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Leads Overview

The Leads page is one list of every person who became a lead on your website. Leads are captured automatically — you don't enter contact details or tag visitors yourself. Each person appears once, however many times they chatted, called, filled in a form or were found by Agent K: their conversations, forms and visits are merged into one row.

What makes someone a lead​

  • Chat — they shared a name, email or phone number in a chat with your AI chatbot or your team. See Chat Leads.
  • Call — they shared an email or phone number on a voice or video call. See Call Leads.
  • Form — they submitted a form on your website.
  • Agent K — Agent K found them and sent them to your CRM.

Contact details on the Leads page come only from what the lead gave you — their chats, calls and your own forms.

Tabs​

Every tab shows a count and uses the same table:

TabWho's in it
All LeadsEveryone.
Hot LeadsLeads whose intent score has reached your hot threshold (see Stage).
Not Yet ContactedLeads with the status New — nobody has reached out yet.
ChatLeads who chatted with you.
CallLeads who called or were called.
FormLeads who submitted a form on your site.
Agent KLeads Agent K delivered to your CRM.
AI ReferralsLeads who reached your site from an AI search assistant (traffic source AI Search).
Identified VisitorsCompanies identified from visits where no person is known yet. They're not counted as leads.

Identified Visitors lists one row per company, with Visits, Intent, Sources and Last seen. Without a date range it shows the last 30 days — pick a range to look further back.

The leads table​

Each row shows:

  • Lead — the person's name (or email or phone) and their company.
  • Stage — Hot once their intent score reaches the hot threshold, otherwise Lead. The threshold is the Threshold set on the Auto Connect agent (50 unless you've changed it).
  • Status — how far your follow-up has got: New, Contacted, Replied, or Booked (they have a meeting that wasn't cancelled). Leads Agent K delivered start at Contacted. Under the status you see how they came in — for example "Chat · Form".
  • Intent — their highest lead score across their visits. See Lead Scoring.
  • Sources — every traffic source they arrived from (Organic Search, Google Ads, AI Search, Agent K Outreach…). See Traffic Sources.
  • Last activity — their latest visit, chat, call, form, reply or Agent K delivery.

Click Intent or Last activity to sort by it.

Search and filters​

  • Search leads... — by name, email, phone or company.
  • Stage, Status, Intent (75 and above, 50 – 74, Under 50) and Sources — pick one or more values. Clear filters removes them all.
  • The date buttons at the top — 24h, 7 days, Custom Date and Clear — narrow every tab to leads from that period.

Scoring settings in the page header opens Lead Scoring in Settings.

Export and delete​

Export CSV downloads a spreadsheet of Selected leads (tick their boxes), This view (the current tab with your filters), or All leads. The file has each lead's name, email, phone, company, stage, status, intent, sources, how many chats, calls, forms and Agent K deliveries they have, and their last activity.

To delete leads, tick them and click Delete. This removes their chats and calls from your leads and can't be undone. Leads who only submitted a form can't be deleted and stay on the list.

The lead drawer​

Click a lead to open their details in a side panel:

  • Their email and phone (click to email or call), Status, Intent, Sources and Last activity.
  • Watch latest session — opens their most recent visit in Recorded Sessions.
  • Why this score — the actions that earned their intent score, with the points each added.
  • Timeline — everything they did, newest first: each visit (and where it came from), chats (Open chat), calls (Play recording, Transcript, Open session), forms with the fields they filled in, meetings booked or cancelled, when they were last contacted and last replied, and Agent K deliveries (Open in Agent K).

Use the arrows at the top — or the ↑ / ↓ keys (or j / k) — to step through leads without closing the drawer. Esc closes it. The open lead is part of the page address, so you can copy the link and share it with a teammate.

Where each lead came from​

When a visitor shares their details, Knock Knock App records where the lead came from: whether it was a chat, a call, or a website form; the page they were on and the product it's about; where the chat or call started; the first page of their visit; and how they reached your site (traffic source, UTMs, and Google Ads click ID). A contact shared during a live call counts as a call lead, even if it was typed into the chat panel.

These details travel with the lead to your other tools:

  • Webhooks and Zapier — the lead_source object on every New Lead event.
  • LeadConnector and HubSpot — a Lead source note on the contact, plus the Google Ads click ID on a contact field for offline-conversion imports.
  • Salesforce — added to the Lead's Description.

What to do with your leads​

  • Start with Not Yet Contacted — nobody has reached these leads yet.
  • Check Hot Leads — the people showing the strongest intent.
  • Read the drawer before you reach out — the timeline tells you what they asked, watched and filled in.
  • Act automatically — Automations can call, text, email or tag a lead when something happens.
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Leads go cold quickly. Responding within minutes dramatically increases your chances of converting a lead.