Leads Management
View, filter, and export leads captured by your agents.
Analyzing Leads
The Leads page aggregates contacts from all your agents into a single view.
- Date Filter: Use the date picker to narrow down leads (e.g., "Last 7 Days", "Last Month").
- Bot Breakdown: A pie chart showing which specific agent is generating the most leads.
- Trend Chart: A line graph displaying the daily volume of new leads.
Data Quality
We assign a Data Quality Score (High/Medium/Low) to each lead:
- High: Valid email syntax + Valid phone number format + Name present.
- Medium: Valid email OR phone + Name present.
- Low: Missing key contact info or invalid formats.
Exporting Data
Click the "Export CSV" button to download a .csv file compatible with Excel, Google Sheets, or CRMs (HubSpot, Salesforce).
- Columns included: Name, Email, Phone, Agent Name, Date, Source URL, Chat Transcript Link.
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