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Lead Agent
Overview
Inbox
Clients
Sent & Queued
Inbox - messages and replies from clients found in all mailbox folders (checked hourly)
Approved emails - queued and sent (tap a bar to open)
Clients - conversion status, steps taken and planned next actions
Talk to the agent
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Send
Read replies aloud
Drafts awaiting approval (
0
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Leads
Import leads (CSV: email,name,company,notes)
Import
Policy (learner layer)
Offer
Conversion rules
Outreach brief
Standing instructions (also set by chat)
Lead search queries (one per line, Google via Serper)
Blacklisted domains (comma separated)
Deploy policy
A/B test (replies / conversions)
Activity log