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.
Views and filters
The Leads page supports multiple ways to find and organize leads:| Feature | What it does |
|---|---|
| Grouped caller list | Consolidates repeat callers under a single lead entry |
| Pipeline filter | Filter leads by stage (new, contacted, quoted, booked, closed) |
| Search | Find leads by phone number or message content |
| SMS status filter | Filter by messaging health (sent, delivered, failed) |
| Pagination | Navigate large lead lists with page size controls |
Lead data
For each grouped caller, you can review:| Field | What it shows |
|---|---|
| Caller phone number | The number that called your business |
| Latest call time | When the most recent call came in |
| Pipeline stage | Business progress (new, contacted, quoted, booked, closed) |
| SMS status | Messaging health and delivery state |
| Reply preview | The last message in the conversation |
| Call history | Earlier calls from the same number |
Pipeline stages explained
Pipeline stages track where each lead stands in your business workflow:New
The lead was just recovered. No human interaction yet. This is the stage that needs the most attention — new leads cool off fast.
Contacted
Your team has reached the caller. Move leads here after a callback, reply, or manual follow-up.
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?
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.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
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
Related pages
Conversations
View SMS threads.
Dashboard
Monitor recovery metrics.
AI SMS Conversations
How AI handles threads.