Capturing and Managing Leads

When a visitor is chatting with your AI, the widget can prompt them to share their contact information (name, email, phone). This happens:

• Automatically — After a configurable number of messages (default: 3-4 exchanges)
• On request — When the AI detects the visitor wants a callback, quote, or appointment

Lead capture is enabled by default. You can adjust timing and behavior in Settings.

Go to the Leads tab in your chatbot hub. Each lead shows:

• Name, email, phone — Contact details (encrypted at rest)
• Source — Where the lead came from (widget, Telegram, WhatsApp, etc.)
• Inquiry — What they asked about
• Status — New, Contacted, Qualified, Won, or Lost
• Conversation link — Jump directly to their chat

Update lead status as you work through your pipeline:

• New — Just captured, not yet contacted
• Contacted — You've reached out
• Qualified — Confirmed as a real opportunity
• Won — Converted to a customer
• Lost — Didn't convert

Click any lead to update its status, add notes, or view the full conversation.