Setup guide
Every chat, form, and popup can create a lead your team can follow up on.
Dashboard → Leads. New leads appear when visitors chat, submit forms, or convert on popups.
Use status filters (New, Contacted, Won, Lost) and search by name or email.
Click a lead to see contact info, source (widget, form, popup), and activity.
Move leads through your pipeline as you contact and close them.
Assign leads to team members so agents know who owns follow-up.
From Conversations, open "View lead" to jump to the CRM record for that chat.