Lead Statuses

Every lead in Waslo has a status that tracks their journey:

| Status | Description | |--------|-------------| | NEW | Just messaged for the first time | | CONTACTED | AI has responded at least once | | QUALIFIED | Identified as a potential customer | | BOOKED | Appointment or meeting scheduled | | COLD | Low engagement or interest | | ARCHIVED | No longer active, hidden from default view |

Statuses are updated automatically as conversations progress, but you can also change them manually from the leads table.

AI Classification

Waslo's AI automatically classifies leads based on conversation analysis:

HOT — High purchase intent, ready to buy or book
WARM — Interested but needs more information
COLD — Low interest or just browsing

Configuring Classification

Go to Settings → Classification
Toggle classification on/off
Customize the classification criteria
Choose a classification preset or write your own

Classification Presets

Sales Pipeline — Based on purchase intent and readiness
Support Priority — Based on issue urgency
Booking Intent — Based on scheduling readiness
General — Balanced multi-purpose classification

Archiving Leads

To keep your leads list clean:

Open the Leads page
Click the actions menu (three dots) on a lead
Select Archive Lead

Archived leads are hidden from the default view. To see them, click Show Archived at the top of the leads page.

Adding Leads Manually

Owners and Admins can add leads manually:

Click the Add Lead button on the Leads page
Enter the phone number (with country code, e.g., 14155551234)
Optionally add a name
Click Add Lead

Deleting Leads

Owners and Admins can permanently delete leads:

Click the actions menu on a lead
Select Delete Lead
Confirm the deletion

This permanently removes the lead and all associated conversations and messages.

Needs Attention Widget

The dashboard includes a Needs Attention widget that shows leads requiring human follow-up, including:

Leads where AI was paused (handoff triggered)
Leads with specific handoff keywords detected
HOT leads that may need personal attention

AI Pause & Resume

You can manually pause or resume AI for any lead:

Pause AI — The AI stops responding; messages are saved but not answered
Resume AI — The AI starts responding again

This is useful when you want to handle a conversation personally.

Lead Management