By Status
View all New leads, Contacted leads, or Qualified leads ready to convert.
Leads
Turn Conversations into Customers CRM Feature
Section titled “Turn Conversations into Customers ”Leads are prospects captured by your AI assistant before they become full contacts. Your assistant qualifies them during conversation — gathering name, email, interest level, and budget — and creates a structured lead record in your CRM automatically.
New 4
Jamie Reyes
Web chat
Daniela Pérez
Hot · 92%
A. Tanaka
Qualified 3
Marina López
Hot · 87%
Tomás García
Contacted 2
Ravi Suresh
Cool · 41%
L. Okafor
Converted 1
Priya Shah
Won
Leads vs. Contacts
Section titled “Leads vs. Contacts”| Leads | Contacts | |
|---|---|---|
| Who | Prospects being qualified | Known customers/clients |
| Created by | AI assistant during conversation | Manual import, form, or conversion from lead |
| Pipeline | Leads pipeline | Deals pipeline |
| Goal | Qualify and convert | Manage ongoing relationship |
How Leads Are Created
Section titled “How Leads Are Created”Your AI assistant creates lead records automatically when it detects qualifying intent in a conversation:
- Visitor initiates chat on your website or channel
- AI detects buying/inquiry intent (“I’m looking for pricing”, “Can you help me with X”)
- AI qualifies — asks for name, email, company, and key interest details
- Lead created in CRM with all collected data and the full conversation transcript
Lead Fields
Section titled “Lead Fields”| Field | Description |
|---|---|
| Name | Prospect’s full name |
| Contact email address | |
| Company | Organization name |
| Source | Channel (website, WhatsApp, Instagram, etc.) |
| Status | New / Contacted / Qualified / Converted / Lost |
| Score | AI-assigned qualification score |
| Notes | AI summary of conversation |
| Assigned To | Team member responsible |
Lead Pipeline
Section titled “Lead Pipeline”Leads progress through stages:
New → Contacted → Qualified → Converted → [Contact created] ↓Lost (not interested or unresponsive)When a lead is Converted, a Contact is automatically created with all the lead’s information. The lead record is archived.
Managing Leads
Section titled “Managing Leads”-
Navigate to CRM → Leads
-
Review new leads — sorted by creation date with AI score
-
Open a lead to see the conversation transcript and collected details
-
Assign to a team member for follow-up
-
Update the stage as you progress (Contacted → Qualified)
-
Convert to Contact when ready to start a formal relationship
Lead Scoring
Section titled “Lead Scoring”The AI assigns each lead a score based on:
- Completeness of information (email, company, etc.)
- Expressed interest level
- Budget or timeline signals
- Channel quality (website vs. cold social)
Higher scores = higher priority leads to follow up with first.
Filtering & Search
Section titled “Filtering & Search”By Source
Filter leads from a specific channel (Instagram, website chat, Telegram, etc.).
By Score
Sort by AI qualification score to prioritize high-value prospects.
By Assignee
See all leads assigned to a specific team member.
Sequences for Leads
Section titled “Sequences for Leads”Use Campaigns & Sequences to automatically nurture leads:
- Enroll new leads in a drip sequence
- Send follow-up messages at Day 1, Day 3, Day 7
- Stop the sequence when they reply or book an appointment
See Campaigns & Sequences → for details.