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Your first qualified lead

This tutorial walks a lead through Matilda's intake so you can see qualification, the lead sheet, and the handoff email working end to end.

Prerequisites​

  • Matilda running with a Kimi key
  • Either web chat or iMessage working
  • Optionally, Resend configured so the handoff email actually sends. See Resend. Without it the lead sheet and PDF still work, only the email is skipped.

1. Set the notification list​

On Setup, expand Resend and fill in the API key, the from address, and one or more notification emails. Click Test. Matilda validates the key against Resend's read-only domains endpoint. It does not send anything.

In .env the same values are:

MATILDA_PUBLIC_URL=https://your-matilda-host
RESEND_API_KEY=re_xxxxxxxx
RESEND_FROM=Matilda <matilda@yourdomain.com>
MATILDA_NOTIFY_EMAILS=broker@brokerage.com

MATILDA_PUBLIC_URL is used only to build the link in the email.

2. Start a conversation as a lead​

Text Matilda from a phone that is not already in her database, or use a fresh phone number in the web chat login. Say "hi".

Matilda introduces herself and asks your name. From here she asks one question per reply, always the first field still missing.

3. Answer the five milestones​

Work through the conversation naturally. You do not need to answer in order. Matilda saves each field as it arrives.

MilestoneExample answer
Name"I'm Jordan"
Intent"Looking to buy"
Budget"Around 650"
Timeline"Next couple of months"
Pre-approval"Yep, already pre-approved"

Watch the lead on the dashboard as you go. Open Leads, find the contact, and the qualification bar moves in 20% steps.

4. Watch the promotion​

When the fifth milestone lands, Matilda promotes the status from qualifying to qualified automatically. Three things happen at once:

  1. A share token is created and the lead sheet becomes available at /lead/<token>.
  2. The PDF version becomes available at /lead/<token>.pdf.
  3. If Resend is configured, the notification list receives an email with the link.

The email fires only once per lead, on the first transition to qualified. Later status changes do not resend it.

5. Open the lead sheet​

On the lead's detail page in the dashboard, the shareable lead page and PDF links appear near the top. Open the page. It shows the qualification fields, notes, and what Matilda remembers, with a Download PDF button. Anyone holding the link can view it. There is no login.

Next steps​