Review lead and conversion records
The Lead and Conversion tab holds three segment cards and one table. Filter with a card, open a row with Inspect, then check its label.
This tab gathers offer, appointment and sale records. The three cards count the whole period. The table draws only the 150 newest rows. Clicking a card sends a label filter to the server. Appointment and sale rows carry a converted badge.
Before you start
- Conversation analysis visible in the left menu
- At least one conversation labelled as a lead in the period you chose
- Transcript permission if you plan to open the conversation
Step by step
These screens sit inside the Intent AI section. Sign in, open Intent AI; the menu names below are in that section's left menu.
Switch to the lead and conversion tab
Click that tab at the top of the conversation analysis screen.
Click a segment card
The table drops to that label.
Open the row you care about
Press the inspect button, or click anywhere in the row.
Compare the row label with the card
The same label should sit under the customer name.
Read the drawer heading
Channel, line, agent when known, and lead type sit on one line.
Result checkIf it did not work
Check these
- A card counting more than the table shows is not a fault. The table stops at 150 rows.
- If a record you expect is missing, tick the completed-records box.
- Completed rows, wrong detections and hidden rows drop out of the default view.
- The default sort is last message. Click the score header to sort by priority.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
