Managing Lead & Client Statuses in Your Pipeline
Published on: 28/07/2025
Learn what each pipeline stage means in Sortelle AI and how to manually move leads through statuses like New Lead, Passed Screening, Booked, and more.
AI Training
Managing Contacts and Updating Client Status
Published on: 28/07/2025
Learn how to manage contacts in Sortelle AI, update client stages in your pipeline, and stay organized as leads move from new inquiry to booked client.**
AI Training
Pausing or Resuming Your Sortelle Ai Assistant
Published on: 28/07/2025
Learn how to pause or resume your Sortelle AI assistant across all conversations or specific threads. This guide shows how to toggle AI settings on desktop and mobile for full control.
AI Training
Accessing Your Dashboard and Managing Leads
Published on: 28/07/2025
Learn how to log into your Sortelle AI dashboard, review lead conversations, pause the AI, and reply manually all from desktop or mobile.
AI Training