Pages overview

This is a one-paragraph-per-page tour of the NZ Leads main navigation. Use it to orient yourself on day one.

The sidebar is grouped into sections. Regular users see the items below; the order and grouping match the app.

Auto Responder

Leads

The filterable inbox of every customer inquiry across every connected source. Click any row to open the full conversation, send a reply, add a memo, or change the lead’s status. This is where you and your team will spend most of the day.

Full reference: Leads.

Sources

The list of every source you’ve connected — Yelp, Thumbtack, Facebook Messenger, Facebook Lead Ads, Instagram, and Google Local Ads. Each card shows the source’s status (Active, Paused, or a billing warning) and links into its Messaging Settings and Access and Permissions. This is also where you add new sources.

Full reference: Lead Sources.

Source Tokens

The list of platform authorizations (tokens) powering your sources — one entry per sign-in you’ve done with Yelp, Thumbtack, Facebook, Instagram, or Google. Each entry shows which sources it covers and when the token expires, and gives you a way to refresh or edit it. You only need this page occasionally — when a source asks you to reconnect or when you want to check token health.

Full reference: Source Tokens.

Analytics

The analytics dashboard — six interactive charts plus a drillable summary table. Pick a date range and sources, optionally turn on period comparison, and click chart slices to filter the table underneath. Export the matching leads to CSV for a spreadsheet.

Full reference: Analytics & Reporting.

Voice Agents

Agents

The list of AI voice agents you’ve created. From here you configure the agent’s knowledge base, greeting, behavior, and which phone number and sources it’s wired to.

Phone Numbers

The list of phone numbers assigned to your voice agents. Buy a new number, release a number, or change which agent a number routes to.

Call Logs

Every inbound and outbound call your voice agents have handled, with recordings, transcripts, and outcomes. The header badge shows the count of unread calls.

Batch Calls

Upload a list of contacts and run an outbound calling campaign with a voice agent. You pick the agent, the script context, and the schedule.

Full reference for everything in this group: Voice Agent.

Settings

Billing

Opens the Billing dialog — your subscriptions (one line per source), payment method, invoices, and plan details. Update your card, download invoices, and see what’s billed this month. This is a modal that overlays the current page, not a standalone page you navigate to.

Full reference: Pricing.

Activity Log

A timeline of recent changes to your sources’ active/inactive state and subscription events — source turned on, source turned off, subscription activated, subscription cancelled. Use it to see who changed what and when.

Full reference: Activity Log.

Documentation

Opens this documentation site in a new tab.

Contact Us

Opens the in-app support / contact widget so you can send us a message directly.

Top-bar items (always visible)

• Business switcher — the button next to the logo showing the current business name and a location icon. Click it to switch between businesses or locations in multi-business accounts. See Key concepts.
• Call Logs badge — a phone icon with a count of unread calls. Clicking it jumps straight to Call Logs.
• Leads badge — a message icon with a count of unread leads. Clicking it jumps straight to the Leads inbox.
• User menu — your initials in a circle on the right. Click it to sign out.

Questions? Email support@nzleads.com.