Lead Management
Mojeeb automatically captures leads from every customer conversation and gives you a built-in CRM to manage them. Each AI agent maintains its own lead database, so you can track different business lines or campaigns separately. You can add notes, set custom statuses, create custom fields, filter and search, and export your data.
How does lead capture work?
When customers interact with your AI agent through any connected channel — WhatsApp, Facebook Messenger, Instagram, or your website widget — Mojeeb automatically collects their information and creates a lead. The AI agent extracts the customer's name, phone number, and a summary of what they need. You can customize how the AI captures leads by editing the AI Instructions in the lead settings.
Each lead includes:
- Name — Collected from the conversation or channel profile
- Phone number — From WhatsApp, or collected during the conversation
- Summary — AI-generated description of the customer's needs or request
- Status — Starts as "New" and can be updated as you work the lead
- Linked conversation — Direct link to the original AI conversation
How do I view my leads?
Go to Clients in your dashboard sidebar. You will see a table showing all leads for the currently selected agent, sorted by most recent first.
The table displays these columns:
| Column | Description |
|---|---|
| Name | Customer name and phone number (with copy button) |
| Summary | AI-generated summary of the customer's request |
| Status | Current lead status (e.g., New, Processing, Completed) |
| Notes | Quick link to add a note |
| Created | When the lead was captured (smart timestamp) |
Each row also has action icons for viewing the conversation, editing the lead, and deleting it.
The list uses infinite scroll — as you scroll down, more leads load automatically. There is no page limit.
How do I filter and search leads?
Click the filter button (slider icon) in the top-right corner to open the filter drawer.
You can filter by:
- Search — Search by customer name or phone number. Type your query and press Enter or click Apply Filters.
- Status — Select a specific status (New, Processing, Completed, or any custom status you created). Choose "All Status" to see everything.
- Date Range — Filter by when leads were created. Choose from presets (Today, Last 7 Days, Last 30 Days, This Month) or set a custom date range.
Active filters are shown as badges. Click Clear All to remove all filters at once.
How do I view lead details?
Click the edit icon (pencil) on any lead row to open the lead detail modal. This shows all the lead's information including system fields (name, phone, summary, status) and any custom fields you have configured.
From the detail view you can:
- Edit the lead's name, phone, summary, and status
- View and edit custom field values
- View the linked conversation (if one exists)
- Add, edit, and delete notes
How do I add a new lead manually?
Click the three-dot menu (⋮) in the top-right corner of the Clients page and select Add Lead. A modal opens with a form driven by your configured fields:
- Name (required) — The customer's name
- Phone — Phone number
- Summary — A brief description of the lead
- Status — Select from your configured statuses (defaults to "New")
- Any custom fields you have created
Fill in the required fields and click Create Lead.
How do notes work?
Each lead has a notes section where you and your team can record observations, follow-ups, and conversation outcomes. Notes appear as a timeline sorted by newest first.
Adding a note: Click "Add note" in the lead's row or open the lead detail view and scroll to the Notes section. Type your note and click Add Note. The note is saved immediately — the input clears instantly for a fast workflow.
Editing a note: Hover over your own note and click the edit icon. Only the person who created a note can edit it.
Deleting a note: Hover over your own note and click the delete icon. A confirmation dialog appears before deletion. Only the note creator can delete it.
Status change logs: When a lead's status changes, a special note is automatically created showing the old and new status. These system notes cannot be edited or deleted.
How do I change a lead's status?
Click the status dropdown in the lead's table row or open the lead detail view. Select the new status from the dropdown. The change takes effect immediately. A status change note is automatically recorded in the lead's timeline.
Default statuses are New, Processing, and Completed, but you can customize these for each agent.
How do I customize lead statuses?
Click the three-dot menu (⋮) and select Edit Statuses. The status editor modal opens where you can:
- Add new statuses — Click the add button and enter a value, English label, Arabic label, and color
- Edit existing statuses — Change the labels or colors of any status
- Delete statuses — Remove statuses you no longer need
- Reorder statuses — Drag statuses to change their display order
The "New" status is protected and cannot be deleted or renamed — it is the default status for all new leads.
Each status requires:
- A value (lowercase, used internally)
- An English label (displayed when the dashboard is in English)
- An Arabic label (displayed when the dashboard is in Arabic)
- An optional color for visual distinction
How do I add custom fields?
Click the three-dot menu (⋮) and select Edit Columns. The custom fields manager opens where you can create additional data fields for your leads.
Adding a custom field:
- Click Add Field
- Enter a Field Key (lowercase, snake_case — e.g.,
company_name). This cannot be changed after creation. - Choose a Field Type from 12 available types
- Enter an English label and Arabic label
- Optionally mark the field as Required
- Click Create Field
Available field types:
| Type | Description |
|---|---|
| Text (Short) | Single line text input |
| Text (Long) | Multi-line text area |
| Number | Numeric value |
| Currency | Monetary value |
| Email address | |
| Phone | Phone number |
| URL | Website link |
| Date | Date picker |
| Date & Time | Date and time picker |
| Timestamp | Unix timestamp |
| Yes/No | Boolean checkbox |
| Dropdown | Select from predefined options |
Reordering fields: Drag and drop fields in the list to change their display order. Click Save to persist the new order.
Editing fields: Click the edit icon next to any field to change its labels, required status, or dropdown options. The field key and type cannot be changed after creation.
Deleting fields: Click the delete icon next to any field and confirm the deletion.
How do I edit AI Instructions for lead capture?
Click the three-dot menu (⋮) and select AI Instructions. This opens a modal where you can edit the prompt that controls how the AI agent captures lead information. The prompt tells the AI when and how to extract customer data during conversations.
How do I export leads?
Click the three-dot menu (⋮) and select Export. Choose your preferred format:
- Excel (.xlsx) — Best for spreadsheets and data analysis
- CSV (.csv) — Universal format, works with any tool
- JSON (.json) — For developers and integrations
If you have active filters (status, search, or date range), only the filtered leads will be exported. The export runs in the background — a progress modal shows the status, and you can download the file when it is ready.
How are leads organized?
Leads are organized per agent. Each AI agent maintains its own lead database with its own statuses and custom fields. Switch between agents using the agent selector in the top-right corner of the dashboard. All lead data, notes, statuses, and custom field configurations are specific to the selected agent.
Common questions
Can I recover a deleted lead?
No. Deleting a lead is permanent. A confirmation dialog appears before deletion to prevent accidental removals.
What happens when I delete a lead?
The lead and all its notes are permanently removed. The original conversation is not affected — it remains in your AI Conversations list.
Can multiple team members add notes to the same lead?
Yes. Any team member with access to the agent can add notes. Each note shows who created it. However, only the note creator can edit or delete their own notes.
Is there a limit on the number of leads?
Lead limits depend on your subscription plan. Check your plan details for the specific limit.
Can I see which conversation created a lead?
Yes. If a lead was created from a conversation, a "View Conversation" link appears in the lead detail view. Clicking it opens the full conversation thread.
Do leads sync in real time?
Yes. The leads list updates in real time via Supabase subscriptions. When a new lead is captured or an existing lead is updated by the AI agent or another team member, your view updates automatically without refreshing.