Leads
Leads Table
The Leads Table is a dedicated view in your dashboard that shows all contact form submissions separately from regular conversations. This makes it easy to focus on potential customers and manage your leads effectively.
How to Access the Leads Table
Click the people icon on the Home-Page to see the conversation history of each chatbot
You'll see two tabs at the top: "Conversations" and "Leads"
Click on the "Leads" tab to view all your leads
What You'll See
The Leads table displays:
Name: The lead's name
Email: The lead's email address
Phone: The lead's phone number (if provided)
Date: When the lead was collected
Time: The exact time the lead was collected ( According to the timezone set up in the chatbot settings)
Chat Link: A button to view the full conversation that led to this lead
Using the Leads Table
Viewing Leads:
All leads are displayed in a clean, organized table
Leads are paginated, showing 10 per page
Use the pagination controls to navigate through multiple pages
Viewing the Full Conversation:
Click the "View" button next to any lead
This takes you to the complete conversation history
See exactly what the user asked and how your chatbot responded
Downloading Leads:
Click the "Download All" button at the top right
This exports all your leads to an Excel file
Perfect for importing into your CRM or email marketing tools
Benefits
Focus on Sales: Quickly identify and prioritize potential customers
Better Organization: Separate leads from general conversations
Easy Export: Download leads for use in other tools
Complete Context: See the full conversation that generated each lead
Time Tracking: Know exactly when each lead was collected
Best Practices
Review your leads regularly to ensure timely follow-up
Export leads weekly or monthly for your sales team
Use the conversation history to personalize your outreach
Track which chatbot interactions are generating the most leads
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