Lead detail

Click any lead to open /dashboard/contact/<phone>. This is the richest page in the dashboard.

Sections

Qualification milestones

The five milestones with a check on each one captured: name, intent, budget, timeline, pre-approval.

Captured timeline

A chronological list of every field Matilda extracted and every status change, with the source of each. Entries come from lead events. If nothing has been captured yet, the section explains that it fills in as Matilda learns about the lead.

Message stats

Cards for total messages, messages from the lead, messages from Matilda, and the last active time.

Profile

A definition list of every field on the contact: name, email, role, intent, budget, timeline, pre-approval, areas, property interest, status, timezone, whether reminders are enabled, and notes. Below it, What Matilda remembers, the curated long-term memory.

Activity chart

A bar chart of messages per day for the last 30 days.

Transcript

The full conversation, paginated. Use the Older link to page back. Messages synced from a personal iMessage thread by the worker are labeled separately from messages exchanged through Matilda.

Shareable lead page

Once a lead is qualified, links to the public lead sheet and its PDF appear here. See Lead sheet.

Follow Up Boss

Shows the matching person's ID, sync status, and last sync time. Sync now pushes the current profile. Requires the Admin role and a configured API key. See Follow Up Boss.

Active follow-ups

Reminders scheduled for this contact, with subject, day, time, and whether they recur.

Danger zone

Delete removes the contact, their conversation history, reminders, and events. This cannot be undone. Requires the Admin role.