Viewing and Managing Leads
View, review, and update captured visitor leads directly from your dashboard for easy management.
Overview
When a visitor shares contact details through the widget or fallback lead form, Witzo stores that information in the Leads section. Use this dashboard to review contact info, conversation context, and follow-up status in one place.
Open the Leads dashboard
- Go to Dashboard → Leads
- Review the list of captured leads
Each lead entry includes:
- Name
- Phone (if provided)
- Status
- Created date
Review lead details
Click any lead to open the detailed view.
The lead page shows:
- Contact details
- Source (chat or fallback lead form)
- Conversation reference
- Follow-up status
Lead storage is plan-based.
Lead plan limits
| Plan | Lead limit |
|---|---|
| Starter | 5 leads |
| Basic | 50 leads |
| Standard | Unlimited |
| Enterprise | Unlimited |
Fallback lead form capture is available on Basic, Standard, and Enterprise plans.
View chat summary
Each lead includes a short AI-generated chat summary.
This summary explains:
- Visitor intent
- Main question asked
- Product or service interest
It helps you understand context without reading the full conversation.
Update lead status
Each lead includes status tracking.
Common statuses:
- New
- Contacted
- Converted
Updating status helps your team track progress and avoid duplicate outreach.
- Deleting a lead permanently removes it from storage.
- Lead capture from fallback form is disabled on the Free plan.