Overview
The LeadConnector mobile app gives you a unified place to view and respond to conversations across all major communication channels. With features like AI-powered replies, scheduled messaging, rich media support, and advanced filtering, you can manage client communications quickly and efficiently while on the go.
Key Features and Benefits
Unified Messaging – Manage conversations from Live Chat, Facebook, Instagram, WhatsApp, Email, and SMS in one place.
Scheduled Messaging – Schedule SMS or Email messages to send at specific times.
Media Attachments – Send images, videos, and files to enrich conversations.
Voice Notes – Record and send voice notes for faster, more personal replies.
AI Replies & Review Requests – Use AI reply suggestions and send review requests directly from conversations.
Email Template Editing – Create and format emails with a built-in rich text editor (bold, italic, bullet points, etc.).
How to Use
1. Access Conversations
Use the bottom navigation bar and tap the Conversations tab to view all ongoing chats.
2. Use AI Replies and Review Requests
Open a chat and expand the view to see AI-generated reply suggestions.
Tap the + button in the chat window to instantly send a review request.
3. Send Scheduled Messages
Choose SMS or Email as your message type.
Compose your message, then select a specific date and time for delivery.
4. Add Media Attachments
SMS: Attach files up to 5 MB. Larger files generate a shareable link.
Email: Attach files up to 25 MB. Larger files should be uploaded to a storage service (e.g., Google Drive), then shared via link.
5. Edit Email Templates
Go to Conversations → New Email.
Select a template and use the rich text editor to customize before sending.
6. Add Voice Notes (WhatsApp Integration)
Enable under Settings → WhatsApp.
In a WhatsApp conversation, tap the + icon or the voice recorder icon.
Record, pause, delete, or send your note.
7. Apply Filters
Organize and locate conversations with filter options:
Sort By – Latest-all, Oldest-all, Latest-manual, Oldest-manual.
Show Message – Latest-all, Recent, Unread, Starred.
Assigned To – All, My Chats, Assigned User, Unassigned.
Last Message Direction – All, Inbound, Outbound.
Last Message Type – All, Manual, Automated.
Last Message Channel – All, Email, SMS, GMB, WhatsApp.
Save as Quick Filter for frequent use, then tap Apply Filters.
Smarter Conversations: Additional Features
Trigger Links – Insert trackable URLs into messages.
Custom Values – Personalize messages with variables (e.g., contact name).
WhatsApp Flows – Use interactive WhatsApp message templates.
Snippets – Save pre-written responses in folders and insert them quickly.
To access:
Open a conversation.
Tap the + icon in the text entry box.
Select Trigger Link, Custom Value, WhatsApp Flow, or Snippet.
Pro Tips
Use Quick Filters – Save commonly used filters for faster access.
Manage Media Efficiently – Use links for large files to prevent delays.
Update Scheduled Messages – Regularly review and adjust scheduled content.
FAQ
Q1: How do I access the Conversations tab?
Use the bottom navigation bar and tap Conversations.
Q2: What is the maximum file size for attachments?
SMS: Up to 5 MB (larger files generate a link).
Email: Up to 25 MB.
Q3: How can I filter conversations to show only unread messages?
Go to Filters → Show Message, then select Unread.
Q4: Can I save my filter settings for reuse?
Yes. After setting filters, select Save as Quick Filter, then tap Apply Filters.
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