Answer
You can manage your entire Lead Engine pipeline without ever touching the Kanban board. Command Chat gives you six powerful tools to check pipeline status, move leads, create tasks, add notes, and more, all from a single keyboard shortcut.
Opening Command Chat
On your pipeline page, press Cmd+K (Mac) or Ctrl+K (Windows) to open Command Chat. From here, you can type natural requests and let the assistant do the work.
Every change will ask for your confirmation before it is applied, so you stay in full control.
What You Can Do
1. Check Your Pipeline Status
Ask for a pipeline overview and get a instant summary of all your stages: how many cards are in each stage, the total pipeline value, and any open tasks. Great for a quick health check at the start of your day.
2. Move and Update Cards
Move leads between stages, update the estimated deal value, or mark a deal as won or lost. No dragging required, just describe what you want to do.
3. Manage Tasks
Create follow-up tasks with a deadline, mark existing tasks as complete, or update task details. Staying on top of your follow-ups has never been faster.
4. Add Notes to Contacts
Add internal notes to any contact, perfect for call summaries, personal observations, or anything your team needs to remember.
5. View the Contact Timeline
Get the full history of any contact in one chronological overview: notes, tasks, sent emails, quotes, and chatbot lead scores, all sorted by date. This gives you the full picture before any conversation.
6. Filter Qualified Leads
Filter your leads by qualification level based on their score:
- Hot: score 80 and above
- Qualified: score 60 to 79
- Warm: score 40 to 59
- Cold: score below 40
This helps you focus your energy on the leads most likely to convert.
Tips
- Use the pipeline status overview at the start of your week to spot bottlenecks quickly.
- Combine the timeline tool with notes to prepare for a follow-up call in seconds.
- Filter for hot leads first thing in the morning to prioritize your outreach.
- All confirmations are shown before changes are saved, so feel free to experiment.