Documentation

Attention Items

AI asks for help. You provide it. Simple.

When AI Needs You

AI handles 95% of conversations. The other 5%? It asks for help.


How It Works

┌──────────────┐
│  Lead Asks   │
│  Tricky Q    │
└──────┬───────┘


┌──────────────┐
│  AI Isn't    │  ← Confidence too low
│  100% Sure   │
└──────┬───────┘


┌──────────────┐
│  Flags You   │  ← Shows up as "Needs Attention"
│  For Review  │
└──────┬───────┘
       │ You review

┌──────────────┐
│  Approve,    │  ← AI's draft, your edit, or takeover
│  Edit, Send  │
└──────────────┘

AI doesn't guess. It asks.


Where to Find Them

LocationWhat You'll See
Dashboard"Needs Attention" count at top
Leads listYellow indicator on the lead
ConversationBanner at the top

Common Reasons

  • Question AI couldn't answer — Missing from your context
  • Lead asked for a human — "Can I speak to someone?"
  • Low confidence — AI wasn't sure enough
  • Meeting failed — Booking link issue

Your Options

  1. Approve — AI drafted something good. Send it.
  2. Edit — Tweak AI's draft and send.
  3. Take Over — Write your own response.

Once you respond, the lead is cleared from attention.


FAQs

"Does AI keep messaging while I'm reviewing?" No. AI pauses until you resolve it.

"Can I ignore it?" Yes, but AI stays paused for that lead.

"How do I get fewer attention items?" Add more context to your agent. Include common questions and objections.

"What if I'm slow to respond?" Lead doesn't know AI paused. They just see a delay.

"Can I see why AI flagged it?" Yes. The attention banner explains the reason.

"Will the same question flag again?" If you add the answer to your agent's context, no.

"Can I bulk-resolve attention items?" Yes. Select multiple and approve AI drafts in bulk.