Lead Management

Track and manage leads captured by your AI chatbot.

What Are Leads?

Leads are potential customers identified and scored by your agent during conversations. With the Lead Qualification agent enabled, your agent can:

• Capture contact information
• Qualify leads using BANT methodology
• Score lead quality
• Create follow-up opportunities

Accessing Leads

1. Go to your dashboard
2. Click Leads in the sidebar

Lead Information

Each lead includes:

Contact Details

• Name
• Email address
• Phone (if captured)
• Company (if captured)

Qualification Data

• BANT Score: Budget, Authority, Need, Timeline
• Lead Quality: Rating from 1-10
• Status: New, Contacted, Qualified, Converted, Disqualified

Source Information

• Chatbot that captured the lead
• Date and time
• Conversation link

Lead Scoring

BANT Methodology

Your chatbot evaluates leads based on:

Factor	What It Measures
Budget	Can they afford your solution?
Authority	Are they a decision maker?
Need	Do they have a problem you solve?
Timeline	When do they need a solution?

Score Interpretation

Score	Quality	Priority
9-10	Excellent	High priority
7-8	Good	Medium-high priority
5-6	Fair	Medium priority
1-4	Low	Low priority

Managing Leads

Updating Lead Status

1. Click on a lead
2. Change the status dropdown
3. Status is saved automatically

Available statuses:

• New - Just captured
• Contacted - You've reached out
• Qualified - Confirmed as good fit
• Disqualified - Not a good fit
• Converted - Became a customer

Viewing Conversation

1. Click on a lead
2. Click View Conversation
3. See the full chat history

Filtering Leads

By Chatbot

• All chatbots
• Specific chatbot

By Status

• All statuses
• New only
• Qualified only
• etc.

By Minimum Score

• 9+ (Excellent)
• 7+ (Good or better)
• 5+ (Fair or better)

By Date

• Today
• Last 7 days
• Last 30 days
• Custom range

Exporting Leads

Export to CSV

1. Apply any filters you need
2. Click Export
3. Download the CSV file

Export Contents

• All contact information
• BANT scores
• Status and source
• Timestamps

Use exports for:

• CRM imports
• Sales team handoff
• Reporting

Lead Notifications

Get notified when high-quality leads are captured:

• Email notifications (if configured)
• Dashboard alerts for high-score leads

Best Practices

Quick Follow-Up

• Contact new leads promptly
• Higher-score leads deserve faster response
• Use the conversation context

Status Tracking

• Keep statuses updated
• Track conversion rates
• Identify what makes leads successful

Regular Review

• Check leads daily or weekly
• Clear out disqualified leads
• Analyze patterns in high-quality leads

Support Tickets

In addition to leads, your chatbot can create support tickets:

Accessing Tickets

1. Go to Tickets in the sidebar
2. View escalated support issues

Ticket Information

• Subject and description
• Priority (Urgent, High, Medium, Low)
• Category (Technical, Billing, Feature Request, Other)
• Status (Open, In Progress, Resolved, Closed)
• Source conversation

Managing Tickets

• Update status as you work on issues
• Change priority as needed
• Add notes for team communication

How Leads Get Captured

The Lead Qualification agent:

1. Identifies buying signals - detects when a visitor shows purchase intent
2. Asks qualifying questions - gathers BANT information conversationally
3. Captures contact info - requests an email when the moment is right
4. Scores the lead - rates it 1–10 so your team knows who to call first

:::info No Separate Quota Lead qualification is included on every plan, including Free. It does not consume a separate action allowance — only the message credits the conversation itself uses. :::

Next Steps

• View Chat Analytics - See conversation metrics
• Lead Qualification agent - Configure scoring and thresholds
• Understand Quotas - How message credits are counted