Home Working with leads

Working with leads

Feed, replies, pipeline and analytics
Alex Mishyn
By Alex Mishyn
• 5 articles

Feed: views and filters

The Feed is your main working screen. Everything your campaigns find lands here, from all channels at once. One row is one signal: a message, post or vacancy that matched a campaign. The screen works like a messenger: the list on the left, the open card on the right. On a narrow screen or a phone the card opens over the list. Views The view switcher is the first control above the list: - AI-selected - opens by default. Signals the AI recognised as leads or handed to you to decide. This is where the main work happens. - All - everything the campaigns collected, including what the AI rejected (those rows are paler). Only what you archived yourself is left out. - Rejected by AI - posts the AI checked and rejected, and those dropped before the AI. Details - see «Rejected by AI and the archive». - Archived - what you rejected or archived as handled. - Conversations - everyone you talked to: you replied or they wrote to you, even if the card is already archived. Next to it is the Unread button (only what waits for your action), and on the right the sort order: Newest first or Relevant first (highest AI score on top). Filters - Campaigns - one or several campaigns. - Keywords - appears once you pick a campaign with keywords of its own, and shows signals for specific words. - Channels - one or several channels; each shows how many signals it has. - Search by keyword - searches by the word that found the post, not by the whole text. Clicking it opens a list of your campaigns' words. Filters combine with the view. If nothing matches, the screen offers Reset filters. The read dot A blue dot by a row means the card waits for your action and you have not opened it yet: a new signal with no decision, a new message from the person, or a reply that failed to send. Once the card has been open on your screen for a couple of seconds, the dot turns gray. A gray dot stays until the card has a decision. Clicking the dot toggles it: Mark as read or Mark as unread. The open card - At the top - who wrote it (click the name to open their profile), the Open post button and two icons: Archive and Block. - Below - where and when it was written, the campaign and a status mark: AI-approved (the AI decided), Lead (you decided), Delivery failed (the reply did not go out). Rejected cards show Rejected by AI or the reason they were dropped before the AI: Stop word, Wrong language, No keyword match, Post too short. - When the AI is unsure, a warning sits above the text, for example Make a decision: AI is unsure or Attention: active history with this contact. - The signal text - the first five lines, then Show more. - Decision buttons right under the text: Mark as lead and Reject lead. If a decision is already recorded, the opposite one is offered - you can always change your mind. - AI assessment - a folded block: the score, why the AI decided so, and the Keyword: that found the post. - Further down is the conversation with the person, and at the bottom the reply box and Remind me (a dated task in the Tasks section). How to reply - see «Replying to a lead». Keys: J and K - next and previous card, L - lead, X - not a lead. «Archive» for a handled lead When you are done with a lead - replied yourself, left a comment, had a call - press the Archive icon. The card moves to Archived marked Handled · archived, but it stays a lead: nothing is sent and the AI learns nothing from it. If the person writes again, the card comes back to the feed on its own. To bring it back yourself, press Back to the feed. Pages, selection and export The feed is split into pages: page numbers at the bottom and the page size - 10, 20 or 50 / page. New signals do not shift the page you are on: a pill such as «3 new» appears above the first page, and clicking it shows them. Every row has a checkbox. As soon as something is selected, an action row appears above the list: - the square selects the whole page, the arrow next to it offers This page only or All (every signal matching the current filters); - Mark as leads and Mark as not leads work the same as the buttons on each card. For All, marking as leads is not allowed: a lead means a reply goes out. Mark as not leads for All asks for confirmation first; - Export to CSV - all filtered, with conversations or Export to CSV - selected, with conversations. The file has one row per signal: date, campaign, channel, author and profile link, post link and text, AI score, whether there was a reply, and the whole conversation; for vacancies also the company, location and description. Where the cards come from The feed is shared by all campaigns and all eight channels: Telegram, LinkedIn, Reddit, Threads, X, Bluesky, Hacker News and Jobs. Besides the feed, a campaign can send leads to the Telegram bot, Slack or a webhook - if you added that delivery to the campaign (see «Multiple lead delivery channels and their order»). Claude can handle new leads too - see «Telegrin → Claude: your Claude routine handles new leads».

Last updated on Oct 15, 2026

Replying to a lead

You write the reply in the open card of the feed, in the box at the bottom. There is one box: it grows with the text, and you can edit it on any channel. Where the text comes from - Automatic sending. If the campaign's responder sends replies itself, the AI writes and sends them without you. The card then shows a line with the agent's name and done automatically (or queued for sending while the send is still waiting). On Telegram and Threads the reply box stays, so you can carry on the conversation from here. - Sending after your approval. No draft appears on its own. Under the empty box it says No reply draft. Generate one or write manually, with a Generate a reply: 1 credit button. - The «Mark as lead» button. If the campaign's responder writes replies with AI, pressing Mark as lead writes the draft right away - the same generation, 1 credit. Nothing is sent: you send it. In a campaign with automatic sending this press hands the card to the agent, and it sends the reply itself. - Fixed text. If the responder settings have How it replies → Fixed text, the box already holds your ready text, and it is free (see «Agents in a campaign»). You can always type a reply in your own words too - also free. Where the reply goes | Channel | What you see | | --- | --- | | Telegram | Above the box pick To chat or To DM, below it one button - Send to chat or Send as DM | | Threads | Send to thread - a public reply under the post from your account | | X, Bluesky, Jobs | Copy reply - you post it yourself | | LinkedIn, Reddit, Hacker News | Copy comment - you post it yourself | On Telegram, chat or DM is chosen before generating: the AI writes differently for each. Switch with a draft ready and Generate a reply: 1 credit appears again - the text is rewritten only when you press it. Post copied text via Open post at the top of the card. As the text nears the channel's limit (for example, 500 characters on Threads or 280 on X), a counter appears under the box, and once over the limit the send button cannot be pressed. ⚠️ Important: on Threads you can reply only from your own account. If it is not connected, the card shows Threads account disconnected. Connect it to reply and a Connect Threads account button; if the connection has expired - Reconnect Threads. Until then you can copy the text and post it by hand. Quick edits Once the box holds text from the AI, an edit row appears above it: - Quick edits - a menu of ready options: Shorter, Friendlier, Add a question, No pitch; - the Specify edits to regenerate the reply field - write what you want in your own words («mention that we work in Kyiv») and press Enter; - Restore previous version - one step back, as many times as you like. ⚠️ Important: every edit is a new generation, 1 credit (this is stated at the bottom of the quick edits menu). To change a couple of words, it is easier to edit the text by hand right in the box. When you type the reply yourself, quick edits are not shown. When the AI advises against replying Sometimes the AI declines to write a reply - for example, when the person is not looking for anything. Then The AI advises against replying to this post appears above the box, and the reason is in the AI assessment block of the card. No credit is charged for the refusal. If this is your lead after all, press Write anyway - the AI will draft a reply that is honest about what you offer (1 credit). What it costs | Action | Price | | --- | --- | | Write and send your own text | free | | A reply in Fixed text mode | free | | Generate a reply, a quick edit, an edit in your own words, Write anyway | 1 credit | | Mark as lead when the responder writes with AI and there is no draft yet | 1 credit | | A reply the AI wrote and sent itself | 1 credit | | The AI declining to write a reply | free | | Reject lead, bringing a card back, Archive | free | If the reply did not go out The text returns to the box - nothing is lost. Message not sent appears above the box with the reason, and if an agent was sending the reply, the card is marked Delivery failed. Common reasons: - direct messages are closed by the person's privacy settings - reply in the chat the signal came from; - the person has no @username and their message in the chat is no longer available to your account - a DM is impossible, only the chat (Open post); - the lead has blocked your account; - Telegram limited sending: a temporary limit passes on its own, and if your account is barred from messaging strangers, @SpamBot shows why (repeated attempts may extend the ban); - your Telegram account got disconnected - press Reconnect; - Threads rejected the reply - answer directly under the post via the link in the card. The conversation after the reply Your reply and the rest of the conversation are visible in the card. When the person answers, the card becomes unread again, even if it was archived. Reply from the same box - the decision on the card does not change. All cards with a conversation are collected in the Conversations view. How to make replies better 1. The AI-Brain. Generic replies almost always come from an empty or short product and advantages description. The AI does not invent facts about your business: what is not in the AI-Brain will not be in the reply (see «Company AI-Brain»). 2. The responder prompt is an instruction, not a template: the agent writes its own short text every time and can miss a specific phrase. 3. To make sure a phrase gets in, write it as a command: «always add the link example.com at the end, word for word». A phrase like «we have a website example.com» is taken as background. 4. Give an example of the reply you want right in the prompt, in quotes. ℹ️ Note: the reply language is not set in the prompt. The agent replies in the language of the lead's message - this is a system rule.

Last updated on Oct 15, 2026

Rejected by AI and the archive

Not everything Telegrin finds stays in your queue. Some of it the AI rejects, some you put away yourself. Both stay available - nothing disappears. Rejected by AI The Rejected by AI view in the feed shows two kinds of cards: - Rejected by AI - the AI read the post and decided it is not a lead: not your subject, an advert, a peer's post, spam. The check cost a credit, so the card is not hidden. In the open card, unfold AI assessment: it shows the score marked Not a lead and an explanation of why the AI decided so. - Dropped before the AI - the mark names the reason: Stop word, Wrong language, No keyword match or Post too short. The AI did not judge these posts. Bringing a card back If the AI got it wrong, open the card and press Mark as lead - the button is in the open card whichever view you opened it from. The card returns to your leads and waits for your decision; nothing is sent. If the campaign's responder writes replies with AI, a reply draft appears right away - that is 1 credit. Replying without bringing it back You can reply from a rejected card too: press Generate a reply: 1 credit or write your own text, then copy it and post it yourself - Open post takes you to the original. Sending from Telegrin is not possible even on Telegram and Threads: a card the AI rejected has no lead to write to. To send from here, press Mark as lead first. The best tuning tool In the first days of a campaign, look into Rejected by AI regularly: - You see the leads you need - the AI is too strict. Bring them back with Mark as lead and clarify who you are looking for (see «How the AI decides whether a post is a lead» and «Too many or too few leads»). - You see pure noise - everything works as it should. - You see the same kind of noise - add a typical word to the stop words: such posts will then be dropped before the AI. Why not a lead? When you press Reject lead, the question Why not a lead? appears under the buttons (on a narrow screen or a phone - in the list, in the card's place). Answering takes one tap: - Colleague / competitor; - «wrong side» - depending on who the campaign looks for: Offering, not looking, Looking, not offering, Not a vacancy or Not a candidate. If the campaign looks for both sides, this button is not shown; - Not my market, Off topic, Spam / bot; - Other… - a short note of up to 200 characters, then Send the reason. Answering is optional: the card is already gone, and there is Skip. The bulk Mark as not leads does not ask for a reason. What three identical reasons do. If within 30 days you pick the same reason three times in one campaign - Colleague / competitor, «wrong side» or Off topic - such posts stop reaching that campaign's feed: from then on the AI drops them. The rule is recalculated every day over the last 30 days. Not my market, Spam / bot and Other… are counted but do not create rules. If you bring a card back with Mark as lead, its reason is forgotten. For vacancies (the Jobs channel) the «wrong side» button is replaced by Corporation / public sector, An IT vendor like us and Staff hire, not contract. Three identical Corporation / public sector or Staff hire, not contract answers, and the campaign screen offers From your marks in the feed to narrow the vacancy filter: Apply or No need. The filter works before a vacancy is bought, so such vacancies leave both the feed and the bill. The archive The Archived view holds: - cards you rejected with Reject lead or in bulk with Mark as not leads. They are marked Archived and have a Mark as lead button to bring them back; - handled leads put away with the Archive icon. They are marked Handled · archived and have a Back to the feed button. They stay leads. After Reject lead, Undo appears at the bottom for 7 seconds, so you can change your mind right away. You can also reply from an archived card: the reply box works as usual. ⚠️ Important: archiving does not recall a reply that was already sent. If the message went out, it is delivered - the card says so: Message sent, archiving will not cancel delivery. When the person writes after archiving If the person writes after the card went to the archive, it returns to the working feed on its own, marked New message from contact, and you can reply right away. A live conversation matters more than an earlier decision. All cards with a conversation are also collected in the Conversations view. Archive or block Blocking is the Block icon at the top of the open card. | | Archive | Block | | --- | --- | --- | | What it does | Removes one card from the working list | Stops all future signals from the person | | Where it applies | One card | Every campaign in the workspace | | New signals from the person | Keep arriving | Are not created | | How to undo | Mark as lead or Back to the feed | Settings → Blocklist | 💡 Tip: archive what does not fit right now. Block only spammers and people who asked you to stop writing: a block applies to every campaign at once.

Last updated on Oct 15, 2026

Pipeline: lead stages

The Pipeline shows all your leads by stage - from a new contact to a qualified one. If the Feed is «sort the incoming», the Pipeline is «what am I working on right now». Where leads come from You do not add leads by hand. A lead appears in the pipeline on its own when its signal reaches the feed as a lead. Posts the AI rejected do not get here until you bring them back with Mark as lead. One person is one card, however many times they write. Four stages | Stage | Who is here | | --- | --- | | New | The lead just appeared; nothing has been sent to them yet | | In progress | A message went out to the lead - from you or from an agent | | Qualified | The lead answered; the conversation confirms interest | | Rejected | You rejected their signal, and the person has no other signals in work | Stages move on their own The AI moves leads automatically: - the first message sent (yours or an agent's) moves the lead to In progress; - on Telegram, when a lead in In progress writes you a second message, they move to Qualified; - Reject lead in the feed moves them to Rejected if they have no other signals in work, and bringing the card back with Mark as lead returns them to New. You change a stage by hand in two ways: - open the lead card and pick the stage in the Stage switcher; - or press Select above the board, tick several leads and press Change stage. ℹ️ Note: cards are not dragged between columns - the stage is changed in the lead card or through Select. Two views The switcher at the top: Kanban (columns by stage) or Table. The table shows the lead, channel, stage and update date; click the Updated header to change the order. In the table you tick leads with checkboxes, and Select all filtered leads selects them all at once. Filters - Channel - one channel or All channels; - Period - 7 days, 30 days or All time (by the lead's last update); - the Name or keyword search. The lead card Clicking a lead opens a panel: - Conversation - the lead's latest signal and the latest message of the conversation. The whole conversation is in the card in the Feed, Conversations view; - Stage - change the stage by hand; - Write - send a message right from here, without going back to the feed. The button is there only for leads from Telegram and Threads. Under the box it says where the text will go: on Telegram - to the lead's direct messages, on Threads - to where the lead was found. After sending, the lead moves to In progress. CSV export - Export to CSV at the top of the screen builds a file with all your leads, regardless of filters: one row per lead with the name, profile link, stage, tags, notes and up to 20 of their latest messages, each linked to the original. The file opens in Excel and Google Sheets. - To export only some leads, select them and press Download CSV. - One file holds up to 20,000 leads. Limits - The board shows the 500 most recently updated leads, and filters and search work within them. The full list is in the CSV export. - The pipeline does not refresh on its own: reload the page to see fresh data. How the pipeline relates to the feed You sort the incoming in the Feed and follow how conversations go in the Pipeline. How to reply to leads - see «Replying to a lead». 💡 Tip: the Qualified column is the most honest measure of how the system works for you. If it is empty while In progress is full, the problem is usually not the number of leads but the texts: people receive the messages and do not answer. Review the AI-Brain (see «Company AI-Brain») and the responder prompt.

Last updated on Oct 15, 2026

Home: metrics and analytics

Home answers one question: what your campaigns brought in during the chosen period and what it cost. Until the first steps are done, a Getting started list sits at the top - you can close it. Filters - The channel switcher: All or one channel (Telegram, LinkedIn, Reddit, Threads, X, Bluesky, Hacker News, Jobs). - The period picker: Today, Yesterday, This week, This month, Last 7 days (default), Last 30 days or Custom period - your own dates, up to one year. The numbers cover all campaigns at once: Home has no campaign filter. Four tiles | Tile | What it shows | | --- | --- | | New signals | How many signals arrived in the period, not counting those the AI rejected | | Leads | How many new leads (people) appeared in the period | | Credits used | How many credits were spent in the period; the caption «Out of N available» is your current balance | | Rejected by AI | How many messages the AI checked and rejected as irrelevant | ℹ️ Note: if a number fails to load, it shows No data instead - that is not zero. Reload the page. Signals, 7 days A chart of signals by day. It always covers the last 7 days, whatever period you picked, and it follows the channel switcher. Monitoring funnel The path of a message through the stages - across all channels or for the chosen one: Messages → Keyword matches → AI Processed → Rejected by AI → Cards. Under the matches you may see «N of them in another language» - those posts were dropped by language before the AI. If some chats are heard through accounts other than yours, the Messages stage is not shown: there only matches are counted. This is the most useful block for tuning: - a big gap between «Messages» and «Keyword matches» - the keywords are too narrow or the chats are wrong; - lots of «AI Processed» but few «Cards» - the AI checks a lot of noise. Add stop words or narrow the keywords to pay less for checking irrelevant posts; - almost zero «Rejected by AI» while the feed is full of junk - clarify in the campaign who you are looking for, and give a reason in Why not a lead? (see «Rejected by AI and the archive»). Top Telegram chats Up to five chats that brought the most signals in the period: Matches, Leads and Conversion (the share of leads among matches). 💡 Tip: a chat that brings no signals for a long time is worth removing from the campaign - it adds noise, not results. And the other way round: if one chat brings most of your leads, look for similar communities. Top keywords The same for channels where the search runs by keywords (LinkedIn, Reddit, Threads, X, Bluesky, Hacker News): up to six words with the most finds, the channels where each word worked, Matches and Leads. The block needs a period of at least 3 days - for a shorter one it shows Not enough data. If no keyword found anything in the period, the block is not shown. Ineffective keywords At the bottom of the page are the words that bring no results. This block covers all time and does not depend on the filters. There are two kinds: - 0 signals - the word has never found anything; next to it you see how many posts were checked and for how many days the campaign has searched for it; - All signals for this keyword rejected - it did find posts, but you rejected every one (at least 20) and kept none. A word gets here only after 7 days of searching with the same set of words, and only in a campaign where other words have already found something. The block is built for channels where the search runs by keywords. The Remove button (for the Admin and Editor roles) removes the word from the campaign, and the campaign keeps running. The only word of a campaign cannot be removed. ⚠️ Important: on LinkedIn every word that found nothing in a check costs 1 credit, so dead words there cost money. Review this block at least once a week. Reading the whole picture 1. Few signals - look at the funnel: is the problem the keywords (few matches) or the AI (rejects a lot)? 2. Many signals, few leads - clarify who the campaign is looking for (see «Too many or too few leads»). 3. Many leads, few replies - the bottleneck is not the search but working through the feed: signals pile up unhandled. 4. Credits go fast - check Credits used for each channel and the ineffective keywords block. A detailed breakdown is in Settings → Billing → Credit spend analytics.

Last updated on Oct 15, 2026