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Contacts & leads

Export captured leads as CSV

Download supported lead submissions for an authorised follow-up or reporting process.

CCorthex product guidesUpdated October 15, 20262 min read
Where to find itAI agents → agent → Leads → Export

Before you begin

Open Contacts or the contact/context panel beside a conversation. Check the linked conversation and the provenance of each value before using it.

Example workspace · Demo data. Review the source and use the supported export action for authorised follow-up. Select the image to enlarge it.
Lead submissions table with a synthetic name and email

Example workspace · Demo data. Review the source and use the supported export action for authorised follow-up. Select the image to enlarge it.

Step by step

  1. 1

    Choose the correct agent

    Open Leads for the agent that collected the submissions. Review the visible fields and submission context first.

  2. 2

    Use Export

    Start the supported CSV export and wait for the download. If an error is shown, resolve it rather than assuming a partial file is complete.

  3. 3

    Check the file

    Open it with an appropriate CSV viewer and inspect column names, text encoding and a few representative rows. Keep phone numbers and identifiers as text when necessary.

  4. 4

    Store it responsibly

    Use an approved location with suitable access. A downloaded copy is outside Corthex’s workspace access controls and needs its own retention process.

Good to know

An export does not verify contact identity or grant permission for unrelated marketing. Do not publish the file in a public repository.

Check the result

Confirm that the value belongs to the right conversation and that its verification/provenance label is accurate. A name or email is not proof of identity.

Questions & troubleshooting

The spreadsheet changes a phone number

Import that column as text to preserve a leading plus sign and zeroes.

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