Leads and Analytics
AgentPress automatically captures leads from agent conversations and provides AI-powered analysis to help you prioritize follow-up. This guide covers how to view, manage, and analyze leads captured by your agents.
How Leads Are Captured
Section titled “How Leads Are Captured”When users interact with your agents, AgentPress can automatically capture their contact information as leads. This happens seamlessly during conversations—no manual data entry required.
Information Captured:
- Contact Details: Name, email, phone number
- Company Information: Company name, website, industry, job title
- Location: City, state, country
- Conversation Context: Links to all conversations with this lead
Leads are deduplicated automatically. If the same email or phone number appears again, the existing lead is updated rather than creating a duplicate.
AI-Powered Lead Scoring
Section titled “AI-Powered Lead Scoring”Every lead is automatically analyzed by AI to help you prioritize your outreach. Two scores are calculated:
Lead Quality Score (1-5)
Section titled “Lead Quality Score (1-5)”How well does this lead fit your ideal customer profile?
| Score | Meaning |
|---|---|
| 5 | Excellent - Strong fit, high-value prospect |
| 4 | Good - Clear fit, engaged, shows budget signals |
| 3 | Average - Some potential, needs nurturing |
| 2 | Poor - Unclear needs, unlikely customer |
| 1 | Low - Spam or irrelevant |
Buying Intent Score (1-5)
Section titled “Buying Intent Score (1-5)”How ready is this lead to make a purchase decision?
| Score | Meaning |
|---|---|
| 5 | Very High - Ready to purchase, requesting demos |
| 4 | High - Actively looking, asking about pricing |
| 3 | Medium - Evaluating options, comparing solutions |
| 2 | Low - Gathering information, no timeline |
| 1 | None - Just browsing |
Persona Classification
Section titled “Persona Classification”If you’ve configured personas and journeys, leads are automatically classified into the persona that best matches their profile and behavior.
Viewing Your Leads
Section titled “Viewing Your Leads”Navigate to the Leads section in your admin console to see all captured leads.
The Leads List
Section titled “The Leads List”The leads list shows:
- Lead name and company
- Email address
- Lead quality score (color-coded)
- Buying intent score (color-coded)
- Assigned persona
- Source (internal, HubSpot, Salesforce)
- Capture date
Score Colors:
- Green (4-5): High priority leads
- Yellow (3): Medium priority
- Red (1-2): Low priority
Filtering Leads
Section titled “Filtering Leads”Use filters to find specific leads:
- Search: Find leads by name, email, or company
- Quality Score: Show only leads above a minimum quality threshold
- Intent Score: Show only leads above a minimum intent threshold
- Persona: Filter by assigned customer journey
Bulk Actions
Section titled “Bulk Actions”Select multiple leads to perform bulk operations:
- Reanalyze: Run AI analysis again to update scores
- Delete: Permanently remove selected leads
Lead Details
Section titled “Lead Details”Click any lead to view their full profile:
Contact Information
Section titled “Contact Information”- Email (click to open email client)
- Phone (click to call)
- Website (click to visit)
- Location details
Company Details
Section titled “Company Details”- Company name
- Job title
- Industry
AI Insights
Section titled “AI Insights”The AI Insights section shows:
Current Scores Visual displays of quality and intent scores with explanations.
Persona Assignment Which customer journey this lead matches.
AI Summary An automatically generated summary of all conversations with this lead. You can regenerate this summary at any time.
Analysis Reasoning The AI’s explanation of why it assigned these scores—what signals it detected in the conversation.
Analysis History A complete timeline showing how scores have changed over time. Each entry includes:
- Previous scores
- The reasoning at that time
- Timestamp
Linked Conversations
Section titled “Linked Conversations”See all conversation threads associated with this lead. Click any conversation to view the full transcript.
CRM Integration
Section titled “CRM Integration”If you’ve connected a CRM like HubSpot, you’ll see:
- External ID in your CRM
- Direct link to open the lead in your CRM
Reanalyzing Leads
Section titled “Reanalyzing Leads”Lead scores can be updated as more information becomes available. To reanalyze:
Single Lead: Open the lead detail page and click Reanalyze.
Multiple Leads: Select leads from the list and click Reanalyze in the bulk actions bar.
Reanalysis considers:
- All conversations with the lead
- Updated persona definitions
- Current lead profile information
Analytics Dashboard
Section titled “Analytics Dashboard”The Analytics section provides system-wide insights into your agent performance.
Overview Metrics
Section titled “Overview Metrics”- Total messages exchanged
- Number of conversations
- Active users
- Agent usage
Performance Metrics
Section titled “Performance Metrics”- Response latency by agent
- Token usage and costs
- Success rates
- Error tracking
Agent Comparison
Section titled “Agent Comparison”Compare performance across agents:
- Messages handled
- Average response time
- Cost per conversation
- User satisfaction
Date Range Filtering
Section titled “Date Range Filtering”All analytics can be filtered by date range. The default view shows the last 30 days.
Best Practices
Section titled “Best Practices”Review High-Intent Leads Quickly
Section titled “Review High-Intent Leads Quickly”Leads with buying intent scores of 4-5 are actively looking to make a decision. Prioritize follow-up within 24 hours.
Use Persona Filtering
Section titled “Use Persona Filtering”If you’re running targeted campaigns, filter leads by persona to see which customer types are engaging most.
Monitor Score Trends
Section titled “Monitor Score Trends”Use the analysis history to understand how leads evolve. A lead whose intent score increases over multiple conversations may be warming up.
Reanalyze After Persona Changes
Section titled “Reanalyze After Persona Changes”If you update your persona definitions, reanalyze existing leads to see if classifications change.
Connect Your CRM
Section titled “Connect Your CRM”Syncing with HubSpot or Salesforce keeps your lead data consistent across systems and enables your sales team to follow up without switching tools.
Summary
Section titled “Summary”| Feature | Description |
|---|---|
| Automatic Capture | Leads captured from agent conversations |
| AI Scoring | Quality and intent scores with reasoning |
| Persona Classification | Auto-assign to customer journeys |
| Full History | See all conversations with each lead |
| Bulk Operations | Reanalyze or delete multiple leads |
| CRM Integration | Sync with HubSpot and Salesforce |
| Analytics | Track performance across agents |
AgentPress transforms every agent conversation into actionable lead intelligence, helping you focus your efforts on the prospects most likely to convert.