14.1 Purpose of Lead Status

Lead status represents the current operational stage of a captured Lead. AIUNIFY Chat uses status values in the Inbox, Dashboard, and reporting views, so the status should reflect actual follow-up progress.

14.2 Available Status Values

The Lead detail screen allows the status to be changed among:

• New
• Qualified
• Contacted
• Won
• Lost

14.3 Updating a Lead Status

1. Open Inbox.
2. Locate and open the intended Lead.
3. Review the Lead information and Conversation context.
4. Locate the Status selector.
5. Select the correct new status.
6. Allow the update to complete.

The deployed Lead screen submits the selected status immediately through the normal Lead update workflow.

14.4 Suggested Operational Meaning

Use your organization's established sales or service process when determining status. The labels themselves generally represent these workflow stages:

• New — newly captured and not yet meaningfully progressed.
• Qualified — determined to meet the team's qualification criteria.
• Contacted — follow-up contact has been initiated or completed according to the team's process.
• Won — the Lead achieved the desired successful business outcome.
• Lost — the opportunity is no longer being pursued or did not convert.

The precise business definition of each stage should follow the workspace team's operating process.

14.5 Review the Conversation First

Before changing a status, review the associated Conversation when available. A visitor's questions, requested information, and current human-handoff state can affect the correct follow-up decision.

14.6 Avoid Premature Status Changes

Do not mark a Lead Won, Lost, Contacted, or Qualified simply to organize the list. Status values affect reporting and should correspond to real events in the follow-up process.

14.7 Locating Leads After a Status Change

After updating a Lead, remember that the Inbox can be filtered by status. If a Lead appears to disappear from the current list after an update, check whether the current Inbox filter excludes its new status.

14.8 Follow-Up Coordination

If the linked Conversation is actively claimed by another operator, coordinate before duplicating live communication. Lead pipeline management and active live-chat ownership are related operational concerns but are controlled separately.