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The dashboard has several tabs at the top to help you manage your leads:

• PRIO – Your priority leads that need immediate attention
• Prospects – All your leads in one searchable table
• AI Pipeline – Leads currently being nurtured by the AI
• Search – Find any lead by name or phone number
• Analytics – View your performance metrics
• Import Leads – Add single leads or bulk upload via CSV

Each lead has a status that tells you where they are in your pipeline:

• Booked – Meeting scheduled with you
• Callback – Lead wants YOU to call them personally
• Interested – Showed interest but no meeting yet
• Timeline – Has a future timeline (e.g., "looking in 6 months")
• Follow Up – AI is continuing to nurture this lead
• Not Interested – Declined or not a fit
• DNC – Do Not Call - requested removal
• Wrong Number – Invalid or disconnected number

Your call usage is displayed at the top right of the dashboard. You'll see:

• Number of calls used this month
• Your monthly allowance
• A progress bar showing usage percentage

You have a dedicated phone number assigned to your account. This number is displayed at the top of your dashboard next to your name.

When leads call back, they'll reach Sarah (the AI) who can help them or schedule a callback with you.

PRIO (Priority) leads are your hottest opportunities that need immediate attention. They appear in a dedicated tab so you never miss them.

The AI automatically marks leads as PRIO when they:

• Book a meeting with you
• Request a personal callback
• Show high buying intent

You can also manually mark any lead as PRIO.

To mark a lead as PRIO:

• Click on any lead to open the detail modal
• Click the yellow "⭐ PRIO LEAD" button at the top
• The lead will now appear in your PRIO tab

To remove a lead from PRIO:

• Go to the PRIO tab
• Find the lead in the table
• Click the red "Unprio" button on the right

The lead will be removed from PRIO but will still exist in your Prospects tab.

The chain icon 🔗 indicates a shared lead.

This means the lead was originally assigned to another agent but has been shared with you (or vice versa). This can happen when:

• A lead requests a different agent
• Team leads redistribute leads
• Collaboration is needed on a deal

To add notes to a lead:

• Click on a lead to open the detail modal
• Scroll to the "📝 Your Notes" section
• Type your note in the text box
• Click "💾 Save" to save the note

Your notes are timestamped and stored in order, so you can track your interaction history.

The "✨ Polish" button uses AI to clean up your notes before saving.

It will:

• Fix grammar and spelling
• Improve clarity and readability
• Format the note professionally
• Keep all the important details

Yes! Click the microphone icon 🎤 next to the notes input to use voice-to-text.

• Click once to start recording (icon turns red)
• Speak your notes naturally
• Click again to stop recording
• Your speech will be transcribed into the text box

To edit a previously saved note:

• Find the note in the "Your Notes" section
• Click the ✏️ edit icon next to the note
• The note text will load into the input box
• Make your changes and click Save

The note's timestamp will update to when you edited it.

Yes! When you send a lead back to the AI, your notes are provided as context.

This means the AI will:

• Know about your previous conversations
• Reference important details you noted
• Provide a more personalized experience for the lead

There are two ways to schedule a meeting:

From the table:

• Click the blue "Schedule" button in the Booked/Callback Time column

From the lead modal:

• Click on a lead to open the detail modal
• Click "📅 Schedule Meeting" below the Booked Time field
• Select a date and time
• Click "Confirm Booking"

To change an existing booked time:

• Click on the lead to open the detail modal
• Find the "Booked / Callback Time" field
• Click the ✏️ edit icon next to the time
• Select a new date and time
• Click confirm to save

Yes! When a lead has a booked time, you'll see a 📅 calendar icon next to the time.

Click it to open Google Calendar with the event pre-filled, including:

• Lead's name in the title
• Their phone number
• The scheduled date and time

To track when you've manually called a lead:

• Open the lead detail modal
• Scroll to "📞 Your Call Attempts" section
• Click "+ Log Call Attempt"

This logs the current date/time and updates the "Last Called" field.

The AI Pipeline shows leads that are being automatically nurtured by Sarah (the AI).

These are leads with status "Timeline" or "Follow Up" who:

• Have shown interest but aren't ready to meet yet
• Have a future timeline (e.g., "buying in spring")
• Requested follow-up at a later date

The AI will continue calling them at appropriate intervals until they convert or opt out.

If you've been working a lead manually and want the AI to take over:

• Open the lead detail modal
• Add notes about your conversations (important!)
• Click the purple "🔄 Send Back to AI" button
• Select when the AI should follow up
• Add any additional context
• Confirm the handoff

To take a lead out of the AI pipeline and handle it yourself:

• Go to the AI Pipeline tab
• Find the lead you want
• Click the "Take Over" button

The lead will be removed from AI automation. You can also mark it as PRIO to add it to your priority list.

The AI uses smart retry logic based on lead responses:

• New leads: Called immediately when uploaded
• No answer: Retry after 6 hours, then 24h, 48h, 72h
• Timeline leads: Follow up closer to their stated timeframe
• Interested leads: Follow up within your specified window

The "Next AI Call" column shows when each lead will be called next.

You can search for leads in two ways:

Quick search (in tables):

• Use the search box above any table
• Type a name or phone number
• Results filter in real-time

Dedicated Search tab:

• Go to the 🔍 Search tab
• Enter a name or last 4 digits of phone
• View detailed lead information

Most tables have filter dropdowns:

• Status filter: Show only leads with a specific status
• Timeframe filter: Show leads called within a certain period (today, 7 days, 30 days, etc.)

You can also click column headers to sort the table by that column.

Yes! In the Prospects tab:

• Click the "Columns" button above the table
• Check or uncheck columns to show/hide them
• Your preferences are saved automatically

To add one lead at a time:

• Go to the 📥 Import Leads tab
• Make sure "➕ Single Lead" is selected
• Fill in the required fields: First Name, Phone Number, Interest
• Optionally add Last Name, Email, and Max Call Attempts
• Click "Add Lead"

To upload multiple leads via CSV:

• Go to the 📥 Import Leads tab
• Click "📁 Bulk Upload"
• Download the CSV template first
• Fill in your lead data following the template format
• Drag & drop your file or click to browse

Your CSV should include these columns:

• First Name (required)
• Last Name (optional)
• Phone (required) – format: 10 digits or with country code
• Email (optional)

After importing:

• Leads are validated and deduplicated
• They appear in your Prospects tab within minutes
• The AI begins calling them during the next calling window
• You'll see them move through statuses as calls are made

Calling windows are typically 10am-1pm and 4pm-7pm to maximize pickup rates.

To share a lead with a colleague:

• Find the lead in your PRIO or Prospects table
• Click the + button next to their name
• Select which agent to share with
• Click "Share"

The other agent will now see this lead in their dashboard with a 🔗 chain icon.

The chain icon 🔗 indicates a shared lead.

If you see this icon, it means:

• The lead is shared between you and another agent
• Either you shared it with them, or they shared it with you
• Both agents can view and work on this lead

Only the original owner of a lead can stop sharing it.

To stop sharing:

• Find the shared lead (shows 🔗 icon)
• Click the ✕ button next to the chain icon
• Confirm you want to stop sharing

The other agent will no longer see this lead in their dashboard.

If you can't find a lead:

• Check filters: Make sure you're not filtering by a status that excludes them
• Use Search tab: Search by name or last 4 phone digits
• Check timeframe: The table might be filtered to recent leads only
• Clear search: Make sure the search box is empty

If you notice something wrong with a lead (wrong status, incorrect booking, etc.):

• Open the lead detail modal
• Click the "⚠ Report" button at the top
• Describe the issue
• Our team will investigate and fix it

You can reach us through:

• Feedback tab: Use the 💬 Feedback tab to send us a message
• Email: Contact us at info@prioai.ca

We typically respond within 24 hours on business days.