See every lead it's working
Open Wrapstart AI > Lead Agent and the Leads tab. Each row shows what the agent is doing Right now, its step (like Qualifying, Pricing or Booking), messages and last activity. Filter by All Leads, Active or Completed.
One lead
Click a lead to open its panel. It shows the conversation, what's on file (quotes, proposals, bookings, invoices), and a board of everything the agent did or wants to do. Cards needing you say Needs approval. Click Talk to the agent to answer its questions or tell it what to do.
When something needs you, like a stalled conversation, a failed message or a held reply, the notification opens this panel. On the Notifications page, click Open in Wrapstart AI.
Pause, stop or restart
On a lead's page or in the Assigned column on Leads, open the assignee menu. Under Wrapstart AI:
- Pause agent stops it for now. Resume agent carries on.
- Stop agent takes the lead off the agent.
- Restart agent starts it again on the lead. Restart is also at the top right of the lead's panel.
If you or a teammate reply to the customer yourselves, the agent pauses so you aren't talking over each other. Click Hand back to agent when you want it to take over again.
Replies it held back
Before sending, the agent checks every reply against your standing rules. If a reply would break one, it doesn't send it. It writes a new one and sends that, or asks for your approval. If it can't get it right, it asks you instead.
A held reply shows Not sent on purpose, with the rule it would have broken. The customer never saw it. You also get a notice, Lead Agent held back a reply, with what it sent instead.
When it stops and you take over
In the Message Centre, a note above the message box says why the agent stopped. Click Show 2 replies to see two replies it could send, then Use this to put one in the box. Edit it and send it, and the agent picks the conversation back up. This is on the web for now.