CRM Assistant Documentation

Getting Started

1. Connect your CRM from the sign-in flow so CRM Assistant can work with your account.
2. Open CRM Assistant in your browser.
3. Choose a tool from the dashboard or module list.
4. Review the results the tool returns.
5. Take action in your CRM based on what you find.

Available Tools

Unanswered Lead Alert

Find leads who contacted you but haven't received a response. This is a manual check you run when you want to see who is still waiting.

When you run a check, CRM Assistant:

• checks recent conversations
• identifies conversations where the latest relevant activity is from the lead
• waits for the configured grace period before treating a conversation as unanswered
• excludes conversations that already received a response
• uses the configured lookback window so older conversations stay out of scope

Unread status alone is not enough. A conversation is only listed when a reply still appears to be missing after the grace period.

Current defaults

• Lookback: 24 hours
• Grace period: 15 minutes
• Maximum results: 100

These settings can be adjusted where the tool supports configuration.

Inactive Lead Finder

Find leads whose latest meaningful activity (an inbound or outbound message) is older than the configured inactivity period, but still inside the lookback window.

• Default inactivity: 30 days
• Default lookback: 90 days
• Maximum results: 100

Unread status is not used. Results are sorted with the quietest leads first. The check reviews a limited number of conversation pages, not every conversation in the account.

Follow-Up Reminder

Create a follow-up task for a contact so you do not forget to reach them. You choose a reminder title, due date and time, optional notes, and assignment where supported.

Creating a reminder does not send an email, SMS, or other message. It only creates a task in your CRM. This requires contact task permission. If that permission is not enabled, reconnect after it is available.

Coming soon

These tools are listed in the product catalog and are not available yet:

• Duplicate Contact Finder — Identify likely duplicate contacts before they clutter your CRM.
• Phone Number Cleaner — Normalize and flag messy phone numbers in your contact list.
• Bulk Tag Manager — Apply or clean tags across contacts with a controlled workflow.
• Lead Source Cleaner — Standardize inconsistent lead sources so reporting stays trustworthy.
• Workflow Tester — Run safe checks against automation workflows before they go live.
• Appointment Reminder Tester — Verify reminder sequences without disrupting real appointments.
• Review Request Tool — Prepare and track review-request outreach from a single place.

FAQ

What is an unanswered lead?

An unanswered lead is someone who contacted you recently and still has not received a response after the grace period.

How does CRM Assistant determine whether a lead is unanswered?

It looks at recent conversations, finds those whose latest relevant activity is from the lead, confirms no later response was sent, and applies the grace period and lookback window.

How far back does it check?

By default it looks back 24 hours. That window can be changed where settings are supported.

Can I change the grace period?

Yes, where settings are supported. The default is 15 minutes so very new messages are not treated as unanswered immediately.

What happens if my CRM connection expires?

You will be asked to reconnect. After you reconnect, you can run the tool again. Support has more detail if reconnecting does not restore access.

Does CRM Assistant send messages automatically?

No. Unanswered Lead Alert and Inactive Lead Finder are manual checks. Follow-Up Reminder creates a task in your CRM and does not send messages automatically.