For the complete documentation index, see llms.txt. This page is also available as Markdown.

Leads

Collect and manage visitor emails from your assistant

When fallback email collection is enabled and your assistant can't answer a question, it asks the visitor for their email. These submissions appear in the Leads tab.

Managing leads

Each lead shows:

  • The visitor's email

  • The question they asked

  • Status: New, Contacted, or Resolved

Click a lead to see details and take action:

  • Reply by email — opens your email client with the visitor's address

  • View conversation — see the full chat context

  • Add as Q&A Pair — create an exact answer so the assistant can handle this question next time

Filtering

Filter leads by status:

  • All — every lead

  • New — unread leads (with red badge count)

  • Contacted — leads you've responded to

  • Resolved — leads that have been handled

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