Customer info

The Customer info sidebar is pinned to the right side of the Lead Details dialog on desktop. It combines editable contact fields (phone, email) with display-only details that the source platform extracted from the customer’s original inquiry — things like the service they asked about, their availability, their postal code, and any files they attached.

Getting here

In Auto-Respond, go to Leads and click a row. The customer info sidebar is shown on the right side of the Lead Details dialog. On narrower screens it’s available via a toggle or panel in the dialog.

Editable fields

Contact information — phone and email — is edited through an inline form. Click the pencil edit icon next to the Contact information heading to switch the section into edit mode.

Phone — the customer’s real phone number. Also click-to-call from view mode.
Temp phone — a masked, temporary phone number assigned by the source platform for privacy (most common on Yelp). Labeled temp so you can tell it apart from the real number at a glance. Displayed in view mode; it is set by the source and not edited directly.
Email — the customer’s email address. Also click-to-email from view mode.

Edit mode

Clicking the edit icon swaps the contact rows for a small form with a phone input and an email input, plus Save and Cancel buttons at the bottom.

Phone validation — the phone input must match a valid North American phone format (10-digit, 1 + 10-digit, or +1 + 10-digit; spaces, dashes, parentheses, and dots are allowed and stripped). If the value doesn’t validate, the Save button is disabled until you correct it.
Email validation — the email input must be a valid email address. Leave it blank to clear the email.
Save — writes both fields at once and exits edit mode.
Cancel — discards your edits and exits edit mode without saving.

ℹ️

Real phone vs. temp phone. Some platforms (notably Yelp) route calls through a masked number until the customer shares their real one. Auto-Respond shows both when they exist — update the real phone field in edit mode as soon as the customer shares their actual number.

Yelp sometimes routes calls through a temp phone but the real number is extractable from the conversation. When that’s the case, a small banner appears in the contact section reading “Temp Phone number available” along with a “Call or text the lead directly” prompt and an “Open in Yelp” link that takes you to the original Yelp conversation where the number can be used. This banner only shows on Yelp leads where the masked number situation applies.

Display-only fields

These are pulled from the source’s inquiry and shown as-is. They help you answer without having to scroll the conversation.

Lead created — the timestamp of the original inquiry (when the lead first came in). Shown at the top of the sidebar.
Service details — the job or service names the customer asked about (for example “Kitchen remodel” or “Long-distance move”).
Availability — the customer’s availability window: ASAP, Flexible, or Specific dates if they picked them on the source.
Location / postal code — where the customer is based or where the job is.
Additional info / description — the customer’s original inquiry text.
Survey answers — structured question-and-answer responses the customer filled out on the source (common on Yelp and Thumbtack).
Project files / attachments — any photos or files the customer sent with the inquiry.

Not every field is available for every source — platforms provide different data.

On narrow screens

When the window is too narrow to fit the sidebar alongside the conversation, the sidebar is replaced by a compact summary strip at the top of the conversation with a “See details” button. Clicking it opens the full customer info in a modal so you can read everything without losing the chat view. Close the modal to return to the conversation.

What each source extracts

Yelp

Customer name
Real phone (when shared)
Temporary phone, labeled temp, for Yelp’s privacy numbers
Temporary email (when Yelp supplies one)
Project / job names
Availability status and dates
Postal code
Additional info and customer description
Survey answers
Project attachments (photos and files)

Thumbtack

Customer name
Project details
Postal code
Availability
Attachments

Facebook Messenger

Customer name (from their profile)

Phone and email are not provided — you collect them in the conversation.

Facebook Lead Ads

Whatever fields the ad’s lead form collected. Typically:

Customer name
Phone
Email
Any custom fields on the form

Instagram

Customer name or handle