FaceBot Lead Management turns customer conversations into an organized sales pipeline your team can actively work from.

Instead of switching between messaging channels, personal notes, spreadsheets, and separate lead lists, FaceBot brings lead status, conversation context, AI-powered intelligence, follow-up activity, and human actions together in one shared workspace.

This gives sales teams a clearer view of which opportunities matter, what has already happened, and what action should happen next.

What is FaceBot Lead Management?

FaceBot Lead Management is the central workspace for managing active sales opportunities from first interaction through qualification, follow-up, and final outcome.

Leads can be created automatically from conversation activity or added manually by your team. Both types of leads enter the same pipeline experience and can use the same intelligence, status, follow-up, and conversation tools.

The Leads workspace brings together important sales signals such as:

  • Lead queue: A shared view of active opportunities.
  • Lead Quality Index: AI-powered quality context for each lead.
  • Hot Leads: High-priority leads with a Lead Quality Index of 90% or higher.
  • Lead Intelligence: Conversation-derived insights that help teams understand the opportunity.
  • Agent Follow-Up: Track whether sales follow-up is still required or already completed.
  • Media Request: Track requested media or information that still needs to be sent.
  • Conversation context: Open related WhatsApp or email conversations directly from the lead.
  • History: Review status changes, corrections, and pipeline activity over time.

Why a connected lead pipeline matters

Sales opportunities often lose momentum when information is scattered across inboxes, chat threads, spreadsheets, and individual team members.

Without a shared view, teams can struggle to answer basic questions such as:

  • Which leads need attention right now?
  • Which opportunities show the strongest buying intent?
  • Who still needs a follow-up?
  • What did the customer ask for?
  • What stage is the lead currently in?
  • Has requested media or information been sent?
  • What happened during previous interactions?

FaceBot Lead Management brings those signals into one pipeline so teams can make faster and more consistent sales decisions.

How FaceBot Lead Management works

1. Capture leads from conversations or create them manually

FaceBot can create and update leads based on conversation activity, including WhatsApp and email interactions.

Teams can also create leads manually when an opportunity needs to be entered directly.

Manual leads are not separated into a limited workflow. They enter the same lead intelligence pipeline used by conversation-driven leads, allowing teams to manage all opportunities from one workspace.

2. Work from a shared lead queue

The main Leads workspace provides a searchable, activity-based queue of opportunities.

Instead of maintaining separate lists, sales teams can open one operational view to review lead status, recent activity, quality signals, and follow-up requirements.

The queue is designed to help the team answer one important question quickly:

Which lead should we work on next?

3. Prioritize Hot Leads

FaceBot highlights Hot Leads in a dedicated priority view.

Leads with a Lead Quality Index of 90% or higher can appear in the Hot Leads panel, helping teams identify opportunities that may deserve immediate attention.

This allows sales representatives to move beyond first-come-first-served lead handling and use intelligence signals to prioritize stronger opportunities.

4. Review Lead Quality Index and lead intelligence

FaceBot adds AI-powered context to help teams understand the quality and current state of each lead.

The Lead Quality Index provides a quick quality indicator, while additional lead intelligence helps explain the conversation and opportunity in more detail.

This gives sales teams more context before they call, message, or update the pipeline.

5. Open the full lead workspace

Opening a lead gives your team a structured detail view instead of a single flat record.

The workspace includes several tabs:

Overview

The Overview gives a fast summary of the opportunity, including lead quality, customer information, follow-up state, media request status, sentiment, and recommended actions.

Items

The Items section shows extracted product or service demand, missing fields, confirmations, and supporting evidence connected with the lead.

Intelligence

The Intelligence section provides conversation analysis, extraction status, and relevant guardrails used by the lead intelligence workflow.

Profile

The Profile section contains editable customer information and lead status controls.

History

The History section gives your team an audit trail of status changes and human corrections, making pipeline activity easier to understand and review.

Keep conversation context connected to the lead

A lead record is more useful when the sales representative can understand the conversation behind it.

FaceBot connects leads to their available communication context so team members can open the related conversation directly.

Depending on the channel, this can include:

  • AI Chats / WhatsApp conversation context
  • Email conversation context

This means the representative does not need to reconstruct the customer's story manually before following up.

Track Agent Follow-Up

FaceBot includes an operational Agent Follow-Up state directly on leads.

This allows teams to see whether a lead still needs human contact or whether the required follow-up has already been completed.

Sales representatives can mark a follow-up as contacted or reopen it if another action becomes necessary.

This creates a simple execution signal inside the pipeline so important opportunities are less likely to be forgotten.

Track Media Requests

Some sales conversations require additional material before the customer can move forward.

FaceBot tracks this using the Media Request state.

Teams can identify when media is required, mark it as sent after completing the action, and reopen the request if necessary.

This keeps customer requests visible alongside the rest of the lead instead of relying on individual memory or separate notes.

Keep lead intelligence current

FaceBot's Leads workspace can receive live lead snapshot updates as ongoing activity is processed.

This helps lead information stay aligned with newer conversations without requiring constant manual page reloads.

When additional processing is needed, teams can also refresh conversation summaries and AI extraction from the lead detail workspace.

Use human corrections to improve lead accuracy

AI-powered lead intelligence becomes more useful when teams can correct information that does not reflect the real sales situation.

FaceBot allows users to confirm or correct AI-generated outputs and create human correction labels.

These corrections create a clearer record of what the team considers accurate while keeping the lead's history traceable.

This provides a practical balance between automated intelligence and human sales judgment.

What can you do inside FaceBot Lead Management?

  • Create leads manually.
  • Search leads from the shared queue.
  • Review Lead Quality Index.
  • Prioritize Hot Leads.
  • Review customer and lead information.
  • Open related WhatsApp or email conversation context.
  • Update lead status.
  • Add or update status reasons.
  • Track Agent Follow-Up.
  • Mark follow-up as contacted.
  • Reopen follow-up when another action is required.
  • Track Media Requests.
  • Mark requested media as sent.
  • Reopen media requests.
  • Review extracted product or service demand.
  • Review missing information and confirmations.
  • Confirm or correct AI outputs.
  • Create human correction labels.
  • Refresh conversation summaries.
  • Refresh AI extraction.
  • Review status and correction history.
  • Delete leads when appropriate.

How to use FaceBot Lead Management step by step

  1. Open Leads: Select the Leads workspace from the FaceBot navigation.
  2. Review pipeline health: Check top-level metrics such as Total Leads, AI Lead Quality, Agent Follow-Ups, and Urgent Leads.
  3. Check Hot Leads: Review high-priority opportunities highlighted by the Lead Quality Index.
  4. Search the lead queue: Find a specific prospect or scan the queue based on recent pipeline activity.
  5. Open a lead: Review the Overview, Items, Intelligence, Profile, and History tabs.
  6. Understand the opportunity: Check lead quality, customer information, extracted demand, sentiment, and recommended actions.
  7. Review conversation context: Open the related WhatsApp or email conversation when more context is needed.
  8. Update the pipeline: Set the correct lead status and status reason.
  9. Resolve follow-up actions: Complete or reopen Agent Follow-Up when required.
  10. Resolve media requests: Mark requested information as sent or reopen the request if necessary.
  11. Correct intelligence when needed: Confirm or correct AI-generated information and add human correction labels.
  12. Refresh intelligence: Run summary or extraction refresh when new conversation activity changes the opportunity.
  13. Continue monitoring: Keep the lead current as it moves toward its final outcome.

Lead statuses in FaceBot

FaceBot supports lead statuses that reflect different points in the sales journey.

Status values used in the lead workflow include:

  • New
  • Interested
  • Pricing
  • Objection
  • Negotiation
  • Meeting Scheduled
  • Closed Won
  • Closed Lost
  • Not Responded
  • Asked for Meeting
  • Customer
  • Deal Closed
  • Dismissed
  • Pending

FaceBot also applies validation guardrails to custom statuses so pipeline labels remain concise and usable.

Example: managing an active sales opportunity

A prospect messages your business asking about a product, pricing, and delivery timeline.

FaceBot creates or updates the lead from the conversation activity and adds it to the shared lead queue.

The sales manager opens the opportunity and reviews:

  • Lead Quality Index
  • Conversation context
  • Extracted demand
  • Missing information
  • Current follow-up requirements
  • Recommended actions

The lead shows an active Agent Follow-Up requirement, so the manager contacts the prospect directly.

After the conversation, the manager updates the lead status to reflect the latest stage, marks the follow-up as contacted, and corrects any intelligence fields that require human adjustment.

If the prospect requests additional material, the Media Request remains visible until it has been sent.

Every important status update and correction remains available in the lead History, giving the team a traceable record of how the opportunity progressed.

Team access and lead visibility

Lead access can be scoped according to team assignments.

Team members can be limited to leads associated with their assigned items, products, or services within the business context.

This helps businesses maintain clearer ownership while still operating from a shared FaceBot lead management system.

Connect Lead Management with automation

Lead Management can also work with FaceBot Automation for follow-up scenarios such as Silent Buyer Follow-Ups.

Automation rules can help identify high-score, inactive, non-converted leads that require renewed attention.

This creates a connection between pipeline intelligence and follow-up execution, helping teams continue working opportunities even when a conversation becomes inactive.

Best practices for managing your FaceBot pipeline

  • Start with Hot Leads: Review high-quality opportunities first so strong buying signals do not remain unattended.
  • Keep statuses current: Accurate stages give the entire team a more reliable view of the sales pipeline.
  • Review conversation context: Understand what the customer has already discussed before taking the next action.
  • Complete Agent Follow-Ups promptly: Treat outstanding follow-up states as actionable pipeline tasks.
  • Resolve Media Requests quickly: Requested information can be an important blocker in the sales process.
  • Use human corrections consistently: Correct AI-generated information whenever the sales team has better context.
  • Refresh intelligence when conversations change: Run summary or extraction updates when newer messages materially change the opportunity.
  • Use History during handoffs: Review previous statuses and corrections when another team member takes over a lead.
  • Use automation for inactive opportunities: Silent Buyer Follow-Ups can help bring qualified but inactive leads back into the workflow.

Frequently asked questions

Can I create leads manually?

Yes. FaceBot supports manual lead creation with information such as name, status, email, phone, address, and notes.

Do manually created leads receive lead intelligence?

Yes. Manual leads enter the same intelligence pipeline used by conversation-driven leads.

What is a Hot Lead in FaceBot?

FaceBot's Hot Leads view highlights leads with a Lead Quality Index of 90% or higher, helping sales teams focus on high-priority opportunities.

Can I open the customer's conversation from the lead?

Yes. FaceBot can open the related AI Chat or email conversation context depending on the lead's communication channel.

Can I track whether a salesperson followed up?

Yes. The Agent Follow-Up state can be marked as contacted and reopened if another follow-up becomes necessary.

Can I track requested files or information?

Yes. FaceBot includes a Media Request state that can be marked as sent or reopened when further action is required.

Why might lead intelligence appear outdated?

If new conversation activity has arrived since the previous extraction, the intelligence may require an update. FaceBot provides actions to refresh the conversation summary and AI extraction.

Can users correct AI-generated lead information?

Yes. Team members can confirm or correct AI outputs and create human correction labels that are recorded with the lead.

Can every team member see every lead?

No. Lead visibility can be scoped according to assigned items, products, or services within the business context.

Do all lead actions require the same access?

No. Leads access is required to use the Lead Management workspace, while AI refresh functionality also depends on AI Agent access.

Turn conversations into an actionable sales pipeline

FaceBot Lead Management is designed to give sales teams more than a list of names.

By combining lead status, conversation context, Lead Quality Index, Hot Leads, follow-up signals, Media Requests, human corrections, and lead history in one workspace, FaceBot gives teams a clearer way to decide what should happen next.

The result is a connected workflow from conversation to lead intelligence, lead intelligence to action, and action to outcome.

Related FaceBot features

  • AI Chats
  • Automation: Silent Buyer Follow-Ups
  • Dashboard: Opportunities to Act On
  • Email Marketing Workspace
  • WhatsApp and Email Templates
  • Team Access and Assignments