Lead Management

Lead Management allows your chatbot to automatically detect potential customers and capture their contact information. The AI recognizes buying signals and guides visitors through a smooth lead capture process.

Enabling Lead Management

Requirements

Lead Management is available on:

• Professional plan and above
• All Agency plans

How It Works

1. AI Detection: The chatbot analyzes conversations for buying intent signals
2. Confirmation: When signals are detected, the bot asks if the visitor wants to be contacted
3. Data Collection: Upon confirmation, the bot collects configured lead fields one by one
4. Notification: Team members receive instant push and email notifications

Configuring AI Lead Detection

Enable/Disable Detection

You can control automatic AI detection for each chatbot individually:

1. Go to Dashboard → Leads → Settings
2. Select the AI Recognition tab
3. Enable or disable Automatic Lead Detection

Set Sensitivity

Detection sensitivity determines how clear buying intent must be:

Lead Detection Signals

The AI recognizes these buying intent signals:

Configuring Lead Fields

Default Fields

By default, the following fields are configured:

• Name (required)
• Email (required)
• Phone (optional)
• Company (optional)

Customizing Fields

1. Go to Dashboard → Leads → Settings
2. Click on Lead Fields
3. Add, edit, or remove fields as needed

Field Types

Lead Categories

Organize leads with categories for better assignment and tracking.

Creating Categories

1. Go to Leads → Settings → Categories
2. Click Add Category
3. Enter name, description, and color
4. Assign team members to the category

Category Assignment

• Leads can be manually assigned to categories
• Team members assigned to a category receive notifications for those leads
• Categories help with routing leads to the right team

User Assignments

Assign team members to receive notifications for specific categories:

1. Open a category in Settings
2. Click Assign Users
3. Select team members
4. Configure notification preferences:
   • Push notifications (bell icon in dashboard)
   • Email notifications (instant email alerts)

Managing Leads

Lead List

View all captured leads at Dashboard → Leads:

• Filter by status, category, or date
• Search by name, email, or company
• Sort by newest or oldest

Lead Statuses

Lead Details

Click on a lead to view:

• All captured information
• Source chat session (if available)
• Internal notes
• Status history

Adding Notes

Add internal notes to leads:

1. Open the lead detail view
2. Use the Notes section
3. Add context about conversations or follow-ups

Notifications

Push Notifications

Team members receive dashboard notifications:

• Appear in the notification bell
• Link directly to the lead

Email Notifications

Instant email alerts include:

• Lead details (name, email, etc.)
• Category information
• Direct link to dashboard

Configuring Notifications

Each team member can configure their preferences:

1. Category assignments determine who gets notified
2. Toggle push/email for each category assignment
3. Company owners receive all notifications if no assignments exist

Best Practices

1. Keep forms short: Only ask for essential information
2. Use required fields wisely: Too many required fields reduce conversion
3. Respond quickly: Leads have higher conversion when contacted promptly
4. Use categories: Organize leads for efficient routing
5. Add notes: Document all interactions for context
6. Update status: Keep lead status current for accurate pipeline tracking

Confirmation Message

Customize the message shown after lead capture:

1. Go to Leads → Settings → Lead Fields
2. Edit the Confirmation Message
3. Default: "Thank you! A team member will contact you shortly."

Next Steps

• Forms & Contact Forms →
• Team Management →
• Live Chat →