Lead Management
Track and manage leads captured by your AI chatbot.
What Are Leads?
Leads are potential customers identified and scored by your chatbot during conversations. When AI Actions are enabled, your chatbot can:
- Capture contact information
- Qualify leads using BANT methodology
- Score lead quality
- Create follow-up opportunities
Accessing Leads
- Go to your dashboard
- 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
- Click on a lead
- Change the status dropdown
- 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
- Click on a lead
- Click View Conversation
- 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
- Apply any filters you need
- Click Export
- 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
- Go to Tickets in the sidebar
- 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
AI Actions for Lead Capture
Your chatbot uses AI Actions to:
- Identify buying signals - Detect when users show purchase intent
- Ask qualifying questions - Gather BANT information naturally
- Capture contact info - Request email when appropriate
- Score the lead - Calculate quality score
AI Action Quota
Lead qualification uses your AI Action quota. Each qualification counts as 1 AI action.
Next Steps
- View Chat Analytics - See conversation metrics
- Understand AI Actions - Learn about action limits