Create, rename, or delete contact groups. Deleting a group never deletes its contacts.
Nurture Templates
Templates fire automatically when a lead moves to a stage. Use [name], [practice], [date] as merge tags.
Marketing Emails
One-off or bulk emails sent immediately — not tied to a pipeline stage.
Drafts
Sent History
Active Chats
Select a chat on the left to view the conversation.
Visitor
SMS Conversations
Select a conversation on the left to view the thread.
Contact
Google Reviews
Monitor and reply to your Google Business Profile reviews
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Archive
Deleted and auto-archived spam leads — nothing here is gone for good
Duplicate Call Cleanup
One-time (re-runnable) check for lead cards created before the repeat-call fix — same caller, multiple cards, while the earlier one was never actually handled.
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Draft
Turn off if you're building your own title/subtitle around the embed (e.g. in Webflow) and don't want it duplicated.
Fields
Notifications
Each address gets emailed the submission details, in addition to it appearing in the Leads tab as usual.
Colors
Opacity
100%
100%
Corner Radius
Font
Input Border Style
Button Style
Drop Shadow
Embed Code
Paste this snippet anywhere in the page HTML where the form should appear.
Live Preview
Draft
Questions
Each question can branch to a different next question based on the answer. The survey must end with a "Contact Info" question — that's the step that actually captures name/phone/email and creates the lead.
Display
Branding
Shown above the question — separate from the survey's saved name above. Leave the title blank to show no title at all.
Shown at the bottom of the image panel.
Colors
Opacity
100%
100%
Corner Radius
Font
Input Border Style
Button Style
Drop Shadow
Notifications
Each address gets emailed the submission details, in addition to it appearing in the Leads tab as usual.
Embed Code
Paste this snippet anywhere in the page HTML where the survey should appear.
Live Preview — first question
Template Info
Merge tags: [name][practice][date][phone]
Recipients
Copies that template's content in — a one-time copy, not linked to the original.
Merge tags: [name][practice][date][phone]
This is an agency template. Saving will create your own editable copy under a new name — the original is never changed.
Content Blocks
Starter Sections
Pre-built layouts — insert one, then just swap the text and images.
Live Preview — real branding + sample data
Chat WidgetDraft Only
Messages
Intake Fields
Colors
Corner Radius
Font
AI Agent
Tell the AI about this practice's specific services, hours, insurance policies, and tone. It always answers first — staff can take over any conversation from the Chats tab regardless of what's written here.
Live Preview
Add Lead
Manually log a new lead for this practice.
Lead Detail
Add Contact
Add a patient to your contact database.
New Template
Templates send automatically when a lead reaches a stage.
This is an agency template. Saving will create your own editable copy under a new name — the original is never changed.
Merge tags: [name][practice][date][phone]
Template Preview
Exactly how this reaches the recipient, with sample data filled into merge tags — nothing is actually sent.
Manage Pipeline Stages
Drag to reorder. Click color to change. Stages with SMS/Email enabled fire automations automatically.