Customers and leads

See who chatted, capture contact fields, export a CSV, or anonymize a person.

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Dashboard → Customers is the contact list your chatbots build. Search, filter by chatbot and status, and read the four tiles correctly.

One contact on one chatbot: contact fields, lead status, lifecycle stage, attribution, consent, and a dated activity timeline.

Choose what your chatbot asks for before its first reply, under Settings → Customer data. Off until you switch it on.

Download the filtered list as a spreadsheet. It streams straight to your browser and matches exactly what is on screen.

Permanently strip a person's identity from your workspace, including their chat text. Irreversible, and the right tool for an erasure request.

Three sources create a customer: the widget or hosted page, the dashboard, and Call actions. Anonymous chatting creates nothing.

Ready to try it on your own content?

Create a free workspace, add a document, and ask the questions your team is tired of answering.