Managing Your Leads

Managing Your Leads

Every lead captured by the Answer Engine lands in your Leads inbox, scoped to the site they came from.

The Leads inbox

Open Leads from the site sidebar. Each row shows:

• Contact details (name, email, phone if collected)
• The question or context that triggered capture
• Lead score (Hot / Warm / Cool) computed from intent signals
• Source page and UTM parameters
• Status (New, Contacted, Qualified, Won, Lost)

Working a lead

Click a lead to open the detail drawer. You can:

• Update status as you work it
• Add notes and activities for an audit trail
• Re-trigger the auto-reply email if the visitor didn't get the first one
• View the full conversation that led to capture

Routing and notifications

• Email notifications go to recipients you configure per site (Settings → Notifications)
• Zapier fires a webhook with the full lead payload — pipe it into HubSpot, Salesforce, Slack, or any tool
• Slack is available via the same Zapier webhook or our native integration

Lead scoring

Scores are derived automatically from intent classification, page context, and form completeness. See Lead Scoring Explained for the model.