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Each campaign has a Leads tab listing every contact in it. Here you can see the state of each conversation, read the message history, check the information the assistant collected, and keep contact details current.

The leads table

Lead information displayed

Contact details:
  • Name: the lead’s name, with an Opted out badge when they asked not to receive promotional messages
  • Contact: the phone number, or the Instagram @username for a lead who wrote on Instagram
  • Email: the email address, if you have one
  • Labels: on campaigns for existing customers only, the labels on this customer
Status indicators:
  • Conversation: Ready, Started, Active, Paused, Completed or Error
  • Appointment: the date and time of the booking, or No appointment
Actions:
  • View conversation: the message history and the information collected
  • View lead info: the lead’s profile, with every answer collected and the language the assistant writes to them in

Search and filtering

Search bar:
  • Search by name, phone number or email
  • Results update as you type
  • Clear the search to see all leads
Filters:
  • Conversation state and a date range, from the Filters button
  • All / WhatsApp / Instagram, on an account that uses both channels
  • Tags, once at least one lead carries a label
See Viewing leads for every column, state and filter.

Adding new leads

Open the ⋮ menu and choose Add a lead to add one contact by hand, or Import from CSV for a list. See Adding & managing leads.

Required information

  • Name (required)
  • Phone number in full international format (required)

Optional information

  • Email
  • Additional information: your own fields with any extra data

Adding custom information

  • Click Add field to create a custom field
  • Enter the field name and its value
  • Useful for storing budget, company size, project details, and anything else the assistant should know
Example custom fields:

Viewing lead details

Conversation

Click View conversation to read the whole exchange between the lead and the assistant, with the information collected along the way. See Conversation history.

Lead info

Click View lead info to see the lead’s profile: Contact details:
  • Name, phone and email
  • How the lead is known on each channel, when they are on more than one
  • Language: the language the assistant writes to them in and where it came from, with Change to set it yourself
Other lead information:
  • Every custom field and every answer collected in conversation

Lead status indicators

Conversation status

Appointment status

  • Calendar icon and date: a meeting is booked, shown at that date and time
  • No appointment: nothing booked yet

Managing your leads

Organisation tips

  • Use labels: on campaigns for existing customers, labels choose who an announcement goes to
  • Regular review: check conversation progress regularly
  • Follow up: use the appointment date for meeting preparation
  • Data quality: keep contact information updated

Common actions

  • Search: find a lead quickly by any contact detail
  • Filter: narrow the list by state, date, channel or label
  • Review conversations: check qualification progress and how the assistant performs
  • Delete: one lead from its row, or several at once with Delete selected; conversations are kept
  • Export: Export to CSV in the ⋮ menu downloads the leads currently listed

Pagination

When you have many leads, the pager at the bottom of the tab moves between pages. It is only shown when there is more than one page.

Best practices

Lead management

  • Regular monitoring: check new conversations daily
  • Label consistently: use the same labels across similar customers
  • Update information: keep lead data current as you learn more
  • Country codes: a number without one is flagged in red and cannot be messaged

Conversation review

  • Check the assistant’s performance: review how well it qualifies leads
  • Identify patterns: look for common questions or concerns from leads
  • Optimise flows: use what you learn to improve your funnel
  • Follow up: act on completed conversations and booked appointments

Data organisation

  • Meaningful labels: use labels that help with follow-up and targeting
  • Custom fields: track information specific to your qualification process
  • Clean data: remove or correct incomplete or incorrect information

Lead sources

Leads appear in the table from several sources:
  • Instagram: people who message you or comment on a post, on a campaign that talks on Instagram
  • Manual addition: contacts you add with Add a lead
  • CSV import: lists you import
  • API/Webhook: leads sent from your own systems
  • Integrations: contacts from connected tools such as Zapier, Make, your CRM, Meta lead ads or Shopify
Use the search to find a lead quickly before an important call or meeting. It works across names, phone numbers and email addresses.