CRM & leads
Leads captured from chats fill your CRM automatically, with pipeline stages that move as conversations progress.
6 min read · CRM & leadsA CRM that fills itself
When the agent detects buying intent, it captures a lead with interest, priority, and source — no manual entry. The CRM uses a dynamic schema, so you define the fields that matter for your business.
Work the pipeline
- Built-in stages: New, Contacted, Interested, Callback, Qualified, Quotation sent, Won, Lost, Not interested and Not reachable.
- Filter by status, and export leads or contacts to CSV any time.
- Import existing contacts with CSV, tagged by source.
Set your Leads and Customers schema early in onboarding so captured fields map cleanly instead of landing as 'Not set'.
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