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Every campaign has a Leads tab listing everyone in it, what state their conversation is in, and whether they have an appointment booked.

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The table

A number without a country code is shown in red with a warning. Hover it to see the corrected form, because a number without a country code cannot be messaged.

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Conversation states

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Searching and filtering

Search matches leads by name, phone or email. Filters narrows the list by:
  • Conversation state — one of Active, Ready, Error, Started or Qualified (a completed conversation), or all of them.
  • Date range — a from and a to date.
The button shows how many filters are active, the current filters are summarised inside it, and Clear all removes them in one go. Two more filters appear under the search when they apply:
  • All / WhatsApp / Instagram, on an account that uses both channels.
  • Tags, once at least one lead carries a label. Picking several shows leads with any of them.

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Looking at one lead

Each row ends with three buttons:
  • View conversation — the full message history. See Conversation history.
  • View lead info — the contact details, every answer collected from this lead, and the language the assistant writes to them in. See Lead language.
  • Delete lead.

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Exporting

Open the ⋮ menu and choose Export to CSV. It downloads the leads currently listed, including the information collected from them.
Phone numbers must include a country code. Whappy flags a number missing one and suggests the corrected form, because a number without a country code cannot be messaged.