Review and follow up website leads
See every visitor who played a flow's demo, how the AI call ended, and what they want their call agent to do, in their own words.
Where to find it
Campaigns › Cold calls › Web leads
Open this screen
Steps
- Open Campaigns › Cold calls and choose the Web leads tab.
- Filter by Flow or Outcome. Each row shows the Name, Company, Phone, Flow, Outcome, Interest tags and Date; Changed on call marks a lead whose details changed on the call.
- Click a lead to open it. Details shows each value On the form and From the call side by side; a value changed on the call is marked Changed on call, and one the AI could not read is marked Could not be read. Below are the consent, the outcome, What they want their call agent to do (word for word, with tags and a one-line summary), About the demo, and the Transcript and Recording when there is one.
- Set the Follow-up status, write Notes and press Save notes.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Outcome | Waiting for the demo, Calling, Not called (with the reason), No answer, Not interested, Transferred, Wants follow-up or Call failed. | — |
| Interest | Tags made from the call: Bookings, Setup, FAQ, Lead capture or Other. | — |
| Follow-up status | New, Contacted, Interested or Closed. | New |
| Company | The company name the visitor gave on the call (the form does not ask for it). | — |
Troubleshooting
A lead has words but the tag is Other and no summary.
The summary could not be made for this call; the visitor's words are kept as they were said.
I cannot change the follow-up status.
Only owners and admins of the organisation can change follow-up status and notes.
Tips
- Leads marked Wants follow-up said yes but were not put through; call them first.
- Follow up with the details confirmed on the call where there are any; the form's values stay as they were sent.
Good to know
- A summary needs an AI model on this service; without one, the words are kept and the tag is Other.
- A real end-to-end call on a live phone has not been verified yet.
Related how-tos
- What a visitor experiences on a lead flow's form Know what your website visitor sees and hears: the form, the consent, the demo, and the AI call back that checks their details.
- Follow up cold-call outcomes and leads Switched off until an operator turns it on See how each cold call ended, move leads through the pipeline, schedule a call back, and call an interested lead back yourself.