Working with leads

Filtering, following up, and getting leads out of OyeChats and into your own systems.

On this page

Reviewing a lead
Manual follow-up
CSV export

Reviewing a lead

Opening a lead shows the contact details, the composite score and tier, the per-dimension breakdown with its signal trail, the full transcript, approximate location and device, and the pages the visitor saw. New leads are flagged unread until someone opens them, so nothing sits unnoticed.

Manual follow-up

You can send a follow-up email to a lead straight from OyeChats. It costs 1 credit, sends from your branded sender with your Reply-To so replies reach your own inbox, and includes a working unsubscribe link.

Follow-up is not a marketing channel. This is for a genuine one-to-one reply to someone who just talked to you. Bulk or repeated unsolicited email through it is a breach of the Acceptable Use Policy and puts sending reputation at risk for everyone.

Follow-up sending can be paused per chatbot, and unsubscribes are honoured automatically.

CSV export

Export from Leads → Export, optionally filtered to one chatbot. Available on Starter and above.

Columns	Included on
Session ID, Name, Email, Phone, Company, Score, Status, the four framework dimensions, Location, Device, Messages, Created, Last Active	Starter and above
Source, Medium, Campaign, Referrer, Landing Page, Journey	Standard and above

For a live feed, use webhooks. CSV is a snapshot. If you want leads in your CRM as they qualify, use webhooks or the REST API instead of exporting on a schedule.

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