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The Leads page lists every contact your chatbot has captured. Setting up how leads are captured happens in lead collection; this page is about working the list.

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The leads list

Each lead shows the contact details you collect (name, email, phone, and any custom fields), when it was captured, and the conversation it came from. Filter by open, archived, and starred, and use bulk actions to star, archive, or delete several leads at once.

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Inside a lead

Open a lead to see the full details plus the conversation transcript that produced it, so follow-up always has context. From here you can jump into the conversation in Chat History and reply directly if the visitor is still around.

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Getting leads into your tools

  • Email: turn on Enable Lead Notifications in Leads → Settings and each lead is emailed to your team as it arrives.
  • Webhook: the Leads webhook posts each capture to your endpoint, perfect for CRMs and automation. See Webhooks.
  • Export: download the list as CSV for a bulk import into any CRM.
  • The fields, triggers, templates, and booking integration live in lead collection.
  • Escalation behavior after a lead is captured is the Auto-escalate on lead capture toggle there, working with human support.