Help
Where your decisions live
The desk does the work on its own. What it cannot do is decide, and everything waiting on you sits in four known places.
This product is not trying to fill your day. Most of what it does happens while you are somewhere else, and what it needs from you is a handful of small decisions. Knowing where those live is the difference between five minutes a day and an hour of patrolling.
The four places
- To-dos. The messages genuinely waiting on you, rather than everything that arrived. It sits at the top of the sidebar, above Inbox, and it is your mail with the noise taken out.
- Home, Today. The tab Home opens on, and the only screen that looks across all your agents at once. It holds only what needs a decision, grouped as Find, Engage and Close, and pressing an item takes you straight to the agent concerned.
- Agents, then the agent. Each agent carries its own work on four tabs: Overview, Buyers, Outreach and Tuning. Its Overview tells you when new buyers have landed for review and when somebody has written back.
- Opportunities, Catch-up. The conversations you reopened that have gone quiet again, with how many days it has been.
The habit that works
Open the app. Clear To-dos. Walk Home, Today. That is the whole routine, and on most days it is over in a few minutes. Everything else in the app is reading rather than deciding, and reading can wait for a moment when you want it.
Two places on the agent are there when you want to look rather than act. Conversations, on the agent’s Outreach tab, shows every buyer it is writing to and what happens next, with anyone who has written back pinned at the top. That is the answer to “is anything actually happening”. Its Buyers tab is everything that agent has found, including what you have not reviewed yet.
What never waits silently
A buyer’s reply stops their sequence immediately, so a decision you have not made yet cannot turn into an email you did not want sent. Nothing goes out because you were slow. The worst case of leaving the app alone for a week is that a week of follow ups did not go out, and everything is exactly where you left it.
Next: What happens when a buyer replies
Still stuck? Write to hello@oleadesk.com and a person answers, usually the founder, within one business day. Say what you were doing, what you expected, and what happened instead. Inside the app, Settings has a Get help box that sends the same message with the diagnostics attached.