Dashboard & AnalyticsLeads: Every Prospect in One Place
Leads: Every Prospect in One Place
See who your agent captured, where they came from, and their contact details.
The Leads section collects every prospect your agent captured — from website conversations, from the widget, and from offline mode. It’s your sales pipeline in one list.
Types of Leads
| Type | How it’s captured |
|---|---|
| Conversation lead | A visitor gives their contact details while chatting with your agent |
| Widget lead | Captured by the widget during a normal conversation |
| Offline lead | Captured via the contact form while your agent is paused |
Lead Details
- Contact info — name, email, and phone when provided.
- Summary — the agent’s qualification notes and the lead’s request, so you can follow up prepared.
- Source — which dialog/conversation the lead came from.
- Real-time alerts — every new lead triggers an email notification (and a socket notification in the dashboard).
Locked contacts on the free trialWhile your agent is paused (trial expired / limit reached), lead email and phone are masked (
••••••@••••••) with an “Upgrade to unlock” badge. Upgrade to reactivate the agent and see the real contacts.From Lead to Sale
Leads captured in conversation are already qualified by your agent — it follows your system prompt’s qualification logic and only collects contacts when a prospect shows genuine interest. That means your team calls warm leads, not cold traffic.