Leads Management

The Leads module collects and manages contact information gathered by your AI assistants during conversations.

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Overview

When users share their contact information with your assistants, FineGuide automatically creates lead records. This enables you to follow up with interested prospects and integrate with your sales workflow.

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Enabling Lead Collection

Lead collection is disabled by default. To enable it:

1. Go to your Assistant configuration
2. Click the Features tab
3. Scroll to Lead Collection
4. Toggle Collect Customer Contacts on

Lead Collection Modes

Choose how aggressively your assistant requests contact information:

Mode	Behavior
Level 1 (Default)	"Allow full conversations, collect lead details if customer shows interest" — Only requests info when user demonstrates buying intent
Level 2	"Allow conversations, ask lead details on each reply" — Engages naturally but prompts for contact info periodically
Level 3	"Insist on lead details before engaging in conversation" — Requires contact information before providing assistance

Choose based on your needs:

• Sales/Marketing sites: Level 2 or 3 to maximize lead capture
• Support sites: Level 1 to prioritize helping users first
• E-commerce: Level 1 or 2 balanced approach

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Viewing Leads

Access all collected leads from the main sidebar:

1. Click Leads in the navigation
2. View the consolidated list of all leads from all assistants

Lead Information

Each lead record contains:

Field	Description
Name	User's name (if provided)
Email	Email address
Phone	Phone number (if collected)
Company	Company name (if mentioned)
Intent	What the user was interested in
Assistant	Which assistant collected the lead
Date	When the lead was captured
Conversation	Link to the source conversation

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Managing Leads

Search and Filter

Use the toolbar to find specific leads:

• Search — Find by name, email, or content
• Date range — Filter by capture date
• Assistant — Filter by which bot collected the lead

View Lead Details

Click any lead to see:

• Full contact information
• Conversation context and history
• User's intent and interests

Export Leads

Export your leads for use in other systems:

1. Click the Export button
2. Select CSV format
3. The file downloads with all lead data

Exported fields:

• Name, Email, Phone
• Company, Intent
• Assistant name
• Capture date
• Conversation ID

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Integrating with External Systems

Via Webhooks

Set up real-time lead notifications:

1. Go to Assistant → Webhooks
2. Create a new webhook
3. Select the CREATE_LEAD event
4. Enter your endpoint URL

When a lead is captured, FineGuide sends:

{
  "event": "CREATE_LEAD",
  "name": "John Doe",
  "email": "[email protected]",
  "intent": "Interested in premium plan",
  "botId": "abc123",
  "sessionId": "xyz789"
}

Via Actions

You can also push leads to your CRM using Actions:

1. Create an action that calls your CRM API (e.g., HubSpot, Salesforce)
2. Configure it to trigger when contact info is collected
3. The assistant will automatically sync leads

See Actions documentation for setup details.

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Best Practices

Optimize Lead Quality

1. Use appropriate strictness — Match lead collection mode to your goals
2. Train on relevant content — Assistants that provide value get more engaged leads
3. Enable follow-up questions — Better understanding = better qualified leads

Manage Lead Volume

1. Export regularly — Don't let leads sit uncontacted
2. Set up webhooks — Get real-time notifications for immediate follow-up
3. Track by assistant — Identify which bots generate the best leads

Comply with Privacy

1. Be transparent — Ensure users know their info is being collected
2. Handle data appropriately — Export and delete as needed for compliance
3. Use collected info responsibly — Only for stated purposes

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Next Steps

• Configure Lead Collection in your assistant
• Set up Webhooks for real-time notifications
• Create CRM Actions to sync leads automatically