Knowledge BaseMain Features

Lead View

Lead View is the single-record workspace for one lead. Open it when you need the full story before replying, reassigning, changing stage, or archiving.

How to open it

You can open Lead View by clicking a lead name from:

  • Todo
  • Upcoming
  • Pipeline
  • Activity

What you see

Lead View combines several surfaces into one screen.

Header

The header shows:

  • Lead name and company
  • Current status
  • Current pipeline stage
  • A Returning customer badge when this is a reopened or historically won customer in a new cycle
  • An Inbound pending badge when the customer is waiting on you
  • Run AI, Archive, or Unarchive actions

Timeline

The main timeline shows the lead story in order:

  • Customer and rep events
  • Todo completions and workflow changes
  • Stage movement
  • Reopened stage events when a won customer starts a new buying cycle
  • Email threads and message excerpts
  • AI consultations and follow-up decisions

Use Load more to go further back in time.

AI consultations

When someone challenges a stage or asks Slokoto to reason again, the consultation history appears here. This helps managers understand why the system kept or changed a decision.

When a manager changes a stage from Lead View, they first explain the change in a Slokoto consultation. That explanation becomes part of the audit trail.

Sidebar

The sidebar gives you structured lead data:

  • Contact details
  • Company and phone
  • Deal value, probability, and close date
  • Returning-customer context such as Last won, Last purchase, Current cycle, and Reopened
  • Last interaction time and interaction count
  • AI insight such as classification, confidence, why now, and customer ask
  • Assignees and tags
  • Created date and last AI run

What Lead View is for

Use Lead View when you need to:

  • Read the thread before replying
  • Understand why a lead returned to Todo
  • Check what the customer is waiting for
  • Confirm or update deal details
  • Reassign ownership
  • Review the evidence behind the current stage
  • Understand whether an older Shopify purchase belongs to the current cycle or only historical context
  • Archive or restore the lead

Tips

  • Open Lead View before sending a high-stakes reply
  • Check Why now and Customer ask before editing an AI draft
  • Review the timeline first when a stage looks wrong
  • Check the returning-customer fields before assuming an older purchase means the current inquiry is already won
  • Use Lead View together with Pipeline: Pipeline shows the portfolio, Lead View explains one record

Returning customers

Slokoto keeps one canonical lead per customer identity. If a customer already won in the past and later comes back with a new qualified sales inquiry, Slokoto can reopen the same lead into a new active cycle instead of creating a duplicate.

That means Lead View is the place to understand:

  • when the customer last won
  • when the new cycle started
  • whether Shopify shows historical purchase context only
  • why the lead was reopened

For the full behavior, see Returning Customers And Shopify.

Next: Learn about the Trash View