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Lead Insights

On the right panel, you can access complete Lead Information at a glance, providing a 360° view of each contact.

Contact Information​

Access comprehensive contact details including:

  • Contact Details: Email, phone number, and company.
  • Professional Info: Department, job title, location, and reporting line.
  • Lead Quality Metrics: Evaluate how qualified or valuable the lead is for your business.
  • Contact Insights: View previous messages, engagement history, and other relevant notes.

Lead Overview

Benefits of Lead Insights​

This 360° overview helps your team or AI agent communicate with precision and personalization by:

  • Understanding the contact's role and background
  • Viewing complete interaction history
  • Assessing lead quality and priority
  • Accessing all relevant information without switching screens
  • Making informed decisions about next steps

With all this information readily available, every conversation can be personalized and contextual, leading to better customer relationships and higher conversion rates.