Sales & Leads

The Sales & Leads tab automatically extracts sales opportunities from your assistant's conversations: who was interested in which product, who asked for prices, who came close to buying — everything you need to follow up, in one list.

How Leads Are Created

The AI analyzes customer conversations and flags those showing purchase intent. Signals like price questions, product comparisons or delivery/appointment requests turn into a lead score. You never add leads manually; the list fills itself.

Managing Leads

• Status tracking: update each lead's status (new, contacted, won, lost).
• Notes: add your own notes next to the conversation summary.
• Export: download the lead list as CSV for your CRM.
• Conversation link: open the source conversation with one click.

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