Sales funnel

A sales pipeline for your WhatsApp and Instagram leads

Set the stages you actually sell with, move leads on a board with one drag, and let the AI place contacts in a stage when your conditions are met.

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Why most pipelines get ignored

  1. The pipeline lives in a spreadsheet nobody keeps up to date.

    1. The stage lives on the contact, one click from the chat you are already in.

  2. Leads sit in "new" forever because moving them is a chore.

    2. Stages set to Automatic with AI let your agents move contacts in for you.

  3. You can't tell how many leads each seller is moving forward.

    3. Metrics shows the funnel for the whole workspace, or for one team or member.

Stages that match how you sell

Admins define the stages from Funnel stages in the Contacts header: an emoji, a name and a description for each, like New lead, Qualified, Proposal, Customer. Drag to reorder them. One stage is the initial stage, where every new contact from your channels lands first.

  • The description tells your team and the AI when the stage applies
  • Deleting a stage never deletes contacts, and Undo brings it back

Let the AI move contacts

Every stage starts as Manual only. Switch one to Automatic with AI and your agents move contacts into it when the conditions you define are met, using properties like origin, country or days without a reply. When a contact fits several stages, the AI picks the one highest in your list.

Work the pipeline on a board

Switch the contact list to Board and each stage becomes a column. Drag a contact to the next column as it moves forward. Saved views keep the filters and layout you use most, and the mobile app has the same board: press and hold a card, then drag.

See the funnel in numbers

The Dashboard's Contacts by funnel stage chart shows the distribution at a glance. In Metrics, the Funnel card shows how many contacts entered each stage in the period, and on the Team tab you pick a team or member to see the funnel of the contacts they own.

How to get started

Set up your funnel

  1. 01

    Open Funnel stages

    In Contacts, an admin clicks Funnel stages in the header and adds a stage for each step of your sale.

  2. 02

    Describe each stage and set the order

    Write when each stage applies, drag them into order and choose the initial stage for new contacts.

  3. 03

    Choose manual or automatic

    Keep a stage on Manual only, or switch it to Automatic with AI and define the conditions that move contacts into it.

Frequently asked questions

Only into stages you switch to Automatic with AI, and only when the conditions you define are met. Stages on Manual only are moved by your team.

Funnel stages are one set per workspace. The Board view can also group contacts by any other single-select property you create, so you can track a second process as columns too.

Nothing is deleted. Those contacts are left without a stage, and the notice offers Undo if you change your mind.

Yes. On the Team tab in Metrics, pick a team or a member in the filter bar to see the funnel of the contacts they own.

Yes. In the mobile app's Contacts tab, the Board shows one column per stage. Press and hold a card and drag it to another column.

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