> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zynfo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Leads: contacts your AI agent captures

> See the leads your AI agent captures in chat, how the lead score is worked out, how to change status, export leads to CSV, and send them to Freshsales.

# Leads

When a customer shares contact details in a chat, ZynfoAI saves them as a lead. Each new WhatsApp
contact is saved as a lead too. Go to **Leads** in the sidebar to see them.

<Frame caption="Illustration of the Leads page: the summary cards, the lead list with scores, and a lead's details on the right.">
  <img src="https://mintcdn.com/zynfoai/TpFuLv_P_rJXw8fL/images/ui/lead-qualification-hero.png?fit=max&auto=format&n=TpFuLv_P_rJXw8fL&q=85&s=b11a79c450dbfedd1ecb9dc9feb0d0e7" alt="Leads page with Total Leads, New, Qualified, Converted, Avg Score and Conversion Rate cards, a leads table with Status and Score, and a lead panel with notes, product interest and CRM Integration" width="2380" height="1190" data-path="images/ui/lead-qualification-hero.png" />
</Frame>

## At a glance

The cards at the top show **Total Leads**, **New**, **Qualified**, **Converted**, the **Avg Score** and the
**Conversion Rate** (converted leads as a share of all leads).

## Status

Change a lead's status in the list or in its details:

* **New:** just captured.
* **Contacted:** someone on your team has been in touch.
* **Qualified:** a good fit.
* **Converted:** became a customer.
* **Lost:** not going ahead.
* **Archived:** kept out of the way.

Click a lead to see its contact details, product interest, notes and activity. You can add notes there.
**Open conversation** opens the chat the lead came from, and **View customer** opens the
[customer page](/crm-and-support/customers). Each lead has its own link you can share.

## Lead score

Each lead gets a score out of 100 from what the customer shared:

| Detail | Points |
| - | - |
| Email | 25 |
| Phone | 20 |
| Name | 15 |
| Product interest | 20 |
| How clearly they showed buying intent | up to 20 |

Leads you add yourself always get the full 20 for intent. Click the info icon next to **Score** to see
this breakdown in the app. The scoring is fixed and can't be changed.

<Frame caption="Illustration of how a lead's score adds up to 100.">
  <img src="https://mintcdn.com/zynfoai/TpFuLv_P_rJXw8fL/images/ui/lead-qualification-2.png?fit=max&auto=format&n=TpFuLv_P_rJXw8fL&q=85&s=295f85d981f85ad70fc31a60bf900777" alt="Score breakdown: email 25, phone 20, name 15, interest 20, clear intent 20, total 100 out of 100" width="1008" height="644" data-path="images/ui/lead-qualification-2.png" />
</Frame>

## Add a lead by hand

Click **Add Lead**. Enter an email or a phone number (at least one), and optionally a name, company,
product interest, priority and notes.

## Export leads

Click **Export CSV** to download the leads that match your current filters, as a spreadsheet that opens
in Excel or Google Sheets.

## Send leads to Freshsales

If Freshsales is connected, new leads are sent to it automatically, and again when a lead's status,
email or phone changes. To send a lead now, click the sync icon on its row (**Sync to CRM**), or select
several and click **Sync CRM**. A lead's **CRM Integration** status shows whether it was synced. See
[Freshsales](/integrations/freshsales).

## Related topics

* [Customers](/crm-and-support/customers)
* [Tickets](/crm-and-support/tickets)
* [Freshsales](/integrations/freshsales)


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