Accessing Your Dashboard and Managing Leads

Accessing Your Dashboard and Managing Leads & Conversations

Your Sortelle AI dashboard is where you'll view incoming leads, review AI responses, and respond manually when needed. This guide walks you through how to log in and manage conversations on both desktop and mobile.

1. Log in to Your Dashboard

Go to login.sortelle.com and enter your login credentials.

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2. Access the Conversations Tab

Once logged in, click the Conversations tab from the left-hand menu. This is your main inbox for new lead messages.

Here you’ll see:

• The lead’s name and number

• Their message history

• Your AI assistant’s replies

• Suggested responses and reply timestamps

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3. Review and Reply to Leads

You can choose to:

• Let the AI continue responding automatically

• Pause the AI if needed

• Manually jump in and reply yourself

How to Pause the AI:
Click the settings icon on the message thread and toggle the AI assistant off. You can resume it later after responding manually.

4. Mobile App Version

In the Sortelle AI mobile app, tap the Conversations icon at the bottom of your screen.

Just like on desktop, you can:

• Review incoming messages

• See what the AI replied

• Reply manually if needed

• Give feedback on the AI’s response

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5. Training from the Conversations Tab

You can give instant feedback by using the thumbs up/down icons on each AI message. This helps improve future responses automatically.

Need more training help? Visit the Sortelle AI Training Center to take the course.

6. Pro Tip: Check Message History

Click into any lead to view the full chat log. This gives you context before responding or making changes.