Lead History

EVERY LEAD.
EVERY SCRIPT.
ALWAYS THERE.

Customer went quiet for three hours then responded. Search their name. Pull up everything — every script, every coaching exchange — and pick up exactly where you left off.

BOOK 15-MIN DEMO See Live Coaching →
The Problem It Solves

THE DEAL YOU ALMOST LOST

Rep generates scripts at 10am, works three other leads, customer texts back at 2pm. Without Lead History, they start over — wrong context, wrong tone, wrong script.

🔍
SEARCH BY NAME
Type the customer's name in the search bar. The full session — every script and every coaching exchange — is there in under a second.
📋
FULL SESSION REPLAY
See exactly what was generated, what channel was used, and what the customer said — all in order. No context lost between sessions.
⚡
RESUME LIVE COACHING
One click from the history drawer launches Live Coaching with the customer's name, lead type, and last message pre-loaded. You don't re-enter anything.
How It Works

BUILT INTO THE WORKFLOW

01
WORK THE LEAD
Rep generates scripts or starts Live Coaching. Everything is automatically saved to Lead History — no extra steps, no button to press.
02
CUSTOMER RESPONDS LATER
Hours later, the customer texts back. Rep opens the history panel, types the customer's name, finds the session in under a second.
03
RESUME AND CLOSE
Click Resume Live Coaching. The modal opens with full context pre-loaded — name, lead type, channel, last message. Rep types what the customer just said and the coaching continues.
04
HISTORY PERSISTS
Sessions save locally for instant load and sync to the cloud. Log in on a different device — your history is there. Last 60 sessions always available.
↻ HISTORY
Alexa M.
💬 FB Lead: Upside Down · 2h ago
Scripts + Coached
Marcus T.
📞 Showroom Up · Yesterday 4:15pm
Scripts + Coached
Sarah K.
💬 Internet Lead · Yesterday 1:30pm
Scripts
James R.
📧 Dead Lead · Apr 5 · 10:22am
Scripts
Diana W.
📞 Service Drive · Apr 5 · 9:45am
Scripts + Coached
Works With

PART OF THE FULL SYSTEM

📋
SCRIPTS
Every script generated — Safe, Best, Aggressive across all five channels — is saved to that customer's history automatically.
See Scripts →
⚡
LIVE COACHING
Every coaching exchange is saved. Resume from history and the AI picks up with full context — no re-briefing, no starting over.
See Live Coaching →
⚡
AI BDC
BDC agents working 30+ leads a day use Lead History to stay sharp on every customer without rebuilding context from scratch each time.
See AI BDC →
Book Your Demo

STOP LOSING CONTEXT

See Lead History, Live Coaching, and the full script system working together in a 15-minute live demo. We'll use a real lead from your store.

BOOK 15-MIN DEMO