Leads Overview

Leads are potential customers automatically identified by AI during conversations.

How Leads are Generated

The AI analyzes conversations and automatically identifies:

• Contact information (name, email, phone)
• Customer interest shown
• Specific requests
• Data extracted from the conversation

Leads Dashboard

The dashboard shows key statistics:

| Metric | Description | |--------|-------------| | Total leads | Total number of captured leads | | High quality | Leads with score 80-100 | | Medium quality | Leads with score 60-79 | | Average score | Average score of all leads |

Lead List

Each lead in the list shows:

• Name or contact identifier
• Email and/or phone (if available)
• Agent that handled the conversation
• Creation date
• Quality score (0-100)
• Current status

Lead States

Leads can have one of the following states:

| State | Description | |-------|-------------| | Contacted | Customer already contacted | | Waiting Response | Waiting for customer response | | Follow-up | To be contacted again for updates | | Opportunity | Interested potential customer | | Potential Customer | Qualified lead to follow up | | Info Only | Informational request only | | Quote Request | Customer who requested a quote | | Not Interested | Customer not interested | | Spam | Spam or irrelevant message |

Quality Score

The score (0-100) indicates lead quality:

| Range | Quality | Recommended action | |-------|---------|-------------------| | 80-100 | High | Top priority, contact immediately | | 60-79 | Medium | Needs further qualification | | 40-59 | Low | Requires nurturing | | 0-39 | Very low | Low priority |

Available Filters

You can filter leads by:

• Status - Filter by lead status
• Agent - Show leads from a specific agent
• Source - Widget or WhatsApp
• Score - Score range (min/max)

Sorting

Sort leads by:

• Creation date - Most recent first
• Score - Highest score first
• Update date - Last updated first

Lead Actions

• View - Open full lead details
• Change status - Update lead status
• View conversation - Open the original conversation
• Export - Download leads in CSV format