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Feature · Lead Collection

Lead Collection: Organizing Your Prospects

Every prospect in one place: automatic recognition, status tracking, and CSV export - so no opportunity slips through.

Sources
NewNot contacted yet
ContactedIn progress
ConvertedBecame a paying customer
DismissedDidn't work out
Overview

What Can Lead Collection Do?

Lead Collection keeps every prospect's data and their conversation in one clear place, organized by status.

Automatic Recognition
The Chatbot recognizes prospects in conversations and captures their contact details, so no opportunity slips through.
Name and Email Capture
Every lead is stored linked to its conversation, with basic details, so you can reach out right away.
Status Tracking
Mark leads as new, contacted, converted, or dismissed, and always know where your sales process stands.
Add Notes
Attach your own notes to every lead, so your team always knows what's happened with a given prospect so far.
Linked Conversation
See the relevant part of the conversation behind every lead, so you know exactly what sparked the interest.
CSV Export
Export your lead list as CSV, so you can easily move it into another system or share it with your team.
Why It Matters

What Benefits Can Lead Collection Bring?

A prospect isn't lost because there was no demand, but because no one followed up with them in time. Lead Collection automatically captures every important conversation, so your team instantly knows who to reach out to, instead of digging through chat logs.

Status tracking - new, contacted, converted, dismissed - makes the sales process transparent for the whole team: everyone can see which prospects are still waiting for a reply and which have already moved forward. CSV export lets you move lead data into the CRM or spreadsheet tool you already use.

Lead collection illustration
Process

What Can a Good Lead Achieve?

Good lead handling is four steps: a conversation produces a lead, your team responds instantly, that builds trust, and it ends with a long-term customer. Lead Collection takes the first two steps off your plate - capture and visibility.

Lead Collection is available on the Business plan and up; the Starter plan doesn't include it.

Lead ArrivesInstant ResponseTrust BuildsLong-Term Customer
Lead ArrivesInstant ResponseTrust BuildsLong-Term Customer
Use Cases

What Are the Benefits of Lead Collection?

Fewer Lost Prospects
Every opportunity from a conversation stays on record, instead of disappearing with a single click.
Faster Response Time
Your team sees new prospects right away and can reach out to them sooner.
Transparent Sales Process
Status tracking lets everyone see where things stand with a given prospect.
Easy Integration with Other Tools
CSV export makes it easy to move lead data into your CRM or another tool.
GYIK

Frequently Asked Questions

Collection, statuses, export, plans.

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I have a question

The Chatbot recognizes prospects in conversations and automatically captures their basic details.

Yes, Lead Collection supports four statuses: new, contacted, converted, and dismissed.

Yes, every lead appears linked to its session, along with the relevant part of the conversation.

Yes, Lead Collection supports filtering by date, Chatbot, and status too.

That's not currently part of Lead Collection.

Every lead is stored linked to its conversation, with a name and email, so you can reach out right away.

Yes, you can attach a note to every lead, so your team always knows where things stand with that prospect.

Yes, the full lead list can be exported as CSV, so you can easily move it into another system.

Yes, every Chatbot has its own lead list, gathered from the conversations that belong to it.

Lead Collection is available on Business and higher plans - the Starter plan doesn't include it.

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