View Captured Leads #
The Leads Dashboard provides a centralized location for managing all leads collected by your AI agents.
Access Your Leads #
- Log in to ChatShiftAI.
- Open AIChatAgent Dashboard.
- Navigate to Leads.
You will see all captured leads associated with your account.
Lead Information #
Each lead record may include:
- Name
- Email Address
- Phone Number
- Company Name
- Lead Source
- Collection Date
- Conversation History
Reviewing Lead Details #
Select any lead to view:
- Contact information
- Chat history
- Lead qualification details
- Associated conversations
Lead Sources #
Leads may originate from:
- Website Widget
- Landing Pages
- WhatsApp Integrations
- AI Conversations
Understanding lead sources helps measure performance and marketing effectiveness.
Search and Filter Leads #
Use available filters to locate specific contacts.
Examples:
- Name
- Email Address
- Date Range
- Source
- Status
Managing Leads #
Businesses often use lead information for:
- Sales follow-up
- Customer support
- Marketing campaigns
- Product inquiries
Best Practices #
- Review new leads daily.
- Follow up quickly.
- Maintain accurate contact records.
- Remove duplicate entries when necessary.
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