The platform captures leads on its own when the conversation happens inside it (web chat, WhatsApp, Telegram). But many customers arrive through other channels: they call you on the phone, write in from a portal or an ad, or show up at the office. The manual lead lets you register them in the same funnel, with the same board stages and the same follow-up as the ones captured by the AI — your whole pipeline in one place.
What a manual lead isThe platform captures leads on its own when the conversation happens inside it (web chat, WhatsApp, Telegram).
Procedure: create a manual leadRequirements: administrator or editor role.
Procedure: assign an owner and filter "mine"Open the lead's record (click its board card or its row in the list view).
Follow-up after creationA manual lead is worked exactly like one captured by the AI:
What the Leads screen isThe Leads screen brings together the pipeline of contacts (leads) your agency accumulates: the ones the AI captures on its own on any channel — WhatsApp, Telegram or the web chat —
The Board (kanban)It's the default view when you go into Leads.
Customizing the funnel stagesThe "Manage stages" button, next to the Board/List selector, opens the panel where your agency adapts the funnel to how it works.
Procedure: move a lead to another stageRequirements: administrator or editor role (with the Viewer role you can see the board, but not move cards).
The List view and its filtersTap "List", next to the view selector, to switch to the classic table.
The lead's record: fields and actionsIt opens by tapping a Board card or the "View" button on a List row.
The "Assigned to me" filterAnyone with leads in their charge can tap "Assigned to me", available on both the Board and the List, to see only their own portfolio of leads instead of the agency's whole pipelin
Manual lead creation and assigning an ownerRegistering a lead that arrives by phone, portal, or in person, and deciding who takes charge of it, has its own manual: manual 14 · Manual leads covers the full "+ New lead" form