Understanding Leads

Learn how the Joinways Leads section centralizes email, Instagram and WhatsApp, uses scoring and AI summary to prioritize, and creates an event in one click.

Joinways Inbox (Leads) – How it Works

What the Inbox is

The Inbox (also called Leads) is the central place where all client inquiries land in Joinways. Regardless of the source — email (Gmail/Outlook), Instagram DMs, WhatsApp, or website/contact forms — every new request is turned into a lead in this single view.

This prevents lost or forgotten requests and lets you reply and qualify everything from one interface, with AI automatically extracting key event information.

Where to find the Inbox

In the workspace sidebar, click Leads or Inbox (label depends on your interface).
You’ll see:
A list of all requests on the left, with filters (source, period, status).
A detail panel on the right when you select a request.

Exact path: main workspace menu → Leads (Inbox).

The problem it solves

Without Joinways, requests arrive scattered across:

Email (Gmail, Outlook)
Instagram DMs
WhatsApp
Contact forms
Phone or in-person notes

This leads to:

Lost or missed requests
Slow responses
Fragmented information

With Joinways Inbox:

Once channels are connected, every new message creates or updates a lead in the Inbox.
You manage all inquiries in one place and can quickly turn them into events.

Channel setup (high level):

Team email, Instagram, WhatsApp: Settings → Integrations → Sources
Personal Gmail/Outlook: My account → Settings → Emails

Only messages received after these sources are connected will appear in the Inbox.

How it works (from message to lead)

Message received

An email or Instagram/WhatsApp message comes in.

Lead appears in Inbox

The message is automatically displayed as a lead in the Inbox list.

AI extraction runs

Joinways AI analyzes the content of the message.

Key information is extracted (examples):

Contact name and contact details
Event type (wedding, seminar, birthday, etc.)
Desired date or date range
Number of guests/participants
Budget (if mentioned)
Specific requirements (dietary, technical, etc.)

You process the request

Open the lead detail panel
Check and, if needed, correct the extracted fields
Click Create an event to turn the lead into an event folder

When you create the event, all extracted data is copied into the new event so you don’t have to retype it.

AI extraction details

Joinways AI is trained specifically on event-related requests. For each incoming message, it attempts to extract:

Contact information: name, email, phone (when available)
Event type: wedding, birthday, seminar, corporate event, etc.
Date / period: requested date or range
Number of participants: guests, attendees, group size
Budget: any budget indication in the message
Special details: dietary restrictions, technical needs, venue constraints, etc.

All these fields are visible and editable in the lead detail panel before you create or link an event.

Scoring and AI summary

Each extraction comes with a confidence score and may include an AI summary:

Confidence score
Indicates how sure the AI is about the extracted information.
Clear, well-structured messages → higher scores.
Helps you prioritize:
High score: likely accurate, quick validation.
Lower score: worth a manual check.
AI summary (depending on your plan)
Short text summary of the request.
Lets you qualify a lead quickly without reading the full email or thread.

You’ll see the score and summary in the lead detail panel, next to the extracted fields.

Notifications: You receive real-time notifications when a new request arrives, helping you keep response times short.

Actions you can take on a lead

From the Inbox, for each lead you can:

Create an event (main action)

Opens an event creation form pre-filled with the lead’s extracted data.
Once created, the conversation can be followed from the event (e.g. Emails tab).

Link to an existing event

Use this when the message is part of an ongoing conversation (e.g. reply to a quote or existing event).
The email or message is then attached to the chosen event and appears in that event’s Emails tab.

Reject (trash)

For spam, newsletters, or off-target requests.
Rejected leads can be restored later if needed.

Mark as read / unread

Simple way to organize follow-up and keep track of what still needs attention.

Finding a past request

Use the tools at the top of the Inbox:

Search bar
Search by name or email.
Filters
Filter by source (e.g. Gmail, Instagram, WhatsApp).
Filter by period (date ranges).
Filter by status (e.g. unread, rejected, etc.).

This makes it easy to retrieve any past inquiry.

FAQ

Do requests received before connecting channels appear?

No. Only messages received after you connect your sources (email, Instagram, WhatsApp) are imported into the Inbox.

Can I reply to the client from Joinways?

Yes, as long as you’ve connected an email source (team email or personal Gmail/Outlook). Replies are sent from Joinways and, once the lead is linked to an event, the full thread is visible in that event’s Emails tab.

Are scoring and summary available on all plans?

Confidence score + field extraction: available on all plans.
Text summary (scoring & summary): availability may depend on your plan. Check the Pricing page for details.