Your Lead Dashboard
Your TechForce portal gives you a central view of every lead the system is capturing and working. Here's where to find things and what to pay attention to.
Logging In
Log into your portal at AIMarketing.services.TechForceAdvisors.com. Your login credentials were sent at setup. Contact TechForce if you need a password reset.
Conversations Inbox
The Conversations tab is your primary working view. Every inbound lead lands here: chatbot conversations, missed-call text-back replies, and any lead who responds to the nurture sequence.
For each conversation you can see:
- Contact name and phone number
- The channel the lead came in on (SMS, chatbot, email)
- The last message in the thread
- Whether the AI is currently handling the conversation or it's waiting for you
- How long since the last message
Conversations with new activity appear at the top. Unread conversations are bolded.
Pipeline View
The Opportunities tab (or Pipeline) shows leads as cards in a board view, organized by stage. Your pipeline stages for the Lead Capture system are:
| Stage | What It Means |
|---|---|
| New Lead | Captured; no response yet or conversation just started |
| In Conversation | Active exchange; AI or you are engaged |
| Nurture | Lead is in the automated sequence; not yet ready to book |
| Appointment Booked | Appointment confirmed on the calendar |
| Closed / Won | Job completed |
| Closed / Lost | Lead did not convert |
Move leads manually between stages as conversations progress, or configure automations to move them on specific triggers (booking, unsubscribe, etc.).
What You'll See From Each Automation
Chatbot leads: New conversations appear in Conversations tagged with the chatbot source. You'll see the full exchange the AI had with the visitor before you joined.
Missed-call text-backs: The system logs the missed call, sends the text, and creates a conversation thread. The contact shows the caller's number. If they reply, the thread becomes active in your inbox.
Nurture sequence contacts: Contacts in the sequence appear in the pipeline as Nurture stage. You can click into a contact to see which touch they're on and when the next message sends.
Appointment reminders: Confirmed appointments appear in the Calendar tab. Reminder status is visible in the contact's activity timeline.
Key Metrics to Watch
| Metric | What It Means |
|---|---|
| New leads (7 days) | Contacts captured across all three channels this week |
| Open conversations | Leads with unread or pending activity |
| Nurture active | Contacts currently in the automated sequence |
| Appointments booked (30 days) | Conversions from lead to calendar |
| Missed-call captures (7 days) | How many missed calls turned into text conversations |
Check the dashboard at least once per business day. Leads who receive a human response within a few hours convert at a significantly higher rate than leads who wait days for a follow-up.
If a lead has been in the Conversations inbox for more than 24 hours without a response, take a look. The AI handles the initial exchange, but some questions or situations require your personal attention.