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Here's what's happening with your leads today.
AI Phone #-
Usage0 / 0
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Total Prospects
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Calls Made
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Appointments Booked
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Conversion Rate
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PRIO Leads
0
Priority leads to focus on
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Prospects
0
Total leads in your database
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AI Pipeline
0
Leads being called by AI
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Today's Priorities
0
Meetings & callbacks today
📅 Today's Priorities
No meetings or callbacks scheduled for today
⚡ PRIO Leads
Your priority leads ranked by engagement. Focus here first.
0Priority Leads
Name
Phone
Last Called
Booked Time
Summary
Notes
Share
Action
No priority leads yet
Prospects
Your prospects will appear here.
AI Pipeline
Your AI calling pipeline will appear here.
Analytics
Your analytics and reports will appear here.
Import Leads
Upload CSV or Excel files to import leads.
Search
Search across all your leads.
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Display Name
Calling Preferences
Change Password
Danger Zone
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Current Plan
StarterActive
$149/month
Call Limit1,000 calls/mo
Next Billing-
Payment Method
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Usage This Month
0Calls Made
1,000Call Limit
0%Used
Billing History
No billing history yet
📚 Help Center
Everything you need to know about using Prio AI.
🔍
🚀 Getting Started
⭐ PRIO Leads
🤖 AI Pipeline
📥 Importing
🚀Getting Started▼
How do I navigate the dashboard?+
The sidebar on the left has all your main sections:
Overview – Your daily snapshot and quick actions
PRIO – Priority leads needing immediate attention
Prospects – All your leads in one searchable table
Pipeline – Leads being nurtured by AI
Import – Add new leads
What do the different lead statuses mean?+
Booked – Meeting scheduled with you
Callback – Lead wants YOU to call them
Timeline – Has a future buying timeline
Follow Up – AI is continuing to nurture
Not Interested – Declined or not a fit
DNC – Do Not Call requested
How do I check my call usage?+
Your call usage is shown in the header at the top right. You can also see detailed usage in the Billing section.
⭐PRIO Leads▼
What is a PRIO lead?+
PRIO (Priority) leads are your hottest opportunities. The AI automatically marks leads as PRIO when they book a meeting or request a callback. You can also manually mark any lead as PRIO.
How do I mark a lead as PRIO?+
Click on any lead to open the detail view, then click the yellow ⭐ PRIO button at the top.
🤖AI Pipeline▼
What is the AI Pipeline?+
The AI Pipeline shows leads being automatically nurtured by Sarah (our AI). These are leads with status "Timeline" or "Follow Up" who aren't ready to meet yet but are being kept warm.
How do I send a lead back to the AI?+
Open the lead detail view and click 🔄 Send Back to AI. Add notes first so the AI has context!
📥Importing Leads▼
How do I add leads?+
Go to the Import section. You can add a single lead manually or upload a CSV file for bulk import.
What CSV format should I use?+
Download our template from the Import page. Required columns: First Name, Phone. Optional: Last Name, Email.
🔧Troubleshooting▼
My lead isn't showing up?+
Check your filters! Make sure you're not filtering by a status that excludes them. Use the Search tab to find any lead by name or phone.
How do I contact support?+
Email us at info@prioai.ca – we typically respond within 24 hours.
