For the complete documentation index, see llms.txt. This page is also available as Markdown.

Inbox, Contacts & Leads

Where conversations, people and opportunities land, whichever product created them.

Every product feeds the same three places. A widget callback, an AI-answered call and an inbound text from the same person produce one contact, one conversation history and one lead β€” not three strangers.

How they relate

Contact β€” the person. Their number, name, company and everything known about them.

Conversation β€” the thread. Every call and message with that contact, on one timeline, across every channel.

Lead β€” the opportunity. A status, a score, an owner, and what needs to happen next.

Deal β€” the money. Attached to a lead, with a value and a won/lost outcome.

One contact can have many conversations and, over time, several leads.

In this section