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Leads

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

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What the Leads page is for

Use Leads to:
  • review recovered callers
  • search and filter the lead queue
  • move callers through pipeline stages
  • see SMS state and reply previews
  • send manual follow-up messages
  • inspect repeat callers and grouped history

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Views and filters

The Leads page supports:
  • grouped caller list behavior
  • pipeline-oriented lead review
  • search by caller or message content
  • filtering by stage
  • filtering by SMS state
  • pagination and page size controls
This is the right place to work through volume systematically.

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Lead data you can review

For each grouped caller, operators can review:
  • caller phone number
  • latest call time
  • pipeline stage
  • SMS status
  • reply preview
  • earlier call history

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Pipeline stages

Avidra stores lead pipeline stage separately from raw message state. Operators should use stages to represent business progress, for example:
  • new
  • contacted
  • quoted
  • booked
  • closed
Practical note:
  • use SMS status to understand messaging health
  • use pipeline stage to understand business progress
Do not treat them as the same thing.

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Manual follow-up

Operators can trigger a manual follow-up message from the Leads area. Avidra checks:
  • workspace provisioning
  • billing status
  • plan support for manual messaging
When successful, Avidra:
  • sends an outbound SMS through Twilio
  • records the message
  • marks the lead accordingly
  • logs a lead event

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What to monitor

Watch for:
  • leads stuck in new
  • leads with failed SMS status
  • repeat callers with no progression
  • high volume in needs-attention groups
  • large differences 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
  • not reviewing repeat-call history for the same caller