Managing your Lexidesk and team workflow
Day-to-day settings you can change yourself.
By Ivan1 author4 articles
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.