How to use the Leads Board in LeadTruffle
📝 A complete walkthrough of the lead board — columns, sources, board view, custom statuses, filters, and archiving. The lead board is where most of the day-to-day work happens in LeadTruffle. Every lead that enters the system shows up here. This guide walks through what you're looking at and how to use it. Table of contents Overview What you'll see on the lead board Channel, lead source, and original source (2-channel-leaSome readers🖥️ Conversation Replies - Turn on Desktop Notifications
Using your web browser (Google Chrome and Safari recommended) you can get push notifications every time a lead replies in LeadTruffle. Supported desktop browsers Google Chrome (preferred) Firefox Safari Brave (enable Google services) Edge Step 1 - Log into LeadTruffle Head to app.leadtruffle.com and log into your LeadTruffle account in one of the above supported desktop browsers Step 2 - Go to Conversations and turn on Push notificationsSome readersHow to Use Human Takeover in LeadTruffle
Overview Human Takeover lets you jump into any conversation in LeadTruffle and personally message a lead — pausing the AI’s responses until you’re ready to turn it back on. How It Works Go to Conversations Navigate to the Conversations tab inside your LeadTruffle dashboard. Toggle Off AI Responses At the top of the chat window, find the switch labeled “AI Response Active.” Turn this off to switch the conversation into Manual Mode. You can now replFew readersUnderstanding 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 (https://downloads.intercoFew readersManaging Conversations in the New LeadTruffle Inbox
What’s New in the Inbox The updated LeadTruffle inbox gives you powerful new tools to stay organized, collaborate, and respond faster to leads. Read Receipts & Message Indicators See what you haven’t read—each team member gets their own view Blue dot = new message since you last opened the thread Bold text = full conversation is unread Helps you quickly scan for messages that need attention FiFew readers