Leads
How enquiries submitted from the widget become leads, and how to manage them.
Visitors can submit their name, email, and a message from the widget's enquiry form. Each submission becomes a lead you can track through a simple pipeline.
Where to find leads
- Per agent — Dashboard → Agents → your agent → Leads shows leads for a single agent, with status filtering and CSV export scoped to that agent.
- Organization-wide — Dashboard → Leads lists leads across every agent in your organization, with search by name/email/message, pagination, and CSV export.
Managing a lead
Each lead has a status: New, Contacted, Qualified, Closed, or Lost, plus a priority indicator (high/medium/low). Opening a lead shows:
- Name, email, and message
- The conversation the lead came from
- Metadata like device and referrer
- Activity notes you add over time
From here you can change status and priority, mark a lead as contacted, add notes, or delete it.
Notifying your team about new leads
Two ways to get notified when a new lead comes in:
- Custom Actions — configure
send_notificationon the agent so the model can proactively notify Slack/email during the conversation. See Custom Actions. - Lead webhooks — configure a webhook under Settings to receive an HTTP callback every time a lead is created, regardless of what the agent does. See Lead Webhooks Reference.
The enquiry form itself lives on the public widget — there's currently no dashboard builder for customizing its fields beyond name, email, and message.