Understanding Leads

Understanding Leads

The Leads section (called « Demandes » in the French interface) is the central place where all client inquiries land in Joinways. Whether the request comes via email, Instagram, WhatsApp or a web form, it appears here as a "lead".

The goal: never lose a request and be able to qualify every opportunity from a single interface, with AI assistance.

Where to find Leads

In the workspace sidebar, click Leads (or Demandes if your interface is in French). You'll see:

• The list of requests — on the left, with filters (source, period, status).
• The detail panel — on the right when you select a request.

Exact path: Sidebar → Leads

The problem it solves

Without Joinways, requests arrive scattered across Gmail, Instagram, WhatsApp, contact forms and paper notes. The result: lost requests, slow responses and fragmented information.

With Joinways Leads, once your channels are connected, every new message creates or updates a lead in this single view. You manage everything from one place.

How it works

Here's the journey of a request, from reception to processing:

1. An email or Instagram/WhatsApp message comes in.
2. Joinways automatically creates a lead in the Leads section.
3. AI analyzes the content and extracts key information.

Extracted data appears in the detail panel on the right:

• Contact name and details
• Event type (wedding, seminar, birthday…)
• Desired date or date range
• Number of guests
• Budget (if mentioned)
• Specific requirements (catering, technical, decor…)

💡 Extraction takes a few seconds after message reception. You can manually correct the information if the AI got it wrong.

The three tabs

Leads are organized into three tabs for easy sorting:

• To process — new requests awaiting your action.
• Converted — requests for which an event has been created.
• Rejected — requests you have declined.

Available filters

You can refine the list with several filters:

• Source — email, Instagram, WhatsApp, form…
• Period — reception date of the request.
• Venue — filter by venue.
• Search — name, email, company of the contact.

Create an event from a lead

This is the core flow: turning a qualified lead into an event. Open the lead, click Validate, and the event creation form opens pre-filled with AI-extracted information (contact, date, type, budget).

Channel setup

For leads to arrive, connect your channels:

• Team email, Instagram, WhatsApp — Settings → Integrations → Sources
• Personal Gmail/Outlook — Settings → Email Connections

⚠️ Only messages received after connecting a channel will appear in Leads.

Best practices

Check your inbox daily and respond to new messages within a few hours. Fast response times are key to converting leads into confirmed events. Use the inbox as your primary communication hub for all event-related conversations.

💡 Star important conversations to quickly find them later. This is especially useful during busy event seasons.

Troubleshooting

Emails not appearing in the inbox?

Make sure your email is connected in Settings > Email Connections. Only emails matching event contacts are synced to the inbox. Personal emails are never imported.

Inbox showing old conversations?

The inbox displays all conversations chronologically. Use filters to show only recent or unread messages. Archive old conversations to keep your inbox focused.

FAQ

Are old emails imported?

No, only messages received after the channel is connected are processed.

The AI sometimes makes mistakes, how to correct?

Click on the extracted fields in the detail panel to edit them manually.

Can I search within the inbox?

Yes. Use the search bar at the top of the inbox to find conversations by contact name, email address, or keywords in the message body.

See also

• Process a request
• Connect Gmail
• Connect Instagram
• Connect WhatsApp