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Open Configure > Tools > Leads to inspect leads and available conversation analysis.

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Views and filters

The current views are Analytics, Kanban, and List. Kanban organizes leads into AI categories, while the list provides a compact view for selection and review. Use search and the source, campaign, incoming-connection, and tag filters to narrow the records. Available lead data includes contact details, stage, lead score, AI category, summary, sentiment, source, tags, linked calls, appointments, and activity. These fields depend on what the conversation or integration captured; scores and classifications are analysis outputs to review, not guarantees of qualification.

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Manage leads

Open a lead for its details and activity history. Use the actions available in the current view to update category/stage or tags and inspect linked records. Selecting multiple leads exposes bulk category changes, adding tags, and deletion. Review the selected set before deleting. The current page does not provide a general bulk team-assignment workflow or a separate Grid view. Use the controls actually offered by your account.

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Analytics and export

The Analytics view summarizes available lead counts, scores, categories, sources, sentiment, and pipeline measures. Export downloads lead data to CSV. Check the export itself before treating it as identical to a filtered screen view. Contacts is the unified contact database; a contact is not automatically a qualified CRM lead. Chat-widget lead capture also creates linked leads that you can review from Chat Logs.