CRM Pipeline

NexaDesk includes a built-in CRM pipeline that captures leads from conversations and tracks them through your sales process. Every visitor who chats with your bot can become a lead with a single click.

Pipeline Stages

The default pipeline has six stages:

Lead Properties

Each lead record includes:

• Name — Visitor's name as captured from chat
• Email — Contact email
• Phone — Phone number (optional)
• Company — Organization name
• Source — Where the lead came from (widget, WhatsApp, Messenger, API, manual)
• Pipeline Stage — Current position in your sales funnel
• Tags — Custom labels for filtering and organization
• Need Summary — AI-generated summary of what the visitor needs
• Expected Billing Amount — Estimated deal value
• Assigned Rep — Team member responsible for follow-up

Working with Leads

The CRM shows your pipeline as a drag-and-drop kanban board. Move leads between stages by dragging their cards. Each card shows the visitor's name, source, tags, and time since creation.

Switch to list view for bulk operations — filter by stage, source, or date range, then assign or update multiple leads at once.

Click a lead to see its full profile:

• Contact information and metadata
• Linked conversations (click to view the full chat history)
• Activity timeline with all stage changes and notes
• AI-generated conversation summary

Automatic Lead Capture

NexaDesk can create leads automatically when:

1. A visitor provides their email during a conversation
2. A conversation is marked as containing a qualified inquiry
3. The chatbot detects purchase intent

Configure auto-capture rules under Settings > CRM > Lead Capture Rules.

API Access

The leads pipeline is fully accessible via the REST API. Create, update, and query leads programmatically. See API Reference: Leads for endpoints and examples.