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Getting Started

4 min read · July 3, 2026

Viewing Conversations & Managing Leads

Every conversation your bot has is captured for you to review, and every visitor who shares contact details becomes a lead you can act on. Here's how to find, read, and follow up on them from your da…

Every conversation your bot has is captured for you to review, and every visitor

who shares contact details becomes a lead you can act on. Here's how to find,

read, and follow up on them from your dashboard.

Where this fits: This is the payoff after your bot goes

live. For what happens behind the scenes,

see How Lead Capture Works.

Where to find your leads

Open your bot and go to Contacts → Leads. This is your command center for

everyone the bot has talked to.

At the top you'll see four at-a-glance metrics:

MetricWhat it tells you
Total LeadsHow many leads the bot has captured
Capture RateShare of conversations that became leads
EngagementHow actively visitors interact with the bot
ConversationsTotal conversations in the period
The Leads dashboard showing the metric cards and an empty leads table with search, filters, and CSV export.
The Leads dashboard before your first conversation — this is where new leads will appear.

Reading the leads table

Each lead is a row with these columns:

  • Date — when the conversation happened
  • Name, Email, Phone — the captured contact details
  • Classification — the lead type (e.g. sales vs. service)
  • Source — where the visitor came from (attribution)
  • Messages — the conversation length; open it to read the full transcript
A populated Leads table with several captured leads.
Every lead at a glance — sortable, searchable, and one click from the full conversation.

Reading a full conversation

Click a lead's Messages (or the row) to open the complete transcript. You'll

see exactly what the visitor asked and how your bot responded — perfect context

before you follow up.

A single lead's conversation transcript with the captured contact details.
Open any lead to read the whole conversation and see the captured details together.

Find the right lead fast

  • Search by name, email, or phone.
  • Filter by Date to focus on a time range.
  • Select category to narrow by classification.

Export your leads

Click Download CSV to export your leads for your CRM, email tool, or

spreadsheet — handy for bulk follow-up or reporting.

💡 Tip: Pair exports with your notification alerts: respond to hot leads

immediately via email, and use the CSV for periodic pipeline reviews.

Following up

Reach out while intent is high — reference their conversation so your first

message feels personal and relevant. Fast, contextual follow-up is where chatbot

leads turn into customers.

What's next?

That completes your Getting Started journey — your bot is live, trained, styled,

and capturing leads you can act on. 🎉

Want to go further? Explore integrations, analytics, and more across the

Help Center, or contact support

anytime.

Need a hand?

Can't find what you need? Our team is happy to help.

→ Submit a ticket · Back to Help Center

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