Understanding Lead Information
The Leads section stores contact information captured from conversations with your AI Assistants. Each lead record contains the visitor's contact details, the bot that captured the lead, and information about where and when the lead was collected.
Use this information to identify potential customers, review their conversations, and understand how each lead was captured.
Lead Information at a Glance:
The Leads table displays the following information:
| Column | Description |
| Name | visitor name when collected |
| visitor email | |
| Phone | phone number when collected |
| Bot | which bot captured the lead |
| Conversation | linked conversation identifier (open to review chat history) |
| Source | capture pathway shown as Agent, Widget, or Admin |
| Captured | date and time the lead was stored |