Skip to main content
Leads collects the contact and intent information the assistant captures during conversations and scores each lead by purchase intent. Use this screen when your goal is to turn chat traffic into sales or follow-up opportunities. This screen may be available only on certain plans.

​
What Leads shows

The Leads screen lists each lead the assistant captured from chat conversations. A lead is created when a conversation contains enough signal, such as a contact detail and a clear intent, for the assistant to qualify it. Common columns include:
  • Temperature: how strong the purchase intent looks (Hot, Warm, or Cold)
  • Score: a numeric lead score based on intent
  • Name
  • Email
  • Phone
  • Company
  • Intent: a short summary of what the visitor wanted
  • Channel: where the conversation happened, such as the website widget or an integration
  • Status: the follow-up stage you set (New, Contacted, Qualified, or Lost)
  • Captured: when the lead was first recorded
Start with Hot leads and high scores. These are usually the conversations most worth a quick follow-up.

​
Temperature and score

Temperature and Score are both derived by the assistant from the conversation, not entered by your team.
  • Hot, Warm, and Cold give a fast visual read of intent strength.
  • Score gives a finer ranking so you can sort the most promising leads to the top.
Use these together: sort by Score to prioritize, and use Temperature for an at-a-glance scan during daily review.

​
Searching and filtering

Use the search field to find a lead by name, email, or company. You can also narrow the list by:
  • Temperature, to focus on Hot or Warm leads first
  • Status, to separate new leads from ones already in progress

​
Updating lead status

Each lead has a Status you control as you work it:
  • New: not yet actioned
  • Contacted: you have reached out
  • Qualified: confirmed as a real opportunity
  • Lost: not moving forward
Change the status directly from the table as the lead progresses. Keeping status current makes the list reliable for daily sales review and prevents the same lead from being worked twice.

​
Opening the source conversation

Choose a lead to open the original conversation in Chat History. The conversation opens for that lead’s email and session so you can read the exact exchange that produced the lead. Use this when you want to confirm intent, see what the visitor asked, or prepare a personalized follow-up before reaching out.
  1. Sort by Score or scan for Hot leads.
  2. Open the source conversation to confirm intent and context.
  3. Reach out, then set the status to Contacted.
  4. Update the status to Qualified or Lost as the opportunity develops.
  5. Review new leads on a regular schedule so none go stale.