Introduction
When you open a conversation in the Inbox, the right-hand side shows that client's profile. Everything here syncs from your booking system.
This deep dive covers what's in the profile, how to organize it, and the three controls your team should know: pipeline controls, assistant controls and contact preferences.
Learn more: 📘 SalesRevv Training: Inbox Overview
What's in the Client Profile
Summary: The client's type (such as Member), visit count, last visit and any upcoming booking. If you use SalesRevv VoIP, you can call the client from here.
Contact Information
Types & Tags
Tasks: When the next task is due, what it is, who created it and who it's assigned to.
Pipeline: The client's current pipeline and its controls.
Assistant: Toggles for Hailee, your AI Assistant.
Contact Preferences: The client's opt-in and opt-out settings.
Activity: The client's activity log.
Membership & Billing: What's included in their membership and their billing details.
Credits: For credit-based clients, how many credits they've used and how many are left.
Linked Accounts: Any linked records from your booking system.
Member Health: For members, their health metrics. Open the full health report to see what's affecting their score, such as average visits per week, last visit and how long they've been a member.
Customizing the Profile View
You can arrange the profile around what your team checks most.
Reorder sections: Use the dots on a section to drag it up or down. For example, move Member Health to the top.
Collapse sections: Close any section you don't need to see.
Pipeline Controls
Pipelines are what generate tasks and your AI Assistant's outreach. In the Pipeline section, you can see which pipeline the client is in, what day they're on, their status and when their next task is due.
You can:
Move the client to a different pipeline.
Change their journey.
Add them to a pipeline if they aren't in one.
Pause vs. Stop
Pause: Holds the client exactly where they are in the pipeline for a set amount of time, such as while they're out of town or injured. When the pause ends, they're released automatically and pick up right where they left off. For example, a client paused on Day 1 for 15 days restarts on Day 1 after those 15 days.
Stop: Removes the client from the pipeline completely, such as when they're moving away or won't be coming back. You can also opt them out of marketing messages from here.
Important: As long as a client is active in a pipeline, they'll keep receiving outreach. If you don't want someone getting tasks and outreach, pause or stop them in the pipeline.
Assistant Controls
Hailee does two separate things for each client: pipeline outreach and message replies. You can turn each off on its own.
Pipeline Outreach
Turning off Pipeline Outreach means your staff will complete the client's pipeline tasks instead of Hailee. Tasks are still created. Hailee just won't carry them out.
You'll rarely need this. Use it only when you specifically want your team to handle that client's outreach.
Message Reply
Turning off Message Reply stops Hailee from responding to the client. You'll use this more often, for two main reasons:
You want to jump into the conversation. Hailee replies as soon as a text comes in. Best practice is to turn off Message Reply before you send your first message, then turn it back on when you're done.
A client prefers to talk with your team. For example, a client who has a relationship with your GM. Turn off Message Reply so your staff can handle that conversation.
Contact Preferences
Contact Preferences control the client's opt-in and opt-out status:
Marketing (soft opt-out): The client won't receive AI outreach or marketing messages, but can still message your business with questions.
All (hard opt-out): Stops everything. Use this when a client replies STOP, asks to unsubscribe, or asks not to be called or emailed.