You need at least one conversation collected from a Review only discovery run. Inbox statuses describe your work; they do not verify purchases, contact or platform outcomes.
Before you begin
Read the captured text and first-seen time. Conversations may change after capture. Treat the inbox as a review list and use the original Threads post for the latest context.
Find the conversation
Open Lead inbox. Search text, author, keyword or note, or choose a status. Move between pages when the list is longer. A filter changes the visible list rather than deleting the other records.
Read the original thread
Choose Open conversation. Read the post and its replies, check what the author is asking and decide whether you can contribute. Do not infer a buying request from a matching word alone.
Save a status and note
Choose reviewing, contacted or archived as appropriate, write the note you need and click Save note. Use contacted only for an action you actually took; changing the label does not send a reply.
Export only the records you mean to share
Export conversations creates JSON containing captured context and notes. Keep the file with the people who need it. Delete a record when it should leave the inbox, and confirm that choice.
If a source post is unavailable
Record the uncertainty rather than inventing its missing context. The saved capture is a point-in-time record; it is not evidence that the current post still exists or still asks the same question.
