Leads

The Leads page lists every visitor whose contact details Sam captured during a conversation. This includes lead-capture forms, callback requests, and contact info volunteered mid-chat.

What’s in the list

Each lead row shows:

• Name
• Email
• Phone (if captured)
• Source — which widget or form captured the lead
• Status — New, Contacted, or Converted
• Captured date

Filters and search

The search bar matches name, email, and phone. Filters available:

• Status — New / Contacted / Converted
• Source — by widget or form type
• Date range — captured between two dates

Updating lead status

Click any lead to open the detail modal. Update the status using the dropdown:

• New — default state when Sam captures a lead
• Contacted — your team has reached out
• Converted — the lead became a customer

Status changes save immediately.

Exporting to CSV

The Export CSV button at the top of the page downloads all currently filtered leads. The file contains these columns:

• Name
• Email
• Phone
• Source
• Status
• Captured date

The export respects your active filters — if you filter to “New” leads from one widget, only those rows are exported.

How Sam captures leads

There are three ways a lead enters this list:

1. Lead capture form — a structured form Sam shows mid-conversation (all plans)
2. Callback request form — visitor asks to be called back (all plans)
3. Inferred from conversation — Sam picks up an email or phone number from the visitor’s messages

You configure which forms are enabled in the Widget Editor.