Leads

What Are Leads?

A lead is a contact — a person or company you want your AI agent to reach out to. Each lead can have a name, phone number, email address, Telegram username, and company name. Leads are organized in a list that you can search, filter, and assign to campaigns.

Adding Leads Manually

1. 1

   In the left sidebar, click "Leads".

2. 2

   Click the "Add Lead" button in the top-right corner (with a +icon). If you have no leads yet, you will see a large empty state — you can click "Import CSV" there instead.

3. 3

   A modal window opens with these fields:

   • First Name and Last Name
   • Phone — Include country code (e.g., +380501234567)
   • Email
   • Telegram — The @username
   • Company
4. 4

   Fill in at least one contact field, then click "Add Lead".

Importing Leads from CSV

1. 1

   On the Leads page, click the "Import CSV" button (with an upload icon).

2. 2

   A modal opens with a drag-and-drop area. Either drag your CSV file onto it, or click the area to browse your computer.

3. 3

   The system will process your file. When finished, it shows how many leads were imported and how many were skipped (duplicates or invalid rows).

4. 4

   Click "Done" to close the modal. Your new leads are now in the list.

CSV Format Requirements

Your CSV file should have a header row with these column names:

Here is an example of a valid CSV file:

Filtering and Searching Leads

Once you have leads in the system, you can find specific contacts quickly:

• Search bar — At the top of the leads list, type any name, phone number, email, or company name. Results filter in real time as you type.
• Status filter buttons — Below the search bar, you will see filter pills: All, New, Contacted, Qualified, Converted, Rejected. Click any pill to show only leads with that status. The active filter is highlighted in blue.

Lead Statuses Explained