VervoxAI

Managing Leads and Callbacks

Master your leads dashboard: understand lead scoring, one-tap callbacks, status workflows, filtering, and analytics to never miss a follow-up.

6 steps · 5 min read

1

Understanding lead cards

Each captured call becomes a lead card showing: caller name, phone number, suburb, service needed, issue description, urgency level, and a timestamp. Cards are colour-coded by urgency — red for emergencies, amber for urgent, grey for routine.

2

Lead scoring (Hot / Warm / Cold)

Vervox automatically scores every lead based on urgency, data completeness, and whether the caller is in your service area. Scores appear as badges:

  • Hot — urgent issue, all details captured, in your area. Call back first.
  • Warm — moderate urgency or some details missing.
  • Cold — routine enquiry, general quote request.
3

One-tap callback

Tap the phone icon on any lead card to call the customer directly from your mobile. When you call back a "new" lead, its status automatically changes to "contacted" so your team knows it has been handled.

4

Status workflow

Every lead flows through these statuses:

  • New — just captured, awaiting callback.
  • Contacted — you have called them back.
  • Quoted — quote sent or job discussed.
  • Won — job booked or payment received.
  • Lost — caller went with someone else or cancelled.

Update statuses from the lead detail panel to keep your pipeline clean.

5

Filtering and search

Use the filter bar to narrow leads by status, urgency, date range, or search by name/phone. On mobile, swipe between tabs for quick access to new and contacted leads.

6

Analytics and insights

The Analytics page shows your capture rate, busiest call hours, top services, top suburbs, and actionable insights. Use this data to adjust your marketing spend and staffing.

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