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Workspace / Dashboard
Running
Dashboard
Your lead recovery engine at a glance
Live overview
Total Leads
👥
0
Get started by adding a lead
Messages Sent
↗
0
Across all channels
Replies
↩
0
From leads
Reply Rate
%
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Of leads responded
New Leads
Last 7 days
0 total
By Channel
Message distribution
0 sent
Recent Activity
Latest activity across your workspace
Add Lead
Enter the lead's details. The follow-up sequence will begin immediately.
This is used to personalise every follow-up message.
💬WhatsApp
📱SMS
📞Phone call
Sequence preview
Import from CSV
📂
Click to upload or drag and drop
CSV columns: name, phone, context — one lead per row
NamePhoneContext
0 leads ready
Activity
Every message sent and reply received, in order
Follow-Up Sequence
Configure timing and channels for each step. Messages are AI-generated uniquely for each lead using their name and context — or write your own template below.
How it works: When a sequence step runs for a lead, AI generates a unique personalised message using that lead's name, context and your sender profile. You can also write a custom template below — use {name} and {context} as placeholders.

Set when each message sends and write your own message text. Use {name} for the lead's first name, {context} for their interest. Click ✦ AI Write to generate a message automatically.

Changes apply to new leads only
Settings
Configure your account and connect messaging services
👤
Your sender profile
This is who your leads hear from — fill this in before adding any leads
ℹ️ These details appear in every follow-up message your leads receive. Fill them in so leads know exactly who is contacting them and how to reach you back.
Used in every message: "Hi Sarah, James here…"
Used in first message intro: "this is James from Apex Fitness"
Added to SMS and call scripts so leads can call you back directly
Can be mentioned in messages as an alternative contact
Helps AI write relevant, personalised messages for each lead
Live preview — how your messages will look to leads
Enter your name above to see a preview
📱
Messaging — SMS, WhatsApp & Calls
Choose how your messages are sent
Not connected
Get your credentials from twilio.com/console. Free trial accounts work fine for testing.
Starts with AC — on your Twilio console homepage
Keep this private — never share it
Your Twilio number with country code
Leave blank to use your phone number above
⚠️
Danger zone
Irreversible — proceed carefully
Delete all data
Removes all leads, messages, and activity from your account.
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