The Leads page collects visitor contact information captured during chat interactions. Every time a visitor fills out a contact form in the chat (for example, when requesting a human agent or asking about an order), a lead is created with their name, email, phone number, and the full conversation transcript.
Access the Leads page from the sidebar by clicking Leads.
Leads are automatically created by several features. Each lead is tagged with the type of interaction that triggered it:
| Tag | Description |
|---|---|
| Agent Request | Visitor requested to speak with a human agent (via Human Agent Handoff or Live Chat) |
| Order Question | Visitor asked about an order status and submitted the order form |
| Coupon Request | Visitor requested a discount coupon through the chatbot |
| Refund Request | Visitor asked for a refund on an existing order |
| Cancellation | Visitor requested to cancel an order |
| Order Resolved | An order question was resolved by the chatbot |
| Coupon Created | A coupon was successfully generated for the visitor |
To receive leads, make sure the relevant features are enabled in Chatbot > Features (for example, Human Agent Handoff, Order Questions, or Coupon Creation).
The Leads page displays a table with all captured leads, sorted by most recent first. Each row shows:
| Column | Description |
|---|---|
| Date | When the lead was captured (displayed in your local timezone) |
| Name | The visitor name as submitted in the form |
| Clickable email address (opens your email client) | |
| Tag | Color-coded badge showing the type of interaction |
| Status | Current state of the lead (New, Handled, or Closed) |
| Actions | Buttons to update the lead status |
Click on any row to expand the Lead Details Panel with the full conversation transcript and additional information.
If the same visitor submits multiple forms (for example, first asks about an order and then requests a human agent), the additional submissions appear as Follow-up Submissions under the original lead, keeping everything grouped together.
Clicking a lead row reveals two panels side by side:
The full conversation between the visitor and the AI chatbot, including:
Each lead has a status you can update to track your progress:
| Status | Meaning | Available Actions |
|---|---|---|
| New | Fresh lead, not yet reviewed | Mark Handled, Close |
| Handled | You have contacted or addressed this lead | Close |
| Closed | Fully resolved, no further action needed | Reopen |
New leads are highlighted with a green indicator so they stand out. Use the status actions to keep your lead pipeline organized.
Use the filter bar at the top to narrow down your leads:
Click Filter to apply, or Clear to reset all filters.
Leads are paginated at 25 per page. Use the page navigation at the bottom to browse through older leads.
| Feature | Free | Starter | Advanced | Boost |
|---|---|---|---|---|
| Lead capture (up to 5 visible) | ✅ | ✅ | ✅ | ✅ |
| Full leads access (all rows) | ❌ | ❌ | ✅ | ✅ |
On the Free and Starter plans, leads are captured and stored, but only the first 5 are visible. The remaining rows are blurred with an "Upgrade Plan" prompt. Upgrade to Advanced or above to unlock full access to all leads.