[{"data":1,"prerenderedAt":327},["ShallowReactive",2],{"help-en-leads":3},{"index":4,"article":304},{"sections":5},[6,32,68,98,140,177,198,224,251,275],{"id":7,"overview":8,"articles":13},"getting-started",{"path":9,"title":10,"nav":11,"description":12},"\u002Fhelp\u002Fgetting-started","How Konvuno works","Overview","What Konvuno does for your business, how the pieces fit together, and who on your team can do what.",[14,19,23,28],{"path":15,"title":16,"nav":17,"description":18},"\u002Fhelp\u002Fgetting-started\u002Fsign-in","Sign in to Konvuno","Sign in","Sign in with a code sent to your email or with your Google account, and what to do when the code does not arrive.",{"path":20,"title":21,"nav":21,"description":22},"\u002Fhelp\u002Fgetting-started\u002Fcreate-business","Create your business","Name your business, let Konvuno read your website if you have one, and know what to expect on the first screens.",{"path":24,"title":25,"nav":26,"description":27},"\u002Fhelp\u002Fgetting-started\u002Ftour-and-checklist","The tour and the setup checklist","Tour and checklist","The short tour that shows you where to start, the checklist that tracks your setup, and the help menu that brings both back.",{"path":29,"title":30,"nav":30,"description":31},"\u002Fhelp\u002Fgetting-started\u002Fgo-live","Go live in 15 minutes","The shortest path from a new account to a working assistant on your website, step by step, with links to the details.",{"id":33,"overview":34,"articles":38},"knowledge",{"path":35,"title":36,"nav":11,"description":37},"\u002Fhelp\u002Fknowledge","Knowledge — what your assistant knows","What the assistant answers from, how the Knowledge screen is laid out, and the quickest way to a well-informed assistant.",[39,44,49,54,58,63],{"path":40,"title":41,"nav":42,"description":43},"\u002Fhelp\u002Fknowledge\u002Ffaqs","Write and manage FAQs","FAQs","Add, edit, organise and remove the questions and answers your assistant uses — one at a time or many at once.",{"path":45,"title":46,"nav":47,"description":48},"\u002Fhelp\u002Fknowledge\u002Fwebsite-import","Import FAQs from your website","Import from your website","Let Konvuno read your website and suggest FAQs, pick the ones that are right, and know what to do when a scan does not work.",{"path":50,"title":51,"nav":52,"description":53},"\u002Fhelp\u002Fknowledge\u002Fcsv","Upload and export FAQs as a CSV file","CSV upload and export","Bring an FAQ list in from a spreadsheet, and download yours to edit, share or keep as a backup.",{"path":55,"title":56,"nav":56,"description":57},"\u002Fhelp\u002Fknowledge\u002Fbusiness-context","Business context","The short description of your business the assistant keeps in mind for every answer — what to put in it, how to edit it, and how to review a new version after a website scan.",{"path":59,"title":60,"nav":61,"description":62},"\u002Fhelp\u002Fknowledge\u002Fsources","Sources — where your FAQs came from","Sources","See which FAQs came from your website, a CSV file or your own typing, filter the list by them, and remove a source without losing its FAQs.",{"path":64,"title":65,"nav":66,"description":67},"\u002Fhelp\u002Fknowledge\u002Fmissing-answers","Missing answers and knowledge health","Missing answers","See which visitor questions your knowledge does not answer yet, turn them into FAQs in a few clicks, and check how much of your knowledge is ready to use.",{"id":69,"overview":70,"articles":74},"catalog",{"path":71,"title":72,"nav":11,"description":73},"\u002Fhelp\u002Fcatalog","Your catalog","What the catalog is for, the three ways to fill it, how the Catalog screen is laid out, how items count toward your plan, and who can change what.",[75,79,84,89,94],{"path":76,"title":77,"nav":77,"description":78},"\u002Fhelp\u002Fcatalog\u002Fitems","Add and edit items","Add a product or service by hand, understand every field, handle sizes and colours, and delete what you no longer sell.",{"path":80,"title":81,"nav":82,"description":83},"\u002Fhelp\u002Fcatalog\u002Fcsv-import","Import items from a CSV file","Import a CSV file","Bring a whole spreadsheet into your catalog in three steps, update it later, read the result, and undo an import that went wrong.",{"path":85,"title":86,"nav":87,"description":88},"\u002Fhelp\u002Fcatalog\u002Fproduct-feed","Connect a product feed","Product feed","Connect the Google Merchant or Facebook product feed your shop already publishes, so your catalog keeps up with your shop by itself.",{"path":90,"title":91,"nav":92,"description":93},"\u002Fhelp\u002Fcatalog\u002Fwoocommerce","Connect your WooCommerce shop","WooCommerce","Connect a WooCommerce shop with one click or with a key you create yourself, understand the permission it needs, and disconnect it cleanly.",{"path":95,"title":96,"nav":96,"description":97},"\u002Fhelp\u002Fcatalog\u002Fin-chat","Products in the chat","How the assistant finds your products and services, what the cards in the chat show, which catalog it answers from, and how to check the result.",{"id":99,"overview":100,"articles":104},"widget",{"path":101,"title":102,"nav":11,"description":103},"\u002Fhelp\u002Fwidget","The chat widget","What the widget is, how it works on your website, and how to go from a first draft to a live assistant.",[105,110,115,120,125,130,135],{"path":106,"title":107,"nav":108,"description":109},"\u002Fhelp\u002Fwidget\u002Fidentity","Identity — name, logo, greeting and languages","Identity","Decide who your assistant is — what it is called, the logo it shows, the first thing it says and the languages it speaks.",{"path":111,"title":112,"nav":113,"description":114},"\u002Fhelp\u002Fwidget\u002Fappearance","Appearance — colour, theme, size and position","Appearance","Make the widget look like part of your website — brand colour, light or dark theme, launcher text, panel size and where it sits on the page.",{"path":116,"title":117,"nav":118,"description":119},"\u002Fhelp\u002Fwidget\u002Fbehavior","Behavior — tone, questions, contacts and privacy","Behavior","Decide how the assistant talks, what it suggests, how visitors can reach you, what it may answer and where the widget stays hidden.",{"path":121,"title":122,"nav":123,"description":124},"\u002Fhelp\u002Fwidget\u002Finstall","Install the widget on your website","Install on your website","Copy one snippet into your website, allow your domain, and check that the widget is live — with steps for WordPress, Wix, Squarespace, Webflow and more.",{"path":126,"title":127,"nav":128,"description":129},"\u002Fhelp\u002Fwidget\u002Fpreview-and-test","Preview and test the widget","Preview and test","See how the widget looks on a computer and a phone, and chat with the real assistant before your visitors can.",{"path":131,"title":132,"nav":133,"description":134},"\u002Fhelp\u002Fwidget\u002Fpublish","Save, publish and take offline","Save and publish","How drafts work, how to put your changes on your website, how to undo them, and how to take the widget offline.",{"path":136,"title":137,"nav":138,"description":139},"\u002Fhelp\u002Fwidget\u002Ftroubleshooting","The widget does not show on my website","Widget not showing?","A checklist for when the widget is missing, out of date or not answering — in the order the causes are most common.",{"id":141,"overview":142,"articles":146},"visitors",{"path":143,"title":144,"nav":11,"description":145},"\u002Fhelp\u002Fvisitors","What your visitors see","The chat from your customer's side — from the button in the corner of your website to an answer, a product card or a message to your team.",[147,152,157,162,167,172],{"path":148,"title":149,"nav":150,"description":151},"\u002Fhelp\u002Fvisitors\u002Fanswers","How answers look","Answers and product cards","What a visitor sees when they ask something — suggested questions, formatted answers with links, product cards, and how long the chat remembers the conversation.",{"path":153,"title":154,"nav":155,"description":156},"\u002Fhelp\u002Fvisitors\u002Fcontact-and-handoff","Contact form and hand-off to your team","Contact form and hand-off","What visitors see when they need a person — your direct contacts, the contact form with its consent checkbox, and the confirmation after sending.",{"path":158,"title":159,"nav":160,"description":161},"\u002Fhelp\u002Fvisitors\u002Flanguages","Languages — the widget's and the assistant's","Languages","Which language the widget's buttons and notices appear in, which language the assistant answers in, and what always stays exactly as you wrote it.",{"path":163,"title":164,"nav":165,"description":166},"\u002Fhelp\u002Fvisitors\u002Fprivacy","Privacy notice and consent","Privacy","What visitors are told about privacy in every chat, where their privacy requests go, what the widget keeps in their browser, and how consent on the contact form works.",{"path":168,"title":169,"nav":170,"description":171},"\u002Fhelp\u002Fvisitors\u002Fwhen-the-assistant-cant-answer","When the assistant cannot answer","When it cannot answer","What visitors see when the assistant does not know, when the chat is paused, when a conversation gets very long, and when they are asked to confirm they are human.",{"path":173,"title":174,"nav":175,"description":176},"\u002Fhelp\u002Fvisitors\u002Fon-phones","The widget on phones","On phones","How the chat looks and behaves on a phone — full screen, without the launcher in the way, with contacts that open the phone's own apps.",{"id":178,"overview":179,"articles":183},"conversations",{"path":180,"title":181,"nav":11,"description":182},"\u002Fhelp\u002Fconversations","The conversation inbox","Where every chat on your website ends up, what the labels on each conversation mean, and which conversations count toward your plan.",[184,189,193],{"path":185,"title":186,"nav":187,"description":188},"\u002Fhelp\u002Fconversations\u002Ffilters-and-search","Filter and search conversations","Filter and search","Narrow the list to the conversations that need you, and find any chat by a word the visitor or the assistant used.",{"path":190,"title":191,"nav":191,"description":192},"\u002Fhelp\u002Fconversations\u002Freading-a-conversation","Read a conversation","What the header, the labels, the messages and the line at the bottom of a conversation tell you — and what to do when the visitor needed a person.",{"path":194,"title":195,"nav":196,"description":197},"\u002Fhelp\u002Fconversations\u002Ftags-and-export","Tag and export conversations","Tags and export","Mark conversations with your own tags so you can find them again, download a single chat as a text file, or export everything you have.",{"id":199,"overview":200,"articles":204},"leads",{"path":201,"title":202,"nav":11,"description":203},"\u002Fhelp\u002Fleads","Leads","What a lead is, how visitors become leads, what each status means and how the Leads screen is laid out.",[205,209,214,219],{"path":206,"title":207,"nav":207,"description":208},"\u002Fhelp\u002Fleads\u002Fworking-a-lead","Work with a lead","Open a lead to see their details and consent, move it through your statuses, keep notes and tags for your team, email the person and delete the lead.",{"path":210,"title":211,"nav":212,"description":213},"\u002Fhelp\u002Fleads\u002Fbulk-and-export","Select, delete and export leads","Delete and export","Select several leads at once, delete the ones you no longer need, and download your leads as a spreadsheet file.",{"path":215,"title":216,"nav":217,"description":218},"\u002Fhelp\u002Fleads\u002Fnotifications","Emails about new leads","Lead emails","Who gets an email when a visitor leaves their details, what the email says, how to change the address, and when no email is sent.",{"path":220,"title":221,"nav":222,"description":223},"\u002Fhelp\u002Fleads\u002Fwebhook","Send leads to other tools","Webhook","Send every new lead to Zapier, Make, your CRM or your own server with a webhook — how to set it up, test it, and what happens when a lead does not arrive.",{"id":225,"overview":226,"articles":230},"overview",{"path":227,"title":228,"nav":11,"description":229},"\u002Fhelp\u002Foverview","The Overview screen","What the Overview shows, how to pick the period you look at, and how to read the comparison with the period before.",[231,236,241,246],{"path":232,"title":233,"nav":234,"description":235},"\u002Fhelp\u002Foverview\u002Fkpis","The five numbers at the top","The five numbers","What each number on the Overview counts, what it leaves out, and what to do when it goes down.",{"path":237,"title":238,"nav":239,"description":240},"\u002Fhelp\u002Foverview\u002Ffunnel-and-quality","The funnel and answer quality","Funnel and answer quality","Follow conversations from the first message to a won customer, and see how many the assistant really answered.",{"path":242,"title":243,"nav":244,"description":245},"\u002Fhelp\u002Foverview\u002Ftop-lists-and-trends","The daily chart and the top lists","Chart and top lists","Read the conversations-and-leads chart, and find the questions your assistant cannot answer yet.",{"path":247,"title":248,"nav":249,"description":250},"\u002Fhelp\u002Foverview\u002Fexport","Export the Overview to a spreadsheet","Export","Download the Overview's numbers and daily figures as a CSV file, and open it correctly in Excel, Google Sheets or Numbers.",{"id":252,"overview":253,"articles":257},"settings",{"path":254,"title":255,"nav":11,"description":256},"\u002Fhelp\u002Fsettings","Settings","Where to find your business details, your team, your plan and your data — and which of them only an owner can change.",[258,262,266,270],{"path":259,"title":260,"nav":260,"description":261},"\u002Fhelp\u002Fsettings\u002Fbusiness-profile","Business profile","Your business name, industry and contact details, where new-lead emails go, and your logo.",{"path":263,"title":264,"nav":264,"description":265},"\u002Fhelp\u002Fsettings\u002Fmembers","Members and roles","Invite your team, decide who is an owner, remove people or leave a business — and see exactly what owners and members can each do.",{"path":267,"title":268,"nav":268,"description":269},"\u002Fhelp\u002Fsettings\u002Fbilling","Billing and usage","Choose a plan, understand what counts as a conversation, see what happens at your limit, and change plan, card or cancel through Stripe.",{"path":271,"title":272,"nav":273,"description":274},"\u002Fhelp\u002Fsettings\u002Fdata","Your data — retention, export and deletion","Data and deletion","How long Konvuno keeps conversations and leads, how to download everything, and how to delete a business or your account for good.",{"id":276,"overview":277,"articles":281},"more",{"path":278,"title":279,"nav":11,"description":280},"\u002Fhelp\u002Fmore","More","Running several businesses, getting help from us, choosing the dashboard's language, clinic mode, and what the words in Konvuno mean.",[282,287,291,296,300],{"path":283,"title":284,"nav":285,"description":286},"\u002Fhelp\u002Fmore\u002Fbusinesses","Run several businesses","Several businesses","Add a second business to your account, switch between them, and know what each business keeps to itself — including its own subscription.",{"path":288,"title":289,"nav":289,"description":290},"\u002Fhelp\u002Fmore\u002Fsupport","Contact support","Send us a question or report a problem from inside the dashboard, and know what happens after you click send.",{"path":292,"title":293,"nav":294,"description":295},"\u002Fhelp\u002Fmore\u002Flanguages","Change the dashboard language","Dashboard language","Switch the Konvuno dashboard to another language, and understand how Konvuno picks one for you.",{"path":297,"title":298,"nav":298,"description":299},"\u002Fhelp\u002Fmore\u002Fclinic-mode","Clinic mode","What changes when Konvuno sets your business up as a clinic — the fixed topics in the chat, no contact form, and conversations kept for 30 days.",{"path":301,"title":302,"nav":302,"description":303},"\u002Fhelp\u002Fmore\u002Fglossary","Glossary","The words used across Konvuno — from allowance to widget — explained in plain language.",{"path":201,"section":199,"slug":305,"title":202,"nav":11,"description":203,"order":306,"html":307,"toc":308},"index",0,"\u003Cp>A lead is a visitor who left their contact details in your widget so you can get back to them.\nEvery lead lands on the \u003Cspan class=\"kv-ui\">Leads\u003C\u002Fspan> screen — with their name, email or phone number, what they\nwanted, and a link to the chat they came from. It is a simple customer list: you work through it,\nmark each lead's progress, and Konvuno keeps it until you delete it.\u003C\u002Fp>\n\u003Cp>\u003Cfigure class=\"kv-shot\">\u003Cimg src=\"\u002Fhelp\u002Fshots\u002Fen\u002Fleads\u002Fscreen.webp\" alt=\"The Leads screen: status filters, the search box and the list of leads\" width=\"1600\" height=\"1000\" loading=\"lazy\" decoding=\"async\">\u003Cfigcaption>The Leads screen: status filters, the search box and the list of leads\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003C\u002Fp>\n\u003Ch2 id=\"sources\">Where leads come from\u003Ca class=\"kv-anchor\" href=\"#sources\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cp>Leads come from the \u003Ca href=\"\u002Fhelp\u002Fvisitors\u002Fcontact-and-handoff#form\">contact form\u003C\u002Fa> in the widget, titled\n\u003Cq class=\"kv-widget-says\">Leave your details\u003C\u002Fq>. A visitor reaches it in two ways:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>When they need a person.\u003C\u002Fstrong> If a visitor asks to talk to someone, asks for a quote or a\nbooking, or asks for something your knowledge does not cover, the assistant offers your direct\ncontacts and the \u003Cq class=\"kv-widget-says\">Leave your details\u003C\u002Fq> button. See\n\u003Ca href=\"\u002Fhelp\u002Fconversations\u002Freading-a-conversation#handoff\">Hand-offs\u003C\u002Fa>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>When the chat is paused.\u003C\u002Fstrong> If the assistant cannot answer at the moment — for example because\nyour plan's conversations for this period are used up — the widget \u003Ca href=\"\u002Fhelp\u002Fvisitors\u002Fwhen-the-assistant-cant-answer#paused\">still offers the\nform\u003C\u002Fa>, so you do not lose the customer.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>The form always needs an email address or a phone number. You choose which fields it asks for,\nand the consent text visitors must tick, on the widget's \u003Cspan class=\"kv-ui\">Behavior\u003C\u002Fspan> tab — see\n\u003Ca href=\"\u002Fhelp\u002Fwidget\u002Fbehavior#contact\">How visitors reach you\u003C\u002Fa>.\u003C\u002Fp>\n\u003Cp>Leads are never created any other way: you cannot add one by hand, and forms sent from the widget\npreview's \u003Cspan class=\"kv-ui\">Test\u003C\u002Fspan> mode are not saved.\u003C\u002Fp>\n\u003Ch2 id=\"list\">The list\u003Ca class=\"kv-anchor\" href=\"#list\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cp>Each row is one lead, newest first:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>\u003Cspan class=\"kv-ui\">Name\u003C\u002Fspan>\u003C\u002Fstrong> — the name they typed, or \u003Cspan class=\"kv-ui\">Anonymous\u003C\u002Fspan> if they left it\nempty.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>\u003Cspan class=\"kv-ui\">Interest\u003C\u002Fspan>\u003C\u002Fstrong> — what they wrote in the form's message box. When they left\nit empty, the \u003Ca href=\"\u002Fhelp\u002Fconversations\u002Freading-a-conversation#summary\">summary of their conversation\u003C\u002Fa>\nappears instead, once someone has opened it.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>\u003Cspan class=\"kv-ui\">Source\u003C\u002Fspan>\u003C\u002Fstrong> — the website they sent the form from, such as\n\u003Ccode>northwheel.example\u003C\u002Fcode>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>\u003Cspan class=\"kv-ui\">Status\u003C\u002Fspan>\u003C\u002Fstrong> — how far you have got with them. See \u003Ca href=\"#statuses\">Statuses\u003C\u002Fa>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>\u003Cspan class=\"kv-ui\">Date\u003C\u002Fspan>\u003C\u002Fstrong> — the day they sent the form.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>Click a row to open the lead and work with it — see \u003Ca href=\"\u002Fhelp\u002Fleads\u002Fworking-a-lead\">Work with a lead\u003C\u002Fa>.\nThe number next to \u003Cspan class=\"kv-ui\">Leads\u003C\u002Fspan> in the sidebar is how many leads are still\n\u003Cspan class=\"kv-ui\">New\u003C\u002Fspan>.\u003C\u002Fp>\n\u003Ch2 id=\"statuses\">Statuses\u003Ca class=\"kv-anchor\" href=\"#statuses\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cdiv class=\"kv-doc-table\">\u003Ctable>\n\u003Cthead>\n\u003Ctr>\n\u003Cth>Status\u003C\u002Fth>\n\u003Cth>Use it for\u003C\u002Fth>\n\u003C\u002Ftr>\n\u003C\u002Fthead>\n\u003Ctbody>\u003Ctr>\n\u003Ctd>\u003Cspan class=\"kv-ui\">New\u003C\u002Fspan>\u003C\u002Ftd>\n\u003Ctd>Every lead starts here. Nobody has replied yet.\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>\u003Cspan class=\"kv-ui\">Contacted\u003C\u002Fspan>\u003C\u002Ftd>\n\u003Ctd>You have called or written back and are waiting for an answer.\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>\u003Cspan class=\"kv-ui\">Qualified\u003C\u002Fspan>\u003C\u002Ftd>\n\u003Ctd>They are a real prospect — they need what you offer.\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>\u003Cspan class=\"kv-ui\">Won\u003C\u002Fspan>\u003C\u002Ftd>\n\u003Ctd>The deal is done: they booked, bought or signed.\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>\u003Cspan class=\"kv-ui\">Lost\u003C\u002Fspan>\u003C\u002Ftd>\n\u003Ctd>It went nowhere: they chose someone else, or stopped replying.\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003C\u002Ftbody>\u003C\u002Ftable>\u003C\u002Fdiv>\n\u003Cp>Konvuno sets \u003Cspan class=\"kv-ui\">New\u003C\u002Fspan> when a lead arrives and never changes a status by itself\nafter that — moving a lead along is up to you. See\n\u003Ca href=\"\u002Fhelp\u002Fleads\u002Fworking-a-lead#status\">Change the status\u003C\u002Fa>.\u003C\u002Fp>\n\u003Cdiv class=\"kv-callout kv-callout--note\">\u003Cp class=\"kv-callout-label\">Note\u003C\u002Fp>\u003Cp>The \u003Cspan class=\"kv-ui\">Overview\u003C\u002Fspan> screen counts every \u003Cspan class=\"kv-ui\">Won\u003C\u002Fspan> lead as\n\u003Cspan class=\"kv-ui\">Won\u003C\u002Fspan>, and never a \u003Cspan class=\"kv-ui\">Lost\u003C\u002Fspan> one — so marking lost leads\n\u003Cspan class=\"kv-ui\">Lost\u003C\u002Fspan> keeps that number honest, and keeps the lead in case they come back. See\n\u003Ca href=\"\u002Fhelp\u002Foverview\u002Ffunnel-and-quality#won\">When a lead counts as won\u003C\u002Fa>.\u003C\u002Fp>\n\u003C\u002Fdiv>\n\u003Ch2 id=\"search\">Filter and search\u003Ca class=\"kv-anchor\" href=\"#search\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>The status buttons\u003C\u002Fstrong> above the list — \u003Cspan class=\"kv-ui\">All\u003C\u002Fspan>, \u003Cspan class=\"kv-ui\">New\u003C\u002Fspan>,\n\u003Cspan class=\"kv-ui\">Contacted\u003C\u002Fspan>, \u003Cspan class=\"kv-ui\">Qualified\u003C\u002Fspan>, \u003Cspan class=\"kv-ui\">Won\u003C\u002Fspan> and\n\u003Cspan class=\"kv-ui\">Lost\u003C\u002Fspan> — show only the leads with that status.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>The search box\u003C\u002Fstrong> at the top right of the screen finds leads by name, email address, phone\nnumber, company, the message they wrote, the AI summary of their conversation, or a tag. It\nmatches parts of words, so \u003Ccode>bian\u003C\u002Fcode> finds "Bianchi". A phone number is found however it is\nwritten: \u003Ccode>064 123 4567\u003C\u002Fcode> also finds \u003Ccode>+381641234567\u003C\u002Fcode>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>The count at the bottom of the list tells you how many leads match.\u003C\u002Fp>\n\u003Ch2 id=\"retention\">How long leads are kept\u003Ca class=\"kv-anchor\" href=\"#retention\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cp>Leads stay until you delete them. The conversation a lead came from is deleted automatically after\n90 days — see \u003Ca href=\"\u002Fhelp\u002Fconversations#retention\">How long conversations are kept\u003C\u002Fa> — and from then on\nthe lead no longer links to it. Everything the visitor typed into the form stays with the lead.\u003C\u002Fp>\n\u003Ch2 id=\"who-can-do-what\">Who can do what\u003Ca class=\"kv-anchor\" href=\"#who-can-do-what\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cp>Owners and members can do everything on this screen: read leads, change their status, add tags\nand notes, email them, export them and delete them.\u003C\u002Fp>\n\u003Cdiv class=\"kv-callout kv-callout--examples\">\u003Cp class=\"kv-callout-label\">How other businesses use it\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>A kitchen installer\u003C\u002Fstrong> moves every lead to \u003Cspan class=\"kv-ui\">Contacted\u003C\u002Fspan> the moment someone\ncalls back, so the \u003Cspan class=\"kv-ui\">New\u003C\u002Fspan> list is always the list of people still waiting.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>A veterinary clinic\u003C\u002Fstrong> uses \u003Cspan class=\"kv-ui\">Qualified\u003C\u002Fspan> for pet owners who asked for an\nappointment and \u003Cspan class=\"kv-ui\">Won\u003C\u002Fspan> once the visit is booked.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>A SaaS company\u003C\u002Fstrong> treats \u003Cspan class=\"kv-ui\">Qualified\u003C\u002Fspan> as "demo booked" and reads the\n\u003Cspan class=\"kv-ui\">Won\u003C\u002Fspan> number on \u003Cspan class=\"kv-ui\">Overview\u003C\u002Fspan> as paying customers.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>A hotel\u003C\u002Fstrong> searches \u003Ccode>wedding\u003C\u002Fcode> to find every enquiry about wedding packages before its\nmonthly events meeting.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003C\u002Fdiv>\n",[309,313,316,319,321,324],{"id":310,"text":311,"depth":312},"sources","Where leads come from",2,{"id":314,"text":315,"depth":312},"list","The list",{"id":317,"text":318,"depth":312},"statuses","Statuses",{"id":320,"text":187,"depth":312},"search",{"id":322,"text":323,"depth":312},"retention","How long leads are kept",{"id":325,"text":326,"depth":312},"who-can-do-what","Who can do what",1791776017737]