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Adding an Inquiry

Inquiry isn’t saving
  • Confirm a pipeline is selected
  • Make sure required fields are filled (the form typically requires core contact details)
  • Refresh and try again
I can’t find the inquiry after creating it
  • Check Inbox + Inquiries list view (some teams look only in one place)
  • Ensure you’re viewing the correct pipeline
  • Remove filters (assignee/stage/date filters may hide it)
I can’t send a response to an inquiry
  • Confirm you are in the Inbox inquiry thread
  • Check if the contact is Blocked (blocks incoming/outgoing) or in DND (blocks outgoing)

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Managing Inquiries (View, Edit, Filter, Sort, Search, Archive, Delete)

Filters aren’t working
  • You must click Apply Filters
  • Reset filters if results look incorrect
  • Make sure the inquiry actually matches the criteria (stage/source/assignee)
Kanban view doesn’t show expected inquiries
  • Confirm the correct pipeline is selected
  • Some filters apply across views—reset them and retry
Edits are not saving
  • Ensure you click Save Changes
  • Refresh and re-open the inquiry to confirm changes persisted
Accidentally deleted inquiries
  • Deletion is permanent
  • Use Archive instead of Delete if you want history retained
I cannot reactivate an inquiry
  • Check whether the same conversation already has another active inquiry.
  • Close, drop, decline, or finish the other active lead first if it is no longer needed.
  • Confirm you have permission to update inquiry status.
  • Refresh the inquiry and try again after resolving duplicate active lead conflicts.

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Pipeline Dashboards and Follow-Ups

Dashboard numbers look incorrect
  • Confirm the selected pipeline and date range
  • Clear filters and compare against the full view
  • Check whether archived, dropped, declined, or secured leads are included
  • Confirm stages and sources are assigned correctly
  • Confirm source, stage, and status changes happened inside the selected date range when reviewing acquisition trends
Pipeline call follow-ups are failing
  • Confirm a phone channel is connected and usable
  • Check that the selected phone number can make calls
  • Review the AI ability call flow and pipeline schedule
  • Check whether the contact is blocked or in DND
Changes to a pipeline did not update existing inquiries
  • Minor flow improvements can apply to existing inquiries in supported cases
  • Structural changes may keep old in-progress leads on their previous flow to avoid disrupting active conversations
  • Test major pipeline changes with a new sample inquiry before relying on them

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Form Branding & Publishing

Form submissions aren’t showing up
  • Confirm the pipeline is saved and published
  • Verify you’re checking the correct pipeline
  • Check filters (especially archive status and date range)
AI outreach isn’t happening
  • Confirm AI outreach is enabled for the pipeline
  • Ensure an AI Ability is selected
  • Confirm channel (phone/email/SMS) is configured properly
Consent checkbox blocking submissions
  • If enabled, users must check it before submission
  • Disable consent checkbox if it isn’t required for your flow

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Best Practices for Inquiries

  • Use Kanban view to track progress through stages visually
  • Filter by assignee + stage to manage daily work
  • Archive outcomes instead of deleting to preserve history
  • Keep forms short to increase completion rates
  • Use sources to learn what marketing channels actually perform
  • Review pipeline dashboards before changing stages or follow-up strategy
  • Enable AI outreach only when you have a clear follow-up strategy