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The Leads page is the main operational workspace for recovered callers. Avidra groups calls by caller so your team works from a cleaner, caller-first queue instead of a raw event stream.

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What you can do

Review recovered callers

See all recovered leads grouped by caller with activity previews and call timestamps.

Manage pipeline stages

Move callers through stages: new → contacted → quoted → booked → closed.

Send manual follow-ups

Trigger a follow-up SMS directly from the lead record when you want to reach out manually.

Inspect call history

Review repeat callers and grouped call history for full context before calling back.

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Views and filters

The Leads page supports multiple ways to find and organize leads:

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Lead data

For each grouped caller, you can review:

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Pipeline stages explained

Pipeline stages track where each lead stands in your business workflow:
1

New

The lead was just recovered. No human interaction yet. This is the stage that needs the most attention — new leads cool off fast.
2

Contacted

Your team has reached the caller. Move leads here after a callback, reply, or manual follow-up.
3

Quoted

A price or estimate has been provided. The lead is considering your offer.
4

Booked

The job is scheduled. The lead has committed to a date and time.
5

Closed

The job is completed or the lead is no longer active. Archive it here.

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Pipeline stages vs. SMS status

Pipeline stage and SMS status are separate concepts. Do not confuse them.
  • Pipeline stages represent business progress: where is this lead in your workflow?
  • SMS status represents messaging health: did the text-back actually deliver?
A lead can be in “new” pipeline stage with a “delivered” SMS status — meaning Avidra texted them successfully, but your team has not followed up yet.

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Manual follow-up

You can trigger a manual follow-up message from the Leads area. Avidra checks workspace provisioning, billing status, and plan support before sending. When successful, Avidra sends an outbound SMS through Twilio, records the message, updates the lead, and logs a lead event.
Manual messaging is plan-gated. If the option is not available, check Billing and Plan.

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What to monitor

  • Leads stuck in “new” with no progression — these are cooling off
  • Leads with failed SMS status — the text-back did not reach the caller
  • Repeat callers with no follow-up — they called multiple times and never heard back
  • High volume in needs-attention groups
  • Large gaps between missed-call volume and recovered-lead volume

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Common mistakes

  • Leaving leads in “new” even after a real conversation has started
  • Using manual follow-up as a substitute for fixing phone setup issues
  • Ignoring repeated failed SMS events — they indicate a delivery problem
  • Not reviewing repeat-call history for the same caller — you may be missing urgent leads

Conversations

View SMS threads.

Dashboard

Monitor recovery metrics.

AI SMS Conversations

How AI handles threads.