What you will learn
- How to review captured leads
- How to filter leads by Agent
- How to open the source conversation
- Why Leads may be unavailable
Check access
Lead Generation is available on Starter and above. If your workspace is on the free plan, the Leads page shows an upgrade prompt.
Review leads
Open Leads from the sidebar. The table can show name, email, phone, company, Agent, Channel, captured time, and the linked conversation.
Filter by Agent
Use the Agent filter in the header to focus on one Agent or review all Agents.
Open the conversation
Use the conversation link to understand what the visitor asked before sharing contact information.
No leads yet
If the page is empty, check that:- Lead Generation is enabled on the Agent
- The Agent is live on a Channel
- Visitors are reaching the Agent
- The conversation naturally asks for contact information
Next steps
Actions and Lead Generation
Enable and configure lead capture.
Conversations
Review the chat that produced a lead.