Analytics · Leads
Work your chatbot pipeline
The Leads tab collects every warm handoff from your bots. Review transcripts, capture contact details, and manage your pipeline without exporting data.
Pipeline Features
Manage and review every warm lead captured by your bots.
Inbox-Style Cards
Each lead row shows status (read/unread), capture time, assigned bot, and quick chips for email, name, or phone.
One-Click Expand
Click anywhere on a row (or press Enter/Space) to reveal the full chat conversation, with assistant/user bubbles rendered via markdown.
Source Citations
Within transcripts you can see whether the assistant referenced website links, documents, or FAQs for that answer.
Unread Tracker
The Leads tab displays a badge for unread counts, and expanding a card automatically marks it as read.
Safe Deletion
Use the trash icon to remove a lead, a confirmation modal prevents accidental loss of high-value prospects.
Simple workflow
Select one or more bots at the top of the Analytics Suite just like in the Activity tab.
Switch to the Leads tab. The badge next to “Leads” shows unread counts in real time.
Scan the list for key details. Hover the chips to copy email, phone, or name fields.
Expand any lead to see the entire conversation. Use the markdown formatting to copy/paste answers.
Delete leads you’ve processed or keep them for historical reference-the scroll view supports hundreds of entries.