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Leads and Contacts Overview

The difference between leads and contacts in Chatvox, and how each one is created from your agent's conversations.

Chatvox keeps two kinds of customer records for each agent: leads and contacts.

Leads Contacts
What it is Contact details a visitor gave in a conversation. A known customer recognized across conversations.
How it’s created The visitor fills in the lead form from the Collect Leads action. Your website identifies a signed-in user, or a customer messages you on WhatsApp.
Best for Sales follow-up and marketing. Seeing every conversation with one customer.
Where to find it Activity > Leads in your agent Activity > Contacts in your agent

A lead captured from an identified customer is linked to their contact, so you can see it on the contact’s page.

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