Leads Dashboard

The Leads Dashboard is the central hub where you can view, manage, and interact with all leads in your system. It provides an overview of lead details, statuses, and their latest interactions.

Features of the Leads Dashboard

1. Lock Lead

Leads can be locked to prevent the AI agent from responding to them automatically. This is useful in cases where human intervention is required, or when a lead should no longer be engaged.

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  • How to Lock a Lead: Select the checkbox next to a lead and click on the lock icon. This will prevent further automated messages to that lead.
  • Why Use This? If a lead requires specific handling, locking prevents unwanted AI responses.

2. Message Lead

You can manually send messages to leads by clicking on their contact number. This opens the chatbox where you can directly communicate with the lead.

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  • How to Send a Message: Click on the phone number in the lead list, which will open the chat interface.
  • Use Case: This feature is useful when a lead requires assistance which is beyond AI capabilities.

3. Smart Columns

Smart Columns allow you to customize the lead table to display the most relevant information for your business needs. This ensures a clear and organized view of the key lead details in one place.

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  • Customization: You can configure which columns appear based on the attributes that matter most to your sales pipeline.
  • Why Use This? Helps organize data better by focusing on the key metrics that drive conversions.

4. Export Data

You can export the entire lead data into an Excel format for external analysis and reporting.

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  • How to Export: Click on the settings menu and select Export to download lead data in a structured format.
  • Why Export? Useful for keeping offline records, sharing with sales teams, or conducting advanced data analysis.

5. Lead Insights

The dashboard allows you to ask for lead insights directly from the system. You can inquire about key business trends and customer behavior.

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  • How to Ask Insights: Click on the Ask Me button and type questions like “Why are my leads not converting?”
  • Why Use This? Helps in decision-making by providing data-driven insights into customer engagement patterns and sales bottlenecks.

6. Filter Leads by Status

You can filter leads based on their status to focus on specific groups, such as Cold, Warm, Hot, Converted, or Dead leads.

  • How to Apply Filters: Click on the filter button and select the desired lead status.
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By leveraging these features, businesses can efficiently track and engage with leads, improve conversion rates, and streamline their sales processes.

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