AI Leads

AI Leads gathers the leads your AI helpers made — the AI receptionist that answers your phone, and the AI chat on your website — and shows how well they're converting.

Before you start

AI Leads is in the menu (with a robot icon) when it's switched on for your company. If you don't see it, it isn't on for you yet — ask MoveBoard support. Everyone in the office can open it, and the table shows only the orders you're allowed to see.

The numbers

The cards at the top cover the period in the From–To boxes (the last month, to start with):

• Conversations — calls and chats the AI had.
• Orders Created — how many became orders.
• Conversion Rate — orders out of conversations.
• Avg Duration — how long a conversation lasted, in minutes and seconds.
• Channel split — how many came from the AI Receptionist and how many from AI chat.

Each card compares with the period before, for example "+4 vs. last period".

When your AI receptionist answers on more than one number, an AI Receptionist row under the cards adds up its calls on all of them, the leads they made and the share of calls that became leads, for example "12 calls · 5 leads · 41.7%".

The list

The list below the cards is the same table as the Orders list, 25 to a page, with one more column: AI channel, which says AI Receptionist or AI Chat.

Status above the table opens on All statuses, so you see every AI lead — booked, lost or still new. Pick a status to narrow it; the count beside it says how many orders match. If nothing matches: "No AI leads with this status."

The row tools work as on the Orders list: the envelope for messages, the Flags cell, the Sales person button, ticking rows for bulk actions, and the Columns gear.

Open a lead

Double-click a row to open the order. In its activity you'll find the AI's call — "AI receptionist call — inbound from …", how long it was and a summary — with the recording and the Conversation transcript.

Who gets AI leads

An AI lead is a lead like any other: it's handed out by your assignment rules. The receptionist's leads carry the lead source AI Receptionist — until somebody ticks that source in their rules, it counts as any source.