Smart Lead Agent
Turns your chat conversations into summarised, categorised leads every day.
The Smart Lead Agent reads your chat conversations once a day, writes a short summary of each, sorts it into the lead categories you define, and turns it into a lead your team can follow up. Nobody has to read every chat.
What it does
- Picks up every conversation that has no summary yet.
- Writes a summary of what the customer wanted and puts it in one of your categories (for example “Admission enquiry” or “Wholesale order”; up to 50, in your own words).
- Creates or updates the lead, with the customer’s details from the chat, on your Leads page.
Turn it on
- Open Agent & Chat → Agents and switch on the Smart Lead Agent.
- Choose the time it runs each day and your timezone (new companies start at 3:00, Asia/Dhaka).
- List your lead categories, separated by commas.
Configure
- Run time and timezone: it runs once a day, after that time in your timezone.
- Categories: the only categories it will use. Change them any time; the next run uses the new list.
What the customer sees
Nothing. It works on conversations that have already happened. Your team sees the new leads with their summaries.
Credits and limits
Each conversation it summarises uses one lead agent credit. If the summary fails, the credit is given back and the conversation is tried again on the next run. Lead agent credits per month by plan:
| Plan | Lead agent credits |
|---|---|
| Free | 0 |
| Starter | 0 |
| Growth | 3000 |
| Scale | 9000 |
| Enterprise | 999999 |
Troubleshooting
- No leads appeared today.
- Check it is switched on, that its run time has passed in your timezone, and that you have lead agent credits.
- A lead is in the wrong category.
- Make your category names more distinct; the agent can only choose from the list you give it.
Signed in? Your own keys, endpoint addresses and the full error tables are
on the API reference inside your dashboard. These public pages never show
anyone’s key: examples use placeholders such as YOUR_EXTERNAL_API_KEY.