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

# Leads & Profiles

> Review conversations and understand your outreach settings.

## Look up a lead

Give Tux a **name, phone number, email address, or conversation link**.

> Find Alex Morgan and summarize their conversation.

> Is this lead turned on, which profile are they assigned to, and have they opted out?

> What happened during this lead's recent calls and transfer attempts?

## Review a customer profile

Ask about a profile's **published settings**, including its conversation flow, channels, follow-ups, and transfers.

> Explain the conversation flow for our New Leads profile.

> Does our Re-engagement profile have calls and email enabled?

> What follow-up schedule does this profile use?

## Investigate outreach

> Why might outreach be paused for this lead?

> How do our outreach hours and this profile's business hours affect contact attempts?

> Check this profile's transfer settings. What should we review for missed transfers?

To make changes, open [Customer Profiles](https://docs.apten.ai/tutorials/customer_profiles.md), the lead's [contact card](https://docs.apten.ai/tutorials/contact_card.md), or [Warm Transfer](https://docs.apten.ai/tutorials/warm_transfer.md) settings.


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