Leads

The Leads section provides detailed insight into individual prospects who interacted with your AI Assistant. It goes beyond raw conversation logs by surfacing a clear summary of each user's engagement, their level of intent, and the actions they took. This makes it easy for marketers and sales teams to quickly identify high value leads and plan effective follow-ups.

Table Features

• Columns
  • Name: Lead's name. Click it to open the Lead Details sidecar.
  • Email: Lead's email address.
  • Chat Summary: An AI generated summary of the user conversation, with a icon to access the full transcript.
  • Lead Score: Automatic assignment of the prospect into High, Medium, or Low based on user engagement and detected intent.
  • Last Active: Date of the lead's most recent chat message.
  • Intent: Key intent signals inferred from the conversation.
  • CTAs: Calls-to-action are recorded based on the actual links or buttons the user clicked (e.g., Demo, Contact, Learn more).
  • Additional user data captured: These columns (Job Title, Company, Employees Size, Phone, Country) are displayed only if you configured your campaign to collect them from the user as part of Chat registration.
• Sorting
  Click any column header (e.g., Lead Score, Job Title) to reorder the table.
• Filtering
  Use the dropdowns at the top to filter by:
  • Lead Score (High/Medium/Low)
  • Intents (Purchase, Need, Budget, Authority, Timing)
  • CTAs (e.g., Demo, Contact, View resources)

Instantly reset all filters to see the full lead list again.

• Export to CSV
  • Download the visible table data in CSV format.
  • Includes headers: Name, Email, Chat Summary, Lead Score, Last Active, Intent, CTAs (plus Job Title, Company, Employees Size, Phone, or Country if those fields are enabled for the campaign).
  • Useful for CRM imports or offline analysis.

Chat Summary

For every prospect, ZipTier automatically records a full transcript of their interaction with your AI Assistant. To make this information easier to digest, the system uses AI to generate a concise summary that highlights the prospect's key questions, areas of interest, and overall engagement. This means you don't have to sift through long conversations to understand key aspects of what was discussed; the summary surfaces the critical details at a glance.

• What you see: A short description of the conversation in the Leads table.
• Full detail: Click the icon to open the complete transcript with timestamps, user details, and all messages exchanged.
• Why it matters: Summaries help marketing and sales teams quickly identify high-intent leads, understand prospect needs, and prepare more effective follow-ups.

Intents

The Intents feature helps you understand the motivations behind a prospect's conversation with your AI Assistant. By analyzing chat transcripts, ZipTier automatically tags each lead with one or more intent categories. These insights allow marketers and sales teams to gauge where the prospect is in their buying journey and prioritize follow-ups accordingly.

Intent Categories

• Need – The user has a specific need or problem they are trying to resolve
• Purchase – Beyond the need, the user is actively looking to purchase or implement a solution, asking about pricing or purchase details.
• Budget – The user shares budget constraints or a price range they have in mind.
• Authority – The user indicates their role in the decision-making process (e.g., “I am looking to buy for my team”).
• Timeline – The user mentions a timeframe for purchase or implementation.

Lead Score

The Lead Score gives you a quick way to understand how qualified a prospect is based on their interaction with your AI Assistant. ZipTier reviews all prospect conversations, identifies the intents, reviews the actions taken by the prospect and puts all of this together to calculate a numerical lead score for the user. These numerical scores are then classified into High, Medium, or Low based on the intents extracted out of the conversation along with engagement metrics.

The score is computed using multiple factors, including:

• Intents detected in the conversation (e.g., interest in pricing, purchase readiness, budget discussions).
• Engagement level, such as the number and depth of questions asked.
• CTAs clicked, like booking a demo, viewing resources, or requesting contact.

A High score indicates strong purchase signals and engagement, suggesting a prospect is ready for immediate follow-up. A Medium score suggests moderate interest, where nurturing may be required. A Low score reflects limited interaction or weak buying signals.

By surfacing lead scores alongside chat summaries and intents, ZipTier helps marketing and sales teams prioritize follow-ups, focus on the most promising leads, and optimize resource allocation.