In addition to the workspace-wide Inbox, AIUNIFY Chat provides a Lead view for an individual Agent. Use this view when you want to evaluate Leads captured by one Agent without mixing them with Leads generated by other Agents in the workspace.
The Agent Lead view follows Agent access permissions. The current user must be permitted to view the selected Agent.
If an Agent is not available to your account, its Agent-specific Lead records should not be expected to appear through that restricted view.
The Agent-specific Lead list can include:
The Agent-specific Lead search can match:
This makes it possible to locate a Lead using either contact information or the website context in which the Conversation occurred.
The Agent Lead view also calculates summary information for the selected Agent, including:
For the deployed summary, Qualified-related Leads include status values Qualified, Contacted, and Won.
Agent-specific Leads are paginated. Continue through additional pages when the Agent has more Lead records than fit in the current result set.
Use the workspace Inbox when your goal is to work all captured Leads across the current workspace. Use the Agent-specific Lead view when your goal is to investigate one Agent's lead-generation activity.
When comparing Agents, do not evaluate only total Lead count. Also consider Conversation volume, lead quality, contact completeness, conversion status, and the website pages producing those Leads.