Customers & CRM
Lead Capture & Sales Pipeline Stages
Track prospective customer leads from AI chat interactions, storefront inquiries, and external landing pages through a structured 5-stage sales pipeline.
How Leads Enter the System
Prospective leads are ingested into Dashboard -> Leads (`/dashboard/leads`) via three channels:
- 1. AI Conversational Extraction: The AI assistant automatically extracts customer names, phone numbers, and buying interest during chat.
- 2. External Form Ingestion (`POST /v1/leads`): Leads submitted on external landing pages or ad campaigns via the Connect Leads API.
- 3. Manual Staff Entry: Staff click "+ Add Lead" in the dashboard to record walk-in or phone call inquiries.
The 5 Pipeline Stages
Leads progress through distinct operational stages:
- 1. New (`new`): Fresh inquiry awaiting initial staff outreach.
- 2. Contacted (`contacted`): Staff member has initiated contact via WhatsApp or phone call.
- 3. Qualified (`qualified`): Customer budget and requirements have been confirmed.
- 4. Converted (`converted`): Prospect has placed their first order or booked a service, automatically generating a permanent CRM customer profile.
- 5. Lost (`lost`): Prospect declined or became unresponsive.