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Operating Gabbex

Leads dashboard

Manage everyone who left contact details with your assistant — captured automatically by the lead capture tool.

The leads dashboard is the list of every visitor who has shared contact details with your assistant. It is fed automatically by the lead capture tool and the escalate to human flow.

Where to find it

Open your assistant and click Leads. The list is sorted by most recent first.

Each row shows:

  • The visitor’s name (if collected).
  • Email and/or phone (if collected).
  • The first question that started the conversation, so you can see what they were interested in.
  • Any custom fields the assistant collected (company, budget, use case, etc.).
  • A timestamp.
  • A status — new, contacted, or archived.

Inspecting a lead

Click a row to open the full lead detail. You will see:

  • All the contact details and custom fields.
  • The complete conversation transcript that produced the lead.
  • The channel the lead came from.
  • A notes field for your own annotations.

The transcript is the most valuable part. It tells you what the visitor actually wanted, in their own words, before you even reach out.

Updating lead status

You can mark a lead as:

  • New — the default state when the lead is first captured.
  • Contacted — once you have replied or reached out.
  • Archived — for leads that turned out to be irrelevant.

Status changes are workspace-wide. Anyone on your team can see what has already been touched.

Exporting leads

The leads dashboard supports CSV export. Filter the list to the leads you want and click Export. The CSV includes all standard fields and any custom fields you have configured.

This is useful for:

  • Importing leads into your CRM.
  • Sharing a weekly digest with your sales team.
  • Backing up before a major change.

Searching and filtering

You can filter leads by:

  • Status — new, contacted, archived.
  • Date range — last 24 hours, last 7 days, custom.
  • Channel — website, Shopify, WhatsApp, Messenger.
  • Custom field values — for example, only leads where “company size” is “11–50”.

Combine filters to slice the list however you need.

Where leads come from

Leads are created in two ways:

  1. The lead capture tool fires during a conversation. The assistant asks for contact details when buying intent is detected. See Lead capture tool for the configuration.
  2. An escalation collects contact details. When the assistant escalates to a human, it asks for the visitor’s name and email so your team can follow up. The conversation appears in the leads list as well.

If you do not see leads appearing, check that the lead capture tool is enabled and configured. The most common causes of an empty leads list are: the tool is off, the sensitivity is set too low, or no one has visited your site yet.

GDPR and lead data

Leads are personal data. Gabbex stores them inside your workspace and does not share them with third parties. You can delete any lead at any time from the lead detail page, and deletion is permanent.

If a visitor asks you to delete their data under GDPR or a similar law, find their lead in the dashboard and click Delete. Both the lead and the originating conversation are removed.

Next steps