Leads
Central Lead Management
Leads
Central Lead Management
Centralized lead management system for AI Chat Assist
Overview
Central Lead Management is the single source of truth for all leads captured across AI Chat Assist. Every lead collected from chatbots, workflows, WhatsApp campaigns, imports, or integrations is stored, updated, and managed here.
Why Central Lead Management Matters
Most businesses lose leads because data is:
- Scattered across tools
- Manually updated
- Not followed up consistently
AI Chat Assist centralizes everything so no lead is missed.
What This Page Covers
On this page, you can:
- View all leads in one place
- Track lead source and activity
- Manage lead status and attributes
- Prepare leads for automation or CRM sync
Lead Lifecycle
Each lead follows a lifecycle:
- Captured via chatbot or workflow
- Enriched with data and tags
- Segmented automatically
- Synced to CRM or campaigns
- Followed up or converted