> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM View & Lead Details

> Understanding the lead detail page, activities, intelligence, and messaging

## Lead Detail Page

The lead detail page provides a comprehensive CRM view with three main sections: sidebar information, main content tabs, and right sidebar with related data.

### Layout

**Left Sidebar** (Fixed Width):

* Lead profile and contact information
* Status and priority controls
* Tags management
* Custom fields
* Quick actions

**Main Content Area** (Tabs):

* **Intelligence**: AI-generated storyline and metrics
* **Activities**: Timeline of all interactions
* **Messages**: Telegram conversation history

**Right Sidebar** (Fixed Width):

* Associated deals
* Campaign participation
* Segment membership
* Related information

## Left Sidebar

### Profile Section

Displays lead's basic information:

* **Profile Picture**: Fetched from Telegram (if available)
* **Name**: First name and last name
* **Username**: Telegram @username with link
* **Phone Number**: Formatted phone number
* **Telegram User ID**: Unique identifier

### Status & Priority

**Status Dropdown**:

* **Active**: Can receive messages
* **Blocked**: Cannot receive messages
* **Archived**: Inactive

**Priority Dropdown**:

* **High**: Important leads
* **Medium**: Standard
* **Low**: Lower priority

Changes are saved automatically and logged in activities.

### Tags

* **View Tags**: All assigned tags displayed as badges
* **Add Tags**: Type to create new or select existing
* **Remove Tags**: Click X on tag badge
* **Tag Colors**: Visual organization

### Custom Fields

All custom fields for leads are displayed here:

* **Field Label**: User-friendly name
* **Field Value**: Current value
* **Edit**: Click to modify (if field allows)

Custom fields are organization-wide - all members see the same fields.

### Quick Actions

* **Edit Lead**: Open edit modal
* **Delete Lead**: Permanent deletion (requires confirmation)
* **View in Telegram**: Open Telegram chat (if available)

## Intelligence Tab

The Intelligence tab provides AI-powered insights and relationship metrics.

### AI Storyline

**What it is**:
An AI-generated summary that synthesizes:

* Lead creation and entry point
* Campaign participation history
* Message exchanges (from fetched conversations)
* Deal progression and status
* Current relationship state

**Structure**:

1. **Interaction Snapshot**: Key metrics in bullet points
   * Last interaction date and content
   * Responsiveness level
   * Key pain points mentioned
   * Current intent
   * Recommended next actions

2. **Storyline**: 1-2 paragraph narrative connecting:
   * How lead entered CRM
   * Campaign touchpoints
   * Relevant message quotes
   * Current opportunity status
   * What triggered interest

3. **Sales Actions**: 3-5 actionable items:
   * Specific follow-up tasks
   * Pain point addresses
   * Feature highlights
   * Call/meeting suggestions

**Generating Storyline**:

1. Click **"Generate Storyline"** button
2. System fetches latest messages (if conversation exists)
3. AI analyzes all available data
4. Storyline generated and saved
5. Can regenerate to update with new information

**Storyline History**:

* All generated storylines are saved
* View previous versions
* Compare changes over time
* Delete old versions (Owner/Admin only)

**Permissions**:

* **View**: All organization members can view
* **Generate**: All members can generate
* **Delete**: Only Owner/Admin can delete storylines

**Data Sources**:

* Campaign participation (from organization campaigns)
* Messages sent/received (from organization campaigns)
* Deals created (from organization deals)
* Telegram conversations (only if fetched to system)
* Lead metadata and custom fields

**Limitations**:

* Only includes messages that have been fetched to the system
* Campaign messages are included automatically
* Direct Telegram conversations require manual fetch
* AI has access to all organization data for context

### Metrics Dashboard

**Campaign Metrics**:

* **Campaigns Participated**: Number of campaigns lead joined
* **Messages Sent**: Total campaign messages sent to lead
* **Messages Received**: Total responses from lead
* **Response Rate**: Percentage of sent messages that received responses
* **Average Response Time**: Hours between sent message and response

**Deal Metrics**:

* **Active Deals**: Currently open deals
* **Completed Deals**: Won or lost deals
* **Total Deal Value**: Sum of all deal values
* **Is Customer**: Has at least one won deal
* **Deal Since**: Date of first deal creation

**Relationship Timeline**:

* **Lead Since**: When lead was created in CRM
* **Last Response Date**: Most recent message from lead
* **Primary Owner**: Team member with most interactions (scored by campaigns, messages, deals)

**Collaborator Interactions**:
Shows which team members have interacted with lead:

* Campaigns they created/sent
* Messages sent count
* Deals created count
* Email addresses for contact

## Activities Tab

The Activities tab shows a chronological timeline of all interactions and changes related to the lead.

### Activity Types

**Campaign Participation**:

* Lead added to campaign
* Campaign messages sent
* Campaign responses received
* Campaign status changes

**Message Activity**:

* Messages sent via campaigns
* Responses received
* Message delivery status

**Lead Updates**:

* Field changes (status, priority, tags, custom fields)
* Who made the change
* Old and new values

**Deal Activity**:

* Deal created
* Deal updated (status, value, stage)
* Deal won/lost

**Storyline Generation**:

* When storyline was generated
* Who generated it

**Audit Logs**:

* System events
* Important status changes

### Filtering Activities

**Search**:

* Search across activity titles, descriptions, campaign names
* Real-time filtering as you type

**Type Filter**:

* Filter by activity type (campaign, message, update, deal, etc.)
* Shows only relevant activity types

**User Filter**:

* Filter by team member who performed action
* Useful in organizations to see individual contributions

### Activity Details

Each activity shows:

* **Icon**: Visual indicator of activity type
* **Title**: Brief description of what happened
* **Description**: Detailed information
* **Campaign**: Associated campaign name (if applicable)
* **Timestamp**: When activity occurred
* **User**: Who performed the action (email)

Activities are grouped by date (month/year) for easy navigation.

## Messages Tab

The Messages tab displays Telegram conversation history with the lead.

### Conversation Access

**Important**: Messages are **private** to the account owner:

* Only you can view messages from your Telegram accounts
* Other organization members cannot see your conversations
* AI Storyline has limited access (only fetched messages)

**Fetching Messages**:

1. Click **"Fetch from Telegram"** button
2. System retrieves conversation from Telegram API
3. Messages saved to database
4. Conversation appears in Messages tab

**Multiple Accounts**:

* If lead has conversations with multiple accounts, select account from dropdown
* Each account's conversation is separate
* Switch between accounts to view different conversations

### Message Display

**Message Bubbles**:

* **Sent Messages**: Right-aligned, primary color
* **Received Messages**: Left-aligned, muted color
* **Telegram-style**: Rounded corners, message grouping
* **Avatars**: Shown on last message of group

**Message Grouping**:

* Messages from same sender within 5 minutes are grouped
* Reduces visual clutter
* Avatar shown only on last message in group

**Message Status** (Sent messages only):

* **Sent**: Message sent to Telegram
* **Delivered**: Message delivered to recipient
* **Read**: Message read by recipient (if read receipts enabled)

**Timestamps**:

* **Time**: Hour:minute format
* **Date Separators**: "Today", "Yesterday", or date
* **Grouped**: Same-day messages grouped together

### Sending Messages

**Requirements**:

* Lead must have `telegram_user_id` (required for messaging)
* Account must be authenticated and active
* Conversation must exist (or will be created)

**Steps**:

1. Type message in input box at bottom
2. Press **Enter** to send (Shift+Enter for new line)
3. Message appears immediately (optimistic update)
4. Confirmed when Telegram API responds

**Message Features**:

* **Auto-resize**: Textarea grows with content (max 200px height)
* **Enter to Send**: Standard Telegram behavior
* **Shift+Enter**: New line
* **Character Limit**: Telegram's message limit applies

### Polling for New Messages

**Automatic Polling**:

* Polls every 30 seconds when tab is active
* Only polls if conversation has been fetched
* Stops when tab is inactive or page is hidden
* Efficient: Only fetches messages newer than last known message

**Manual Refresh**:

* Click **"Fetch from Telegram"** anytime
* Fetches all new messages since last fetch
* Updates conversation immediately

**Polling Behavior**:

* Starts after first manual fetch
* Continues while Messages tab is active
* Stops when switching tabs or hiding page
* Resumes when tab becomes active again

### Search Messages

**Search Functionality**:

* Click **"Search"** button to open search box
* Search across all message text
* Highlights matching text in messages
* Shows count of matching messages

**Search Results**:

* Filtered messages displayed
* Matching text highlighted
* Scroll to find matches

### Conversation Management

**Delete Conversation**:

* Click settings icon (gear)
* Select **"Delete Conversation History"**
* Confirms deletion
* **Warning**: Permanently deletes all messages from database
* Messages can be re-fetched from Telegram if needed

**Account Selection**:

* If multiple accounts have conversations, select from dropdown
* Shows message count per account
* Switch to view different conversations

## Right Sidebar

### Associated Deals

Shows all deals linked to this lead:

* **Deal Name**: Deal title
* **Value**: Deal amount
* **Stage**: Current pipeline stage
* **Status**: Active, Won, Lost
* **Created Date**: When deal was created

**Actions**:

* Click deal to open deal detail page
* Create new deal for this lead

### Campaign Participation

Lists all campaigns lead has participated in:

* **Campaign Name**: Campaign title
* **Status**: Campaign status
* **Messages Sent**: Count of messages sent
* **Last Activity**: Most recent interaction date

**Actions**:

* Click campaign to view details
* See campaign performance for this lead

### Segment Membership

Shows segments this lead belongs to:

* **Segment Name**: Segment title
* **Auto-updated**: Segments update automatically based on rules

**Note**: Lead automatically joins/leaves segments based on matching rules.

## Permissions

### View Permissions

**Lead Detail Page**:

* **Own Leads**: Creator can always view
* **Organization Leads**: All members can view if lead belongs to organization
* **Access Denied**: If lead doesn't belong to organization or user

**Intelligence Tab**:

* All organization members can view
* Includes data from all organization campaigns/deals
* AI Storyline visible to all members

**Activities Tab**:

* All organization members can view
* Shows activities from all organization members
* Filter by user to see individual contributions

**Messages Tab**:

* **Private**: Only account owner can view their own conversations
* Other members cannot see your Telegram conversations
* AI Storyline includes fetched messages (limited context)

### Edit Permissions

**Lead Information** (Sidebar):

* **Own Leads**: Creator can edit
* **Organization Leads**: Any organization member can edit
* Changes logged in activities

**Status & Priority**:

* Any organization member can change
* Changes visible to all members

**Tags**:

* Any organization member can add/remove
* Shared across organization

**Custom Fields**:

* Any organization member can edit values
* Field definitions managed by Owner/Admin

**Storyline**:

* Any member can generate
* Only Owner/Admin can delete storylines

**Messages**:

* Only account owner can send messages
* Only account owner can delete conversation
* Other members cannot access

### Delete Permissions

**Lead Deletion**:

* **Creator**: Can delete own leads
* **Owner/Admin**: Can delete any organization lead
* **Members**: Cannot delete leads

**Conversation Deletion**:

* Only account owner can delete their own conversations
* Other members cannot delete conversations

## Best Practices

1. **Keep Storyline Updated**: Regenerate when significant interactions occur
2. **Monitor Activities**: Check activity timeline regularly for insights
3. **Fetch Messages**: Regularly fetch conversations for complete context
4. **Use Tags**: Organize leads with meaningful tags
5. **Update Custom Fields**: Keep business-specific data current
6. **Track Deals**: Link deals to leads for relationship tracking
7. **Review Collaborators**: Check who else is working with lead