Leads

A lead is a visitor who left their contact details in your widget so you can get back to them. Every lead lands on the Leads screen — with their name, email or phone number, what they wanted, and a link to the chat they came from. It is a simple customer list: you work through it, mark each lead's progress, and Konvuno keeps it until you delete it.

Where leads come from#

Leads come from the contact form in the widget, titled Leave your details. A visitor reaches it in two ways:

• When they need a person. If a visitor asks to talk to someone, asks for a quote or a booking, or asks for something your knowledge does not cover, the assistant offers your direct contacts and the Leave your details button. See Hand-offs.
• When the chat is paused. If the assistant cannot answer at the moment — for example because your plan's conversations for this period are used up — the widget still offers the form, so you do not lose the customer.

The form always needs an email address or a phone number. You choose which fields it asks for, and the consent text visitors must tick, on the widget's Behavior tab — see How visitors reach you.

Leads are never created any other way: you cannot add one by hand, and forms sent from the widget preview's Test mode are not saved.

The list#

Each row is one lead, newest first:

• Name — the name they typed, or Anonymous if they left it empty.
• Interest — what they wrote in the form's message box. When they left it empty, the summary of their conversation appears instead, once someone has opened it.
• Source — the website they sent the form from, such as northwheel.example.
• Status — how far you have got with them. See Statuses.
• Date — the day they sent the form.

Click a row to open the lead and work with it — see Work with a lead. The number next to Leads in the sidebar is how many leads are still New.

Statuses#

Konvuno sets New when a lead arrives and never changes a status by itself after that — moving a lead along is up to you. See Change the status.

Filter and search#

• The status buttons above the list — All, New, Contacted, Qualified, Won and Lost — show only the leads with that status.
• The search box at the top right of the screen finds leads by name, email address, phone number, company, the message they wrote, the AI summary of their conversation, or a tag. It matches parts of words, so bian finds "Bianchi". A phone number is found however it is written: 064 123 4567 also finds +381641234567.

The count at the bottom of the list tells you how many leads match.

How long leads are kept#

Leads stay until you delete them. The conversation a lead came from is deleted automatically after 90 days — see How long conversations are kept — and from then on the lead no longer links to it. Everything the visitor typed into the form stays with the lead.

Who can do what#

Owners and members can do everything on this screen: read leads, change their status, add tags and notes, email them, export them and delete them.