AI in MoveBoard
AI Leads page
The page that gathers every lead the AI receptionist and AI chat made, with how many conversations became orders — and how to work them.
- 2 min read
- Checked against MoveBoard
- For sales
AI Leads in the menu is where you see the work your AI does: every lead the AI receptionist made on the phone and the AI chat made on your website, and how many of those conversations turned into orders.
Before you start
The menu item (with a robot icon) shows once the AI receptionist is on for your company — it isn't a permission. The list shows only the orders you're allowed to see.
What's on the page
- The cards — Conversations, Orders Created, Conversion Rate, Avg Duration, and the split between AI Receptionist and AI chat, for the dates in From and To (the last month to start with), each compared with the period before.
- The list — every AI lead, newest first, like the Orders list with one more column, AI channel. Status starts on All statuses; pick one to narrow it.
The dates change the cards, not the list.
The page itself, column by column: AI Leads.
Work an AI lead
- Double-click a row to open the order.
- In its conversation, read the call's summary — or play the recording, or open the Conversation transcript.
- Check the sales note the AI left: the size, the addresses, special items.
- Follow up — your Follow up AI quote task is waiting in Tasks. See Review AI receptionist calls.
An AI lead is a lead like any other: handed out by your assignment rules, with the source AI Receptionist, and an AI tag on its status in the Orders list.
Reading the numbers
- A low Conversion Rate with long Avg Duration often means callers want a price but don't get one — check Give the estimated cost in the receptionist's Conversation settings.
- Many short conversations can mean callers hang up on the greeting — try a shorter one.
Related guides
- Leads & salesAI LeadsSee every lead the AI receptionist and AI chat made, how many conversations turned into orders, and open each one.
- AI in MoveBoardReview AI receptionist callsWhere each AI call shows up — on the order, in the Calls list, on AI Leads — with its summary, transcript and recording, and the follow-up tasks it leaves your team.
- AI in MoveBoardThe AI receptionistAn AI that answers your phone, asks the right questions, gives the caller an estimate, makes the lead and texts them the link — day and night.
- Leads & salesWho gets each lead (assignment rules)The order MoveBoard follows to give each incoming lead a salesperson, how to set each person's rules, and what the "Not assigned automatically" notice means.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.