Answer
Lead Engine is your built-in Kanban board for managing contacts and tracking deals from first touch to closed. Every lead shows up as a card you can drag through your pipeline stages, and all the context you need is just one click away.
Setting up your pipeline for the first time
When you open Lead Engine for the first time, you will be asked to pick a template that matches how you work:
- Go to Lead Engine in the main navigation.
- Choose one of the four templates:
- Service provider : new, in conversation, quote, customer - B2B : lead, introduction, proposal, negotiation, won - Custom : request, intake, design, production, delivery - Standard : a general starting point you can adapt
- Your pipeline is created instantly with the right stages in place.
You can always rename or add stages later via the settings icon at the top of the board.
Working with cards
Every contact in your pipeline appears as a card showing:
- Name and company
- Estimated value of the deal
- Source : whether they came in through the chatbot, an assessment, a contact form, or were added manually
- Time in the current stage, so you can spot leads going cold
To move a contact forward, simply drag the card to the next stage. That is all it takes.
Viewing contact details
Click any card to open the full detail panel on the right. Here you will find:
- Full timeline : every chatbot conversation, assessment result, and form submission this contact has had
- Tasks : to-dos with deadlines so nothing falls through the cracks
- Notes : your own observations and follow-up notes
How new contacts enter your pipeline automatically
You do not have to add every lead by hand. Lead Engine creates a new card automatically whenever someone:
- Completes a chatbot conversation on your site
- Finishes one of your assessments
- Submits a contact form
The card lands in your first pipeline stage, tagged with the right source, ready for you to follow up.
Adding a contact manually
- Click the plus button at the top of the board.
- Enter the contact's name, email address, and company.
- Click Save. The card appears in your first stage immediately.
Tips
- Keep an eye on the time-in-stage indicator. If a card has been sitting in the same column for a while, it is a good signal to follow up.
- Use tasks with deadlines inside the detail panel to schedule your next call or email, so your task counter at the top of the board stays on top of what needs attention today.
- You can customize your stage names at any time without losing any existing cards or contact history.