Articles on: General

Understanding the Conversations Tab (Inbox) in LeadTruffle

The Conversations tab in LeadTruffle (also referred to as your Inbox) gives you a centralized place to view and manage all lead interactions.


Here’s how it works:


1. Unified Lead Thread


  • Each lead has a single conversation thread.
  • This thread combines all activity—whether from:
  • Website texting
  • Missed call text-backs
  • AI Voice calls



2. Center Panel: Full Conversation History


  • You’ll see the full back-and-forth with each lead here.
  • Website texting: Conversation usually starts with the first outbound message to the lead.
  • Missed call: Shows a missed call bubble.
  • If a voicemail was left, you’ll also see:


  • Voicemail transcription
  • AI-generated call summary and audio recording


  • AI Voice: Includes the AI call summary and any related SMS or follow-ups.



At the bottom:


  • On Expert plans with 10DLC, you can turn off AI responses and take over the conversation manually.
  • You can enable sound or mobile push notifications to stay alerted.


3. Left Sidebar: Lead List


  • Displays a list of all leads.
  • Shows each lead’s name or phone number and the date they submitted.12


4. Right Sidebar: Lead Details


Here you’ll find structured lead information, including:


  • Lead Contact Info: Name, phone number, email (if provided)
  • Lead Status:


  • Click “Edit” to update status or add internal notes
  • Choose from various status options
  • Lead Source:


  • Indicates submission channel (chat, missed call, voice)
  • Shows traffic source (e.g. direct, Google, Facebook ad)
  • AI Data Collection Status:


  • Shows how much of your required qualification info the AI has gathered
  • AI Collected Information:


  • Displays responses to qualification prompts
  • Shows what’s been gathered and what’s still missing
  • Submitted At:


  • Exact date and time the lead was created



5. Browsing Leads


  • Scroll through the left sidebar to view all incoming leads.
  • Click into any lead to access the full conversation and qualification data.



Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.

Updated on: 02/04/2026

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