How can I view and manage my leads?

The Leads section gives you a central place to review the people who have interacted with your AI agents and the information collected about them.

Depending on the channel and what the user provides, a lead can include contact information, source details, location and device information, extracted lead fields, internal notes, and the conversation transcript.

You can also search, filter, export, review, and delete leads from this section.

How to access Leads

1. Go to the top-right corner of the platform.
2. Click your account name.
3. Select Leads from the dropdown menu.

What you see in the Leads table

The main Leads table gives you a quick overview of each lead.

Available columns can include:

• Name
• Email
• Phone
• Last activity
• AI Agent
• Channel

The channel shows where the conversation came from, such as Web Messenger or Test chat.

If AskHandle does not have the user's name yet, the lead may appear with a default label such as Web visitor or another channel-specific identifier.

Searching and filtering leads

At the top of the Leads page, you can narrow the list using search and filters.

Search

Use the search field to find a lead using available identifying information, such as:

• Name
• Email
• Phone number
• Confirmation code

AI Agent filter

Use the AI Agent filter to view leads connected to a specific AI agent.

Choose All AI Agents when you want to see leads across your organization.

Contact filter

Use the Contact filter to narrow leads based on available contact information.

Date range

Use From and To to filter leads by date.

This is useful when you want to review leads from a particular campaign, reporting period, or time window.

Viewing a lead profile

Click the eye icon next to a lead to open the full lead profile.

The information shown depends on what AskHandle knows about that user and which channel they used.

Contact information

A lead profile can show contact details such as:

• Email
• Phone
• Job title
• Sender

If a value has not been collected, the field remains empty.

Lead Extraction can also add default or custom information captured during the conversation.

Location and device information

For supported channels such as Web Messenger, AskHandle can show information from the user's visit under IP Info.

This can include:

• Place — approximate location associated with the visit
• Time zone
• Network — the network or carrier associated with the connection
• Device — for example, Phone or another device type

This information can help your team understand where the visitor came from and the context of the conversation without requiring the user to enter those details manually.

Availability can vary by channel and visit.

Internal notes

Each lead includes an Internal Notes section.

Team members can add notes that are visible to teammates but not to the user.

For example, you might add notes such as:

• Waiting on payment
• Follow up next week
• Interested in enterprise plan
• Requested a callback
• Qualified for sales follow-up

Internal notes stay attached to the lead after the chat ends, so your team can keep useful context with the lead record.

To add a note:

1. Open the lead.
2. Enter the note in Internal Notes.
3. Click Add note.

Viewing the conversation transcript

The lead profile also includes a Transcript section.

When conversation messages are available, the transcript lets you review what the user and AI agent discussed.

This can help you:

• Understand why a lead was created
• Review the context behind extracted lead fields
• See what products, services, or topics the user asked about
• Prepare for sales or support follow-up
• Review how the AI agent handled the conversation

The transcript section can also show the message count and conversation date.

If no messages are available for that lead, AskHandle will show that no transcript is available.

Lead Extraction data

Lead profiles can include information captured automatically through Lead Extraction.

AskHandle can work with default lead information as well as custom fields you configure for an AI agent.

Custom fields can be used for business-specific information such as:

• Budget
• Timeline
• Product interest
• Brand
• Color
• Amount
• Property type
• Destination

When the AI detects a relevant value during the conversation, it can add that information to the lead profile.

Exporting leads

Click Export CSV at the top of the Leads page to export lead data.

CSV exports can be useful for:

• Reporting
• Sales follow-up
• CRM imports
• Offline analysis
• Keeping a separate record of captured leads

Use the available filters first if you only want to work with a particular group of leads.

Deleting a lead

You can delete a lead from the Leads section.

Depending on where you are viewing the lead, use the delete icon or the Delete button in the lead profile.

Review the lead carefully before deleting it, especially if it contains transcript history, notes, or information your team still needs.

Deleted leads cannot be recovered.

Tips for managing leads

• Use the AI Agent and date filters when reviewing leads from a particular campaign or period.
• Review transcripts when you need more context than the structured lead fields provide.
• Use internal notes to preserve follow-up information for teammates.
• Configure Lead Extraction for the information that matters to your sales or support process.
• Export important lead data before deleting records you may need later.
• Remember that some fields, such as IP information or device details, depend on the channel and information available for that visit.

The Leads section combines structured lead information with the context behind each conversation, making it easier to understand who contacted you, what they needed, and what your team should do next.