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Leads

The Leads tab aggregates contact information collected during conversations—perfect for handing qualified prospects to sales or following up on support inquiries.

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Accessing Lead Data

  1. Open Insights and pick an agent from the left rail.
  2. Click the Leads tab across the top.
  3. Choose a date range; Today is selected by default.
Entries appear in a table format. If no leads were collected during the period, you’ll see “No data”.

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What You’ll See

  • Captured On: Timestamp of the conversation that generated the lead.
  • Name / Email / Phone: Fields vary based on the capture form or conversation flow you configured.
  • Source: Indicates whether the lead came from chat, voice, or a specific share surface.
  • Notes: Additional context (e.g., product interest, campaign attribution).

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Exporting Leads

  • Click Download all to export every lead in the current filter window.
  • Data typically downloads as CSV, ready for import into your CRM or marketing tools.
  • Rename exports with the date range (e.g., leads_2025-02-06.csv) for easier tracking.

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How Leads Are Captured

  • Built-in Forms: If you’ve enabled lead capture during share configuration, the form fields map directly into this tab.
  • Conversation Prompts: Agents asking for email addresses or phone numbers can automatically store the responses.
  • Custom Integrations: MCP workflows can push structured data back into the leads table.
Ensure your agent prompt or share settings make it clear to users why their details are requested.

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Best Practices

  • Regular Sync: Export leads weekly (or daily for high-volume agents) and load them into your CRM.
  • Segment by Agent: Route different agents to different pipelines—for example, product demo agents to sales, support agents to customer success.
  • Validate Data: Spot-check newly captured leads for formatting issues or missing fields.
  • Respect Privacy: Make sure your privacy policy covers any personal data collection, especially for public agents.

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Troubleshooting

  • Missing Leads: Expand the date range or confirm the agent’s form is still active in the Share settings.
  • Duplicate Entries: De-duplicate in your CRM after import; consider adding validation rules to the capture form.
  • Export Fails: Refresh the page, reduce the date window, or try again with a stable network connection.
Use the Leads tab as your single source of truth for contact capture—then automate follow-up to maximize the value of every interaction.