Understanding the Leads Table
Read and navigate your list of captured leads.
UNDERSTANDING THE LEADS TABLE
The Leads tab shows every lead your AI has captured, sorted by most recent first.
TABLE COLUMNS
- •Name — the prospect's name as captured by the AI
- •Contact — email and/or phone number
- •Status — current stage of the lead (New, Qualified, Contacted, Closed)
- •Date — when the conversation took place
- •Actions — buttons to view details or update the status
FILTERING BY STATUS
Use the filter dropdown at the top of the table to show only leads in a specific status. This is useful for focusing on new leads that need follow-up or reviewing closed deals.
CLICKING A LEAD
Click any row to open the lead detail page. You will see the full AI conversation transcript, the qualification summary, and the lead's contact information.
GOOD TO KNOW
Leads are paginated at 20 per page. Use the Previous and Next buttons at the bottom of the table to navigate.
Can I export my leads to a CSV or spreadsheet?
CSV export is on the roadmap. For now, contact support if you need a bulk export.
Are leads deleted if I cancel my subscription?
Your lead data is retained for 90 days after cancellation. You can reactivate your subscription within that window and recover all your leads.