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SiteGPT’s lead management system helps you capture visitor information, qualify prospects, and route leads to your sales team. All collected leads appear in your leads dashboard with conversation context and custom data.

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Lead collection

Your chatbot can collect lead information in several ways:

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Automatic collection

Configure your chatbot to automatically request contact information when:
  • Users ask specific questions (pricing, demos, sales)
  • Conversations reach a certain length
  • Users express buying intent
  • Custom triggers you define

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Manual collection

Users can voluntarily provide their information through:
  • Lead capture forms in the chat interface
  • Email verification for continued support
  • Custom fields you configure

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Lead dashboard

The leads dashboard displays all captured leads with powerful management features:

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Lead information

Each lead shows:
  • Contact information - Name, email, phone number
  • Custom data - Any additional fields you collect
  • Conversation history - Full chat transcript
  • Lead status - New, contacted, qualified, converted
  • Timestamps - When the lead was captured

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Searching and filtering leads

Find specific leads quickly using search and filters: Search functionality:
  • Use the search bar to find leads by name or email address
  • Results update in real-time as you type
  • Search works across all filter categories
Filter options:
  • All Leads - View every captured lead
  • Open - Leads that haven’t been archived (default view)
  • Archived - Leads marked as archived
  • Starred - Leads marked as important
  • Not Starred - Leads without importance flag
Combine search with filters to narrow results (e.g., search for “acme” and filter by “Starred”).

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Bulk operations

Manage multiple leads simultaneously for efficient workflow: Selecting leads:
  • Check the box next to individual leads to select them
  • Use the “Select All” checkbox in the table header to select all visible leads
  • Selected count is displayed at the bottom of the page
Bulk actions available:
  • Mark as Important - Flag multiple leads as high-priority
  • Unmark as Important - Remove importance flag from multiple leads
  • Mark as Archived - Archive multiple leads at once
  • Mark as Unarchived - Restore multiple archived leads
  • Delete - Permanently remove multiple leads (with confirmation)
Use cases for bulk operations:
  • Archive old or unqualified leads in one action
  • Mark all leads from a campaign as important
  • Clean up duplicate or test leads
  • Organize leads after reviewing conversations

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Organizing leads with tags

Tags help you categorize and organize leads for better tracking and follow-up.

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Viewing lead tags

Lead tags are displayed in the leads list and in the lead details panel. Tags are stored at the conversation level, so any tags added to a lead’s conversation will be visible in the lead details.

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Adding tags to leads

You can tag leads through their associated conversations manually or automatically: Manual tagging:
  1. Click on a lead to open the lead details panel
  2. Click on any conversation associated with that lead
  3. In the conversation view, click View Details or the tag icon
  4. Click Add tags in the conversation details panel
  5. Type a tag name and press Enter (tags are created automatically if they don’t exist)
  6. Click the checkmark to save your tags
Automatic tagging: When a user clicks on a conversation starter (suggestion) to begin their first message, the chatbot automatically adds a tag with the conversation starter’s title. This helps you track which conversation starters led to lead conversions.

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Tag use cases for leads

Common ways to use tags for lead organization:
  • Lead source - Tag by where the lead came from (website, campaign, referral)
  • Product interest - Categorize by which product or service they’re interested in
  • Lead quality - Mark as hot, warm, or cold leads
  • Industry - Organize by customer industry or vertical
  • Deal stage - Track progress through your sales pipeline
  • Follow-up priority - Tag leads requiring immediate attention
  • Conversation starter tracking - Automatically tagged when users click conversation starters
Tags are shared across your chatbot and can be used for both chat history and leads. Tags added to a conversation will be visible when viewing that conversation from either chat history or lead details.

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Custom lead fields

Collect specific information relevant to your business:
  1. Navigate to Leads > Settings
  2. Add custom fields (text, dropdown, checkbox)
  3. Configure when to collect each field
  4. Save your lead collection settings
Examples of custom fields:
  • Company name
  • Industry
  • Budget range
  • Timeline
  • Specific product interest

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Lead qualification

Qualify leads automatically based on:
  • Responses to specific questions
  • Custom field values
  • Conversation topics
  • User behavior
Mark leads as:
  • Important - High-priority prospects
  • Archived - Unqualified or closed leads
  • Resolved - Successfully converted

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Human support escalation

Route qualified leads to your sales team:
  1. Navigate to Leads > Human Support
  2. Configure escalation triggers
  3. Set up team member assignments
  4. Define escalation notifications
When a conversation is escalated:
  • The chat mode switches from AI to Agent
  • Assigned team members receive notifications
  • Full conversation context is preserved
  • Agents can respond in real-time

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Lead notifications

Receive instant notifications when:
  • New leads are captured
  • High-value leads are identified
  • Conversations are escalated
  • Leads require follow-up
Configure notifications via:
  • Email
  • Slack integration
  • Webhook to your CRM
  • Zapier automation

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Exporting leads

Export lead data for:
  • CRM import
  • Sales team distribution
  • Marketing campaigns
  • Analytics and reporting
Integrate SiteGPT with your CRM using webhooks or Zapier to automatically sync leads to your sales pipeline.

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Best practices

  • Keep forms short - Only collect essential information
  • Provide value first - Answer questions before requesting contact details
  • Be transparent - Explain why you’re collecting information
  • Follow up quickly - Respond to qualified leads within minutes
  • Use custom fields - Collect data that helps prioritize and route leads
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