Contacts & leads
Understand discovered details, lead forms and customer history.
5 step-by-step guidesUnderstand automatically discovered contact details
See how names, emails and phone numbers mentioned naturally in a conversation become contact context.
Review, correct and verify contact information
Keep useful contact context without overstating how certain it is.
Collect lead details with a workflow form
Ask for contact information at a useful moment instead of interrupting every conversation.
Review captured leads and follow up responsibly
Use submitted lead details as a starting point for the next support or sales action.
Export captured leads as CSV
Download supported lead submissions for an authorised follow-up or reporting process.