Question 1

How are lead follow-ups reviewed?

Accepted Answer

TendrilDesk is still in development, and business customers do not have app accounts. Today, follow-up tools are in a private operator workspace: an operator enters or imports saved lead details, generates an AI draft using only those details, reviews or edits it, and saves it. The draft remains unsent. TendrilDesk does not monitor client shared inboxes or send messages from them.

Question 2

When does a lead get flagged for human attention?

Accepted Answer

The AI assessment flags a lead when it is urgent, safety-related, ambiguous, missing key details, or needs human judgment. The saved lead shows whether human attention is needed; before an assessment, it is marked as not assessed. An owner email alert is attempted only when the flag is newly raised and an owner recipient is configured.

Question 3

What appears in a daily lead report?

Accepted Answer

An operator manually generates a report for one business and a selected UTC calendar day. It uses TendrilDesk lead records created that day and shows the total leads; response-status counts for Needs response, Follow-up needed, and Responded; booking-status counts for Not booked, Booked, and Job completed; and each lead’s contact name, service, inquiry, recorded time in UTC, saved response and booking statuses, and next step. The report shows the statuses saved when it is generated; status-change history is not available. The operator emails reports manually, and automatic daily delivery is not configured. Shared-inbox monitoring is unavailable.