Review lead and conversion records
Open a lead or conversion row. Review classification, time, agent and source conversation together.
Open a lead or conversion row. Review classification, time, agent and source conversation together. Confirm that classification matches the customer intent and outcome in the transcript.
Before you start
- The correct date and line scope
- Access to analytics or Flow Monitoring
Step by step
Open Conversation Analysis → Leads and Conversions
Go to Conversation Analysis → Leads and Conversions from the main menu. Confirm that the selected record matches the task you are about to complete.
Review lead and conversion records
Open a lead or conversion row. Review classification, time, agent and source conversation together.
Check the result
Confirm that classification matches the customer intent and outcome in the transcript.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
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.
