---
title: "Leads - Auto-Respond Docs"
description: "Your inbox for every customer inquiry across every connected source - message, filter, triage, and track every lead in one place."
source: https://auto-respond.com/docs/leads/
---

![Leads documentation guide](https://auto-respond.com/assets/docs/leads.svg "Leads Documentation")

A visual guide to the Leads documentation, covering the setup, configuration, and workflow details explained on this page. Documentation illustration for Leads.

# Leads

The **Leads** page (also called the **Inbox**) is the main workspace in Auto-Respond. It’s a single filterable table of every customer inquiry across every source you’ve connected - Yelp, Thumbtack, Facebook Messenger, Facebook Lead Ads, Instagram, and Google Local Ads. From here you can read conversations, reply, add internal memos, change a lead’s status, and track each prospect to a resolution.

New messages appear in real time - no refresh needed. Click any row to open the full **Lead Details** dialog.

## Getting here

In Auto-Respond, go to **Leads** in the main navigation.

## The Leads table

Each row is one lead. On desktop, the table shows these columns:

- **Actions** - a 3-dot menu with per-lead actions.

- **Source** - the platform icon for Yelp, Thumbtack, Facebook Messenger, Facebook Lead Ads, Instagram, or Google Local Ads.

- **Location / Source Name** - which of your connected sources this lead came from.

- **Customer Name** - the name the platform or customer provided.

- **Phone Number** - the customer’s real phone number. For Yelp leads it is filled in automatically once the customer chooses to share it on Yelp.

- **Last Message** - a preview of the most recent message in the thread. Small indicator icons appear in this column to flag conversation state at a glance:

  - **Blue timer icon** - a delayed welcome message is pending and will go out shortly.
  - **Orange block icon** - the AI assistant is currently off-hours and won’t reply until its next on-hours window.
  - **Purple brain icon** - the last message was sent by the AI assistant.
  - **Gray robot icon** - the last message came from a predefined template.

- **Last Memo** - a preview of the most recent internal note on this lead. Click it to jump straight to the **Memos** tab of the lead.

- **Last Interaction** - the timestamp of the most recent activity on the lead.

- **AI Conversation** - an icon that indicates whether the AI assistant is currently handling this conversation (only relevant on sources configured to let the AI send more than one message).

- **Lead Status** - a color-coded dropdown you can use to change the status inline. See [Lead Statuses](https://auto-respond.com/docs/leads/statuses/).

- **Address** - the customer’s address or postal code. Click to open it on a map.

On mobile, the table shows fewer columns and the filter toolbar collapses into a menu.

### How the table behaves

- **Real-time updates.** New incoming messages update the matching row without a refresh, and new leads appear at the top as they arrive.
- **Pagination.** Rows load 25 at a time with infinite scroll - scroll to the bottom and the next page loads automatically.
- **Sort.** Click a column header to sort by that column.
- **Click to open.** Clicking anywhere on a row opens the **Lead Details** dialog for that lead.
- **Click-to-call.** Click a phone number to dial it using your device’s default phone app.
- **Click-to-email.** Click an email address to compose a message in your default mail client.
- **Map.** Click an address to open a map dialog with the customer’s location.
- **Memo shortcut.** Click a memo preview in the **Last Memo** column to open the lead on its **Memos** tab.

### Bulk actions

Above the table, **Mark all as read** clears the unread indicator on every lead that matches the current filters. Read/unread is tracked per user, so marking as read only affects your view.

ℹ️

Auto-Respond does not currently support bulk status changes, bulk archive, or bulk delete. Status changes are made one lead at a time from the dropdown.

## Filters and search

The toolbar above the table lets you narrow the list. Filters persist in your browser across refreshes.

- **Source type** - multi-select chips for Yelp, Thumbtack, Facebook Messenger, Facebook Lead Ads, Instagram, and Google Local Ads.
- **Location / Source** - multi-select of your connected sources.
- **Customer name search** - type the start of a customer’s name (prefix match). The search waits about a second after you stop typing before running.
- **Contact info** - tri-state filter: show leads with contact info, without contact info, or all.
- **Lead status** - multi-select of the statuses listed on [Lead Statuses](https://auto-respond.com/docs/leads/statuses/).
- **AI status** - filter by whether the AI assistant is currently handling the conversation. Relevant where the AI is configured to send more than one message.
- **Reset all filters** - clears every filter back to default.

Full reference: [Filters and search](https://auto-respond.com/docs/leads/filters-and-search/).

## The Lead Details dialog

Clicking a row opens a full-screen dialog with three areas:

- **Conversation** - the complete message thread in chronological order, plus the composer at the bottom.
- **Memos** - a separate tab for internal team notes that the customer never sees.
- **Customer info** - a pinned sidebar (right side on desktop) with editable contact fields and the structured information the source extracted from the inquiry.

The dialog header also shows the lead’s **Status** dropdown and, where available, an **AI Conversation** toggle to disable the AI for this lead mid-conversation.

### Conversation

Messages are shown as bubbles with the speaker (customer, business, or system), a timestamp, and any attachments. A purple brain icon next to a message means the AI assistant generated it; a gray robot icon means the message came from a predefined template. Scheduled (queued) outbound messages appear inline with a timer icon and a **Cancel** button until they’re sent.

The composer supports sending now, scheduling for later, picking a scheduled-message template, saving the current text as a quick reply, and opening your quick reply library.

Full reference: [Messages](https://auto-respond.com/docs/leads/messages/).

### Memos

Internal notes on the lead. Every teammate with access to the source can read memos, but the customer cannot. The latest memo preview shows up in the **Last Memo** column of the table.

Full reference: [Memos](https://auto-respond.com/docs/leads/memos/).

### Customer info

The sidebar combines editable contact fields (phone, email) with display-only details extracted from the source (service, availability, postal code, customer description, survey answers, project files).

Full reference: [Customer info](https://auto-respond.com/docs/leads/customer-info/).

## Related topics

### [Lead Statuses](https://auto-respond.com/docs/leads/statuses/)

[All seven statuses, what each one means, and when to use them.](https://auto-respond.com/docs/leads/statuses/)

### [Filters and search](https://auto-respond.com/docs/leads/filters-and-search/)

[Every filter control in the toolbar and how to find a specific lead.](https://auto-respond.com/docs/leads/filters-and-search/)

### [Messages](https://auto-respond.com/docs/leads/messages/)

[Reading conversations, sending replies, and the composer toolbar.](https://auto-respond.com/docs/leads/messages/)

### [Memos](https://auto-respond.com/docs/leads/memos/)

[Private notes on a lead that customers never see.](https://auto-respond.com/docs/leads/memos/)

### [Customer info](https://auto-respond.com/docs/leads/customer-info/)

[The editable sidebar and what the source auto-extracts.](https://auto-respond.com/docs/leads/customer-info/)

### [Quick Replies](https://auto-respond.com/docs/leads/quick-replies/)

[Your personal library of reusable message templates.](https://auto-respond.com/docs/leads/quick-replies/)

### [Scheduled Messages](https://auto-respond.com/docs/leads/scheduled-messages/)

[Templates paired with timing rules to queue a future reply.](https://auto-respond.com/docs/leads/scheduled-messages/)

### [CRM Contacts](https://auto-respond.com/docs/crm/contacts/)

[See how customer details and linked Lead conversations come together in a reusable Contact profile.](https://auto-respond.com/docs/crm/contacts/)

***

Questions? Email <support@auto-respond.com>.

Last updated: October 1, 2026