebook ad)
AI Data Collection Status:
Shows how much of your required qualification info the AI has gathered
AI Collected Information:
Displays responses to qualification prompts
Shows what’s been gathered and what’s still missing
Submitted At:
Exact date and time the lead was created
5. Browsing Leads
Scroll through the left sidebar to view all incoming leads.
Click into any lead to access the full conversation and qualification data.
Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.