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Nirvai Revenue

Inbox and Leads

How to look after your leads in Nirvai Revenue — the Inbox of WhatsApp, SMS and email conversations, taking over a chat, replying, sending files, and each lead's Timeline, Record and Next actions.

The Inbox is like the chat app on your phone, but shared with your Persona: you see every conversation she has with your leads and you can step in and write yourself whenever you want. Leads is the address book behind it: each person's record, with everything that happened and what comes next.

The Inbox, in two panels​

  • On the left, the list of chats. Each row shows the lead's initials with a mark for their channel, their last line, their stage and the next action, for example «tomorrow 10:00 · WhatsApp».
  • On the right, the conversation. At the top you see the channel, the number or email, and which Persona is talking. On the right of that header are Take over, Call, Hand to seller and Details.
  • On a phone, the list fills the screen; once you open a chat, Back returns to it.

Days are separated with «Today», «Yesterday» or the date, and each message carries its time and the mark of the channel it came through. When the lead wrote on more than one channel, the filters above the chat show All together or one at a time, and you will see «continues by SMS» where the conversation changed channel.

Take over a chat and reply​

  1. Press Take over in the header. You will see «You took the conversation»: the Persona pauses in that chat only and everything else stays the same.
  2. Write and press Send. The line above the box says which channel it leaves on; on WhatsApp it also says how much of the window is left, for example «window open · 6 h left».
  3. If the lead has several chats, Reply via picks one; by default, the one they last wrote on.
  4. When you are done, press Give back to Valentina (your Persona's name) and she picks the conversation up again.

Outside WhatsApp's 24-hour window you can only send an approved template: the box tells you with «window closed · templates only». More in Channels.

Send a file​

Press the paperclip next to the box and choose Upload from your computer or Lead files. The file becomes a chip and whatever you write goes as its text. You can also drag it onto the conversation. In the chat it shows as a card with its name, its size and Open.

The lead record​

Press Details in the Inbox, or a lead in any list, and their record opens on the right without leaving where you were.

  • ▲ ▼ and «3 of 12» move to the previous or next lead of the same list.
  • Open as page shows it full screen, with its own address to share.
  • Under the name: phone, email, their stage and the Persona looking after them, plus Write, Pause Valentina and Hand to seller.

Next actions​

At the very top, up to three things coming up for that lead: a message, a reminder or a meeting, with day, time and channel. The first one is shown large; See N more shows the rest. When nothing is planned, nothing is shown.

Timeline​

The record always opens on Timeline: everything that happened with the lead, newest first. Conversations carry the mark of their channel, and several messages in a row on the same channel fold into one row, such as «Conversation on WhatsApp · 5 messages». Planned items sit at the top, above the Now line. The question-mark icon on each row explains why it happened.

Record​

The Record tab shows the lead's data as a table of properties: Consent first, then phone, email, preferred channel, interests and the data your funnel asks for.

  • Click a value to edit it. Enter saves and Esc cancels.
  • Fields with a lock are kept up to date by the platform and cannot be edited by hand.
  • The other tabs: Files, with everything sent or received, and Changes, with who edited what.
Ask the Assistant

«What happened with this lead?» or «Which leads from this week didn't reply?» work too. With the record open, the Assistant knows which lead you mean.

What's next​