Summary
The Leads Report helps you measure how effectively your AI agent converts conversations into sales opportunities. Use this report to track lead generation performance, monitor qualification rates, understand where your leads are coming from, and identify opportunities to improve your sales funnel.
Instructions
The Leads Report provides insights into how your AI agent engages visitors, captures contact information, qualifies potential customers, and schedules meetings.
Whether you're generating leads through your website, WhatsApp, or other channels, this report helps you understand how your AI contributes to your sales pipeline.
Use this report to:
Track lead generation performance
Measure lead qualification rates
Monitor meeting bookings
Identify high-performing lead sources
Evaluate the impact of after-hours lead capture
Review lead generation metrics
The Core Lead Metrics section provides a high-level overview of your lead generation performance.
1. Visitors
Shows the total number of visitors who started a conversation with your AI agent.
2. Leads engaged
Shows the number of visitors who actively interacted with the AI agent and provided their contact information.
3. Qualified leads
Shows the number of captured leads that meet your predefined qualification criteria.
Qualification criteria may include factors such as:
Budget
Business size
Timeline
Product interest
Other custom requirements
4. Meetings booked
Shows the number of demos, calls, consultations, or appointments successfully scheduled by the AI agent.
5. After-hours leads
Shows the number of leads captured outside of your regular business hours.
This metric highlights opportunities that may have been missed if support or sales teams were unavailable.
Use this data to understand the value of providing AI-powered lead capture 24 hours a day.
Analyze the lead journey
The Lead Journey Analysis section helps you understand how prospects move through your lead generation process.
1. Lead funnel
The lead funnel provides a visual breakdown of each stage in the lead journey.
Typical stages may include:
Visitors (initial conversation)
Leads engaged
Leads qualified
Meeting booked
Reviewing the funnel can help you identify where potential customers drop off and where improvements may be needed.
2. Lead sources
Shows which channels and platforms generate your lead conversations.
Examples may include:
Text
Voice
After hour leads
Comparing lead sources can help you:
Identify your highest-performing channels
Understand where qualified leads originate
Optimize marketing and customer acquisition efforts
Review AI-generated insights
Some charts within the Leads Report may include an AI-generated Summary.
This summary automatically analyzes the report data and highlights:
Significant trends
Lead generation patterns
Key opportunities for improvement
These insights can help you quickly understand important changes in performance without manually reviewing every chart.
Use the report to improve lead generation
Regularly reviewing the Leads Report can help you:
Increase lead capture rates
Improve qualification processes
Identify the most valuable lead sources
Measure the impact of AI on your sales pipeline
Capture opportunities outside business hours
By understanding how visitors move through your lead funnel, you can make informed decisions to improve both lead quality and conversion rates.