Leads

Your AI agent automatically captures lead information during conversations. View, export, and manage all leads in one place.

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How Lead Capture Works

1. Visitor starts a conversation
2. AI collects contact information during chat
3. Lead is created in your dashboard
4. You can follow up or export for CRM

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Viewing Leads

Go to Leads in the sidebar to see:

• All captured leads
• Contact information (name, email, phone)
• Source channel (web, Facebook, Instagram)
• Capture date
• Conversation link

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Lead Information

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Filtering Leads

Filter your leads by:

• Date range - Specific time periods
• Source - Web widget, Facebook, Instagram
• Agent - If you have multiple agents

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Exporting Leads

Export leads for use in your CRM or email marketing:

1. Go to Leads
2. Apply filters if needed
3. Click Export
4. Choose format (CSV)
5. Download file

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Export Fields

The export includes:

• Name
• Email
• Phone
• Source channel
• Agent name
• Capture date
• Conversation ID

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Bulk Actions

Select multiple leads to:

• Delete - Remove selected leads
• Export - Export only selected leads

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Configuring Lead Capture

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In Agent Settings

1. Go to Agents > select agent > Settings
2. Find Lead Capture section
3. Configure which fields to collect

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Collection Methods

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Best Practices

• Don’t be pushy - Let the AI gather info naturally
• Prioritize email - Most reliable contact method
• Follow up quickly - Leads are warmest immediately
• Integrate with CRM - Regular exports or API integration
• Track sources - Know which channels perform best

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Privacy Considerations

• Leads are stored securely
• Comply with GDPR/CCPA as applicable
• Include privacy policy link in widget
• Delete leads upon request

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Troubleshooting