# Overview
As Operator AI talks to customers, it collects their information. You can view and update this information directly from the Inbox to keep track of your leads.
# Step-by-Step Instructions
Click Inbox from the left menu and select a conversation from the list.
Look at the right side of the screen to see the Contact Profile. This shows the customer's: - Lead Score - Estimated Value - Name, Email, and Phone Number
If a customer gets a new phone number, or you want to add a note about them: 1. Click into the box you want to change (like the Phone Number box). 2. Type the new information. 3. Click Save Profile at the bottom.
You can keep track of where a customer is in your sales process by updating their status.
1. Find the Lead Status dropdown in the Contact Profile. 2. Choose a new status (like "Qualified", "Booked", or "Closed"). 3. Click Save Profile.
If a specific team member needs to handle a conversation, look at the top middle of the screen. Click the dropdown that says "Staff Assignment" and select a team member's name to assign the conversation to them.