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.

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What are Leads?

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

Primary Contacts

Main contact for each leadThe primary phone number and contact information

Secondary Contacts

Additional phone numbers for the same leadBackup contacts, decision makers, or alternative numbers

Custom Variables

Personalized information for AI conversationsNames, preferences, history, or any data your assistant needs

Status Tracking

Progress monitoring through campaign lifecycleTrack call attempts, completions, and retry status

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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

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Primary vs Secondary Contacts

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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

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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
Use case example: A business lead might have the main office number as primary contact, with the decision maker’s direct line and mobile as secondary contacts.

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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.

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Key Features

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Lead Management

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

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Campaign Integration

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

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Best Practices

  • Phone format: International format without spaces (+1234567890)
  • Clean data: Accurate, current contact information
  • Logical organization: Prioritize secondary contacts appropriately
For troubleshooting lead management issues, see Leads Troubleshooting.
For detailed setup instructions, see Managing Leads and Importing Leads.