Click any prospect in Interactions to open their profile. It holds the whole conversation, Wyra's research on the person and their company, your team's notes, and the tools to reply, call or push them to your CRM.
Finding your way around
On the left is the list of leads, with quick pills for All, Nurturing, Interested, Action required and Out of office. Each pill shows a count. Click a lead to open it on the right. Back returns you to the table.
The header shows the person and their company, and holds the actions: Unlock number for calling, the Messages and Insights switch, Push to CRM, and Do not disturb. Under it, + Tag adds a tag. Reply by and Add a note sit at the bottom.
The timeline
Messages shows everything that has happened with this person, oldest at the bottom and newest at the top:
- Every email sent and received, with subject and any CC.
- LinkedIn activity: profile views, connection requests, accepted invites, messages and replies.
- Out-of-office auto-replies, marked as such.
- Calls, with their outcome and, for recorded calls, a transcript and insights.
- Notes from your team.
To get a quick summary of a long conversation, ask Wyra in Chat: "Summarise our conversation with Priya at Northwind."
Insights
Switch to Insights for Wyra's research on the person. It's ready for every lead Wyra contacts, so you can prepare for a reply or a call in a few minutes.
| Section | What it gives you |
|---|---|
| About | Summary, background, responsibility, focus and likely challenges. |
| Insights | Profile signals about the person and company signals about their business. |
| Discovery questions | Questions tailored to their role and situation. |
| Talking points | How your offering connects to what they care about, each with a question to ask. |
| Why now | The reason to talk to them at this moment, with the signals behind it. |
| Company intel | What the company does, and the angle that makes your offering relevant to them. |
| Outreach opener | A suggested opening: greeting, context, hypothesis, proof and a call to action. |
Download Insights saves the research as a PDF, for reading offline or sharing with a colleague.
Notes
Notes are internal context on a lead: something from a call, a reminder, a piece of background. They stay inside Wyra.
- Add one with Add a note in the profile, or the notes icon on the lead's row in the table. Press ⌘+Enter (Ctrl+Enter) to save.
- Notes appear in the timeline among the messages, with the author, their role and the time. A note can be up to 4,000 characters.
- You can edit or delete your own notes. An edited note is marked (edited). Org Admins can delete any note, but only the author can edit it.
- In the Interactions table, the notes icon on a lead's row shows how many notes you can see, so you can spot leads with notes at a glance.
- A note stays with one lead.
A note stays inside Wyra. A reply, sent with Reply by, goes to the prospect. Both sit in the same timeline.
Calling from the profile
Once calling is set up for your workspace, you can call a prospect from their profile using your AI SDR's number.
- Click Unlock number. Wyra checks its own data first, then any integrations you've connected under Settings → Integrations. Wyra asks before using one of them. You can also enter a number yourself.
- Open the dialer. Turn on Record this call if you want a transcript and insights. Recording is set per call, and your workspace's default is under Settings → Calling.
- After the call, set the outcome and add a short note. Rating the call helps Wyra learn who to call next.
Every call shows in the timeline with its outcome. Recorded calls also get a Transcript and Insights: a summary, pain points, objections, interests and next steps. They're ready about a minute after the call ends.
Read next: Calling: getting access and making calls
Push to CRM and stop emails
Push to CRM
Sends the lead to the CRM you've connected under Settings → Integrations. Push again later to update the record. Before a CRM is connected, Wyra points you to Integrations.
Stop future messages
Do not disturb permanently stops all automated emails and LinkedIn messages to this person, straight away. You can still reply yourself. It can't be undone, so use it when someone should hear only from a person from now on.