The All Leads module provides a centralized location to view and manage every lead captured through your chatbots. Whenever a visitor shares their information or interacts with your chatbot, their details are automatically stored here for follow-up and qualification.
Lead Statistics
At the top of the page, the system displays:
New Leads
Shows the number of newly captured leads.
Qualified Leads
Shows the number of leads that have been marked as qualified.
Example:
New: 0
Qualified: 0
Refresh Leads
The Refresh button reloads the latest lead data.
Purpose
- Fetch newly captured leads.
- Update lead statuses.
- Synchronize lead information.
Lead Capture Sources
Leads are automatically created when visitors:
- Enter their email before chatting.
- Fill custom visitor fields.
- Request human assistance.
- Interact with the chatbot widget.
Lead Information
Each lead can include:
- Name
- Email address
- Phone number
- Company
- Website
- Custom fields
- Chat history
- Lead score
- Lead status
- Chatbot source
Lead Lifecycle
Visitor opens chatbot
↓
Provides contact information
↓
Starts conversation
↓
Lead is created
↓
Stored in All Leads
↓
Qualified and assigned
Lead Statuses
Leads can progress through different stages:
- New
- Qualified
- Assigned
- Contacted
- Converted
Empty State
When there are no captured leads, the page displays:
No Leads Yet
Leads will appear here once users start chatting with your chatbots
Integration with Other Modules
The All Leads module works together with:
Inbox
Access visitor conversations and continue communication.
Lead Management
Organize and manage captured leads
Lead Scoring
Automatically score leads based on engagement and collected information.
Analytics
Track lead generation performance and conversion metrics.
Lead Qualification
Leads can be qualified using:
- Collected email address
- Conversation activity
- Visitor information
- Chat engagement
- Lead score
- Custom qualification rules