Leads¶

Leads Table¶

The Leads Table is a dedicated view in your dashboard that shows all contact form submissions separately from regular conversations. This makes it easy to focus on potential customers and manage your leads effectively.

How to Access the Leads Table¶

Open any chatbot in your dashboard.
Click Conversations in the left sidebar.
You'll see three tabs at the top: Conversations, Leads, and Export
Click on the Leads tab to view all your leads.

What You'll See¶

The Leads table displays:

Name: The lead's name
Email: The lead's email address
Phone: The lead's phone number (if provided)
Date: When the lead was collected
Chat: A button to view the full conversation that led to this lead

Using the Leads Table¶

Viewing Leads:

All leads are displayed in a clean, organized table
Leads are paginated, showing multiple rows per page

Viewing the Full Conversation:

Click the "View" button next to any lead
This takes you to the complete conversation history
See exactly what the user asked and how your chatbot responded

Exporting Leads:

Click the Export Leads button at the top right
This exports all your leads to an Excel file
Perfect for importing into your CRM or email marketing tools

Benefits¶

Focus on Sales: Quickly identify and prioritize potential customers
Better Organization: Separate leads from general conversations
Easy Export: Download leads for use in other tools
Complete Context: See the full conversation that generated each lead

Best Practices¶

Review your leads regularly to ensure timely follow-up
Export leads weekly or monthly for your sales team
Use the conversation history to personalize your outreach
Track which chatbot interactions are generating the most leads