Leads

How to view and interact with leads in Spara.

The Leads page is where you manage every lead that has interacted with your Spara agents. Each row represents a single lead with their current stage, latest action, and next workflow step.

The Leads page showing lead stage, latest actions, and next workflow steps.

Each lead row shows:

• Lead — Name, email, and status indicators. A green checkmark means the lead self-identified; a yellow warning icon means they were identified through deanonymization or enrichment.

• Stage — Where the lead is in your funnel: Browsing, Engaged, Email Captured, Webform Submitted, Calendar Shown, or Call Scheduled.

• Latest Lead Action — The most recent action the lead took (e.g., Sent Chat Message, Answered Phone Call, Visited Webpage).

• Next Step — The upcoming workflow touchpoint, or "No upcoming steps" if the lead isn't in an active workflow.

Filtering and Search

Use filters to narrow your leads list:

Filter	Options
Timeframe	Last 7 days, Last 30 days, Last 90 days, All time, or custom range
Agent	Filter by a specific Chat, Email, Voice, or Copilot agent
Channel	Chat, Email, Voice, Text
Engagement	High (5+ messages), Medium (<5 messages), Browsing (no messages)
Stage	Any lead stage
Lead Source	Spara, Salesforce, HubSpot, Marketo, Leads API
Country	Searchable country list based on IP location
Known	Verified vs. enriched leads

Use the search bar to find leads by name, email, or company. Click Export as CSV to download the filtered list.

Lead Details

Click any lead to open their detail view, which has two tabs:

Timeline

The Timeline shows the full conversation history between the lead and your agents across all channels — chat messages, voice calls, and emails in a single chronological view.

The Timeline tab showing a chat conversation between a lead and a Spara agent.

This is where you can:

• Take over a conversation — Click "Take over chat" at the bottom to enter manual mode. Spara agents will stop sending automatic messages. Click "Return to Automated" when you're done.

• View next steps — The right sidebar shows upcoming workflow touchpoints and past actions.

When a team member takes over via Take over chat, the timeline shows a "[Name] has taken over the chat" marker at that point in the history. When they click Return to Automated, a "Returned to automated" marker appears. These markers make it easy to see at a glance exactly when human and AI control switched during a conversation.

Spara can send Slack, Webex, or Microsoft Teams notifications when specific events happen, so your team knows when to take over. Configure these in Notifications.

Lead Details

The Lead Details tab shows everything Spara knows about a lead — personal information, a conversation summary, and company data pulled from enrichment and CRM syncs.

The Lead Details tab showing personal information, conversation summary, and company data.

Information is organized into sections:

• Personal Information — Name, email (with validation status), phone, job title, seniority, department, LinkedIn profile, location, skills, and interests.

• Conversation Summary — AI-generated summary including questions asked, sales stage, pain points, and interests identified.

• Company Details — Company name, website, industry, revenue, headcount, business model, and products.

• Company Insights — Corporate objectives, competitors, recent news, and small talk opportunities.

All fields come from Spara's Data Model — a combination of data gathered by agents, CRM syncs, and lead enrichment.

FAQ

How do I improve a response the agent gave?

Lead conversations are connected to Ask AI. If you see a response you want to improve, use the feedback tools in the conversation to suggest better behavior. This helps refine your agent's prompt over time.

Can I export lead data?

Yes. Apply any filters on the Leads page and click Export as CSV to download the filtered results.

How does deanonymization work?

When a visitor hasn't self-identified, Spara can match them to known contacts using IP and behavioral signals. Deanonymized leads are marked with a yellow warning icon to indicate the data came from external sources rather than direct identification. See Deanonymization for details.

What happens when a lead is blocked?

Spara automatically blocks leads who send harmful or malicious content. Blocked leads can no longer receive responses from Spara. See Blocking for details on how moderation works and how to manually block or unblock leads.