Tracking Sales Leads

The instructions below are for desktops and laptops only.

• Viewing Captured Sales Leads
  Once visitors interact with your AI agent, their contact information and conversation details are recorded in the Sales Leads section. Here, you’ll find:

  • The AI agent name associated with the lead.
  • The client’s name, email, and phone number.
  • A conversation summary, highlighting key details about the customer’s request.

• Reviewing Chat Summaries

  • Click the eyeball icon next to a lead to view a detailed chat summary.
  • This summary provides insights into the customer’s requirements and what they are looking for.
  • Example: If a customer requests a brochure or a specific service, it will be noted here for follow-up.

• Downloading Full Chat Transcripts

  • Click the download button to save the full chat transcript as a text file.
  • Open the file to review the entire conversation, ensuring no details are missed.

• Updating Lead Status for Team Collaboration

  • If multiple team members are managing leads, you can update the status of each lead.
  • Example statuses include:
    • Emailed – Follow-up email sent.
    • Called – Contacted by phone.
    • Connected – Initial engagement completed.
    • Contract Sent – Proposal or contract shared with the client.
    • Deal Closed – Successful conversion into a paying customer.

• Receiving Sales Lead Notifications via Email

  • The system automatically emails chat summaries to the business email provided in the Business Info section.
  • This means you don’t have to log in to the dashboard each time—you’ll receive instant updates on new leads.
  • Emails include both the conversation summary and full chat transcript for quick access.

• Exporting Leads to a CRM or Google Sheets

  • Download leads as a CSV file for easy integration into your CRM.
  • Open the file in Google Sheets or Excel to manage contacts, track follow-ups, and run marketing campaigns.

With the Sales Leads Dashboard, you can efficiently track, manage, and follow up with potential customers, ensuring your AI-driven sales process converts leads into real revenue.