LeadFlow AI Docs
Read the dashboard and identify the next best lead action
The LeadFlow AI dashboard is designed to help you see what is happening across lead capture, conversations, scoring, and downstream workflow activity.
Overview
What the dashboard is for
The dashboard gives you a practical starting point: what is happening, which leads need attention, where conversations are flowing, and which workflows may need review.
Section
Lead Activity
Recent lead submissions, interactions, and intake patterns.
Section
Qualification
Lead scores, priority indicators, and qualification outcomes.
Section
Actions
Quick access to settings, routing, integrations, and workflow follow-up.
How To Read It
A useful review pattern
- Start with the overview summary
- Check recent lead or conversation activity
- Review score or qualification changes
- Look for broken or incomplete handoffs
- Choose one useful next action
Best Practice
Use the dashboard as a decision surface
The dashboard works best when it helps you notice patterns and priorities. It should guide action, not replace human review of important leads or workflow decisions.