Leads Overview

Leads are the contacts that your campaigns will call. Each lead can have multiple phone numbers (secondary contacts) and custom variables that your AI assistant can use during conversations.

What are Leads?

Leads represent the people or businesses you want to contact through your campaigns. The lead system supports:

**Main contact** for each lead

The primary phone number and contact information

**Additional phone numbers** for the same lead

Backup contacts, decision makers, or alternative numbers

**Personalized information** for AI conversations

Names, preferences, history, or any data your assistant needs

**Progress monitoring** through campaign lifecycle

Track call attempts, completions, and retry status

Lead Status System

Every lead moves through different statuses during campaign execution:

**Ready to call** - Lead is queued for first contact attempt

**Queued for retry** - Scheduled for next call attempt based on campaign settings

**Currently being called** - Call is in progress

**Waiting for retry** - Will be called again after retry interval

**Retry limit reached** - Maximum call attempts exceeded

**Successfully contacted** - Call completed or goal achieved

Primary vs Secondary Contacts

Primary Contacts

• Main lead record with complete information
• First to be called in campaign sequence
• Inherits campaign variables from assistant settings
• Controls overall lead status and completion

Secondary Contacts

• Additional phone numbers for the same person/business
• Called if primary doesn't answer (based on campaign retry settings)
• Independent status tracking from primary contact
• Can have unique variables different from primary

Variables System

Variables personalize AI conversations with lead-specific information. They are inherited from assistant configuration and can be customized per lead.

Usage in conversations: Assistant uses variables like {customer_name} and {company} for personalized responses.

Key Features

Lead Management

• Manual creation or CSV/Excel import with validation
• Status tracking through campaign lifecycle
• Export capabilities with filtering options

Campaign Integration

• Single campaign assignment per lead
• Automatic status updates based on call outcomes
• Manual status control for campaign management

Best Practices

• Phone format: International format without spaces (+1234567890)
• Clean data: Accurate, current contact information
• Logical organization: Prioritize secondary contacts appropriately