Mission control for conversations provides a tabular look at leads engaged in conversations with your AI SDR agent and/or human sales reps.

At the top of the view, you can use the date filter to adjust the time range for the data displayed and search for specific leads.

Clickable tiles

There are six clickable tiles that allow you to filter the lead list below:

• Leads: The total count of leads engaged.
• Handoffs: Instances where your AI SDR agent hands off a visitor to a human for a conversation.
• Leads captured: The number of new leads whose information was captured during a conversation.
• Offers shared: The number of conversion offers presented to visitors.
• Meetings booked: The total number of meetings successfully booked.
• Meetings offered but not booked: Instances where a meeting was proposed but not finalized.

Lead list

The main body of the view is a searchable list of leads. Available columns include:

• Name: The name of the visitor.
• Account: The account associated with the lead.
• Account guide: The specific guide assigned to the account.
• All activity: A summary of engagement activities.
• Latest lead activity: The most recent action taken by the lead.

Clicking on any lead in this list will open the Lead 360 panel, providing deep context for that individual.