Managing Leads
Review, edit, export, and delete the leads your agent has collected.
In your agent, go to Activity > Leads. The table lists every lead with its Name, Email, Phone, Source, Referrer URL, Campaign, and Date. Campaign comes from the link the visitor arrived through; see Campaign Tracking.
Leads appear here as soon as your agent collects contact details in a conversation.
Edit a lead
Select Edit lead on a lead to open it. You can update:
- Contact details: Name, Email, and Phone.
- Lead details: the custom fields collected by the Collect Leads action.
- Notes: internal notes for your team, such as follow-up status. With Smart lead collection, the agent adds a short summary of what the visitor wants, such as the plan or use case they mentioned. Customers never see notes.
Export leads
Select Export table to download your leads as a CSV file. Open it in Excel or Google Sheets, or import it into your CRM.
The file includes every UTM parameter in its own column: UTM source, UTM medium, UTM campaign, UTM term, and UTM content.
Delete leads
Select Delete on a lead, or select several leads and delete them together. Deleting can’t be undone.