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Lead Management PRO

Everything your visitor-facing AI captures lands in Auto RepAI → Lead Management.

Lead Management

Leads​

  • Captured automatically when a visitor shares an email with the chatbot or submits an AI Form containing an email.
  • Each lead carries its source conversation or form answers, so you have context before you reply.
  • Work the pipeline with statuses (New → Contacted → In Progress → Qualified → Converted/Closed), priorities and types; filter and search across all of it.
  • Export to CSV streams the current list for your CRM (with spreadsheet-formula injection protection built in).

Support tickets​

"Talk to a human" requests from the chatbot arrive as tickets with reference numbers and transcripts. Track them Open → Waiting → Resolved. Email notifications go to the address you configure (with a test email button to verify delivery).

Chat logs​

Browse full chatbot conversations — including anonymous ones that never became leads — to see what visitors actually ask. That list is your next ten Knowledge Base entries.

GDPR​

Auto RepAI hooks into WordPress's Export Personal Data and Erase Personal Data tools: a visitor's leads and chat history are included in both flows.