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  • What is LevelUp Demo?
  • How to log in and access the app
  • Dashboard overview (Today view)
  • Navigating the main menu
  • Understanding your user role
  • What is the Inbox?
  • How AI auto-qualification works
  • Reviewing flagged demo requests
  • Understanding flag reasons and scores
  • Inbox date range filter
  • Inbound trends and analytics
  • Inbox metrics cards
  • What is the Contacts section?
  • Adding a new contact manually
  • Searching and filtering contacts
  • Contact status pipeline tabs
  • Contact types explained
  • Contact statuses explained
  • Viewing a contact detail page
  • Customer Information panel
  • Quick Actions on a contact
  • AI Company Summary
  • Adding Running Notes to a contact
  • Managing tasks for a contact
  • Viewing Activities on a contact
  • Viewing Emails on a contact
  • Editing a contact record
  • Scheduling a demo from a contact
  • Contact source types
  • Assigning contacts to team members
  • Archiving contacts
                      1. Docs
                      2. Inbox

                      Inbox

                      What is the Inbox?

                      The Inbox is where incoming demo requests arrive. AI auto-qualifies most of them and flags the rest for your review.

                      How AI auto-qualification works

                      How LevelUp Demo's AI scores each incoming demo request, auto-qualifies the strong ones into Contacts, and flags the rest for review.

                      Reviewing flagged demo requests

                      How to open a flagged demo request in the Inbox and either qualify it into Contacts or reject it with a reason.

                      Understanding flag reasons and scores

                      What each Inbox flag reason means and how to read the AI qualification score shown on a demo request.

                      Inbox date range filter

                      How to filter the Inbox by Last 7 days, Last 30 days, or All time to review recent or historical demo requests.

                      Inbound trends and analytics

                      How to read the Inbound Trends section in the Inbox, which breaks down incoming demo requests by industry for the selected period.

                      Inbox metrics cards

                      How to read the four Inbox summary cards: Requests, Auto-qualified, Needs review, and Avg. qualification time.

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