Prospects

The Prospects section lets you view and manage every visitor who has interacted with your chatbot—even if they didn’t submit their contact info. It acts as a lightweight CRM, helping you qualify leads and prioritize follow-ups.

Prospect types

Prospects are automatically categorized based on their level of interaction:

• Visitors
  People who landed on the website but did not interact with the chatbot.

• Engaged
  People who interacted with the chatbot but didn’t leave any contact information.

• Leads
  People who submitted at least one contact field (name, email, phone). These are considered qualified leads and show up in the All Leads section of Conversations.

Prospect details

Clicking on any prospect opens a full profile with:

• Conversation history

• Device, browser, and location

• Traffic source and referral info

• Visit count, pages visited, and time spent

• Tags and personas (if assigned)

• Internal notes

• Lead stage label: Visitor, Engaged, or Lead

This gives you a complete view of how a visitor interacted with the bot and your site, helping you prioritize follow-up.

Starred tab

Use the Starred tab to highlight high-priority prospects—such as warm leads, decision-makers, or return visitors. It’s a simple way to flag contacts for later action or team review.

Exporting prospects

To export your data:

1. Go to the Export tab

2. Select your date range (up to 90 days)

3. Choose your export template (e.g., Default Export)

4. Optional: Check Include All Visitors to export non-leads too

5. Click Export to download a .xlsx file

This file can be imported into CRMs or used for reports and retargeting campaigns.