The Leads page centralizes all leads captured through your chatbots. Track lead status, review contact information, and export data for your CRM or marketing tools.
| Filter | Description |
|---|
| Chatbot | Filter leads by the chatbot that captured them. |
| Status | Filter by lead status: New, Contacted, Qualified, or Lost. |
| Language | Filter by the visitor's detected language. |
| Search | Full-text search across all lead fields (name, email, phone, notes). |
Every lead has a status that you can update directly from the list by clicking the status badge:
| Status | Description | When to Use |
|---|
| New | Freshly captured, no action taken yet. | Default status for all new leads. |
| Contacted | You have reached out to the lead (email, phone, etc.). | After your first outreach attempt. |
| Qualified | Lead meets your criteria and shows genuine interest. | After qualifying the lead through conversation. |
| Lost | Lead is no longer relevant or didn't convert. | When the lead goes cold or opts out. |
Click any lead to view its full details:
| Section | Content |
|---|
| Contact Info | Name, email address, phone number (as collected during the conversation). |
| Lead Info | Source chatbot, capture date, current status. |
| Additional Info | Custom fields and notes collected during the conversation (e.g. interest area, company name). |
| Conversation Link | Direct link to jump into the associated chatbot conversation. |
| Action | Description | Plan |
|---|
| CSV Export | Export all filtered leads to a CSV file for import into CRM systems, email marketing tools, or spreadsheets. | Paid plans only |
| Bulk Delete | Select multiple leads using checkboxes and delete them permanently. | All plans |
| Status Update | Change the status of any lead inline by clicking the status badge. | All plans |
- Follow up quickly — Leads captured by chatbots are most valuable when contacted promptly
- Use status tracking — Move leads through the pipeline (New > Contacted > Qualified) to track your sales process
- Export regularly — Import leads into your CRM for long-term tracking and nurture campaigns
- Review the conversation — Click the conversation link to understand the visitor's needs before reaching out
- Filter by language — Prioritize leads based on your team's language capabilities
