Managing your Lexidesk and team workflow
Day-to-day settings you can change yourself.
By Ivan1 author8 articles
- How to connect Lexidesk to ChatGPT, Claude, Gemini, or Microsoft CopilotConnect your AI assistant to your Lexidesk account so it can search your calls, chats, leads, and reports for you.
- How to get notified when Lexidesk handles a conversationAdd email addresses to your agent and control which conversations each person gets notified about.
- How to rank leads so your team calls the best ones firstHow to write a custom priority rubric so Lexidesk scores every lead 1 to 10 and your team works the highest-value matters first.
- How to tell the AI what counts as a qualified lead for your firmHow to write a custom qualification criteria so Lexidesk marks every lead as qualified or not qualified based on your firm's rules.
- How to change what your call summary includesHow to write a custom summary prompt so Lexidesk surfaces the exact details your team needs to process a lead without replaying the call.
- How to stop the AI from merging callers who share a phone numberWhat to do when the AI treats different people calling from the same line, or from blocked numbers, as one client.
- How to set up call forwarding and transfers with LexideskHow to redirect your office calls to Lexidesk and set up clean transfers back to your team so callers reach the right person in the right time.
- How to make the AI capture custom details from every call and chatSet up your own questions the AI answers after every conversation, and route email alerts based on the answers.