See what came in
Open the shared queue, choose a channel and read the latest enquiry alongside the lead profile.
CONVERSATIONS WITH CONTEXTDifferent channels.
Different channels.
One conversation hub.
Give your team a shared place to understand enquiries, reply thoughtfully and hand off work with context. Keep the customer record one click away.
Human-first. AI optional.
leadvera.Interactive exampleOR
Olivia RhyeWebsite enquiry · Assigned to Sarah
We are looking for a home with a garden. Can you help?
Of course. I’ll help you find a suitable time and keep the property details together.
Write a thoughtful reply...Manual reply
Illustrative conversation.
01
Filter conversations by channel and customer.
02
Write manually, save the context and hand over clearly.
03
Keep optional AI suggestions separate from your reply controls.
THE EVERYDAY CHALLENGEA good opportunity
A good opportunity
shouldn’t get lost.
Email threads, social messages and call notes live in separate tools. The next agent starts by asking the customer to repeat everything.
A connected way forward.
Bring channel context into a common workspace and pair each conversation with its lead, owner and next step.
See it in the CRMHOW IT COMES TOGETHERA clear process.
A clear process.
A useful next step.
The workflow is visible, understandable and available to your team without AI.
Respond with context
Compose a manual reply, log a call or use an optional draft when AI is enabled. Review anything before external delivery.
Pass the conversation forward
Change the owner, record the handoff reason and keep the thread attached to the same customer.
THE DETAILS THAT MAKE IT WORKGive the team clarity.
Give the team clarity.
Keep the controls close.
Channel filters
Focus on calls, emails, social enquiries or website conversations.
Human handoff
Choose a team member and leave a clear ownership note.
Internal context
Keep private notes distinct from customer-facing replies.
Delivery awareness
Separate drafts, delivery state and provider failures in the connected system.
Human-first is a working principle.
Explore AI optionality Manual entry, qualification, assignment and progression remain available. Optional AI can assist without controlling the core journey.
Can agents reply without AI?
Yes. The manual composer remains available when AI is off, paused or unavailable.
Do replies reach the customer?
Yes, through the channel your workspace has connected: email through your email provider, and SMS or messaging through your messaging provider. Without a connected provider, a reply is recorded in the conversation and marked as not delivered.
Can a website form become a conversation?
Yes. A form enquiry can start the lead and conversation record. Subsequent replies use an authorised contact channel rather than assuming the form itself is a messaging service.
PUT THE PICTURE TOGETHER
Your next chapter starts with a clear view.
Explore the workspace, then shape it around the way your team sells.