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The Leads page provides a comprehensive overview of all individuals who have interacted with your AI agents. It allows you to track their progress, view interaction history, and export data for your CRM or marketing tools. Leads Dashboard

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Overview

The Leads table serves as your primary database for customer interactions. Each row represents a unique lead identified by the system.

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Table Columns

  • Name: The identifier for the lead. By default, these are sequentially numbered (e.g., Lead-434) but can be updated with actual names if captured.
  • Phone Number / Email: Contact information captured during the conversation.
  • Created At: The exact date and time the lead first interacted with your agent.
  • Total Messages: The total number of messages exchanged with this lead across all sessions.
  • Last Interaction: The timestamp of the most recent message from this lead.
  • Metadata: Access additional technical details or custom attributes captured by the bot.
  • Conversation: A direct link to view the full conversation history for that specific lead.

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Adding Leads

You can add leads to your database either manually one by one or in bulk using a CSV file.

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Manual Entry

To add a single lead manually:
  1. Click on the + Add Lead button (usually located in the top action bar).
  2. Fill in the required details such as Name, Email, Phone Number, and any other relevant custom fields.
  3. Click Save to add the lead to your database.

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Bulk Upload

For importing large lists of contacts, use the bulk upload feature:
  1. Click on the Import or Upload CSV button.
  2. Download the sample CSV template to ensure your data is formatted correctly.
  3. Prepare your CSV file with columns for Name, Phone, Email, and other attributes.
  4. Drag and drop your file into the upload area or click to select it from your computer.
  5. Map the columns from your CSV to the corresponding fields in the system if prompted.
  6. Click Import to process the file. You will receive a notification once the import is complete.

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Key Actions

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1. Exporting Leads

You can export your lead data by clicking the Export button in the top right corner.
  • CSV Format: Currently, data is exported in CSV format, which can be easily opened in Microsoft Excel, Google Sheets, or imported into various CRM and marketing tools.
  • Offline Analysis: Use the exported data for custom reporting, mailing lists, or offline processing.

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2. Date Filtering

Use the date picker to filter leads based on when they were created or last active. You can choose from presets like:
  • Today
  • Yesterday
  • This Month
  • Custom Range

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3. Viewing Details

Clicking on the Details icon in the Metadata column opens a sidebar with all captured variables and technical data associated with the lead.

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4. Jumping to Conversations

The Conversation icon takes you directly to the Conversations page with that lead’s history pre-selected, allowing you to see the context of their inquiries.
Leads are automatically created the moment a user starts a conversation with your agent. If they provide an email or phone number, it will be automatically updated in the table.