1
Open the contacts list
Click Contacts in the sidebar. Each row shows the lead’s possibility state, its owner, and the last touch: a call outcome in green or red, or the last WhatsApp message. Green REPLIED badges mark contacts who wrote back.
2
Open a contact
Click any name. Left side: the contact’s fields, deals and automation toggle. Right side: the full timeline, WhatsApp messages, call summaries and emails in one thread. Filter by channel with the icons top right.
3
Read a trigger
Click Lead qualification. Each row is one rule, and the workflow column reads left to right: the state that arms it, the actions it takes, the state it sets afterwards. Open “Qualification call + no-answer follow-up” to see conditions, actions and delays in the editor.
4
Watch the inbox
Click Inbox. This is where replies land. The demo simulates incoming WhatsApp answers, so threads fill up during the day.
5
Check the outcome side
Deals shows the pipeline board; Outreach shows volume per channel, call success rates and the send queue; Dashboard shows revenue won and lost reasons.