> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatcrafterai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Activity

# Activity & Leads

View conversation logs and manage captured leads.

## Chat Logs

### What's Tracked

* All messages (user and agent)
* Timestamps and response times
* User satisfaction ratings
* Conversation status (completed, active, abandoned)
* Channel source (web, WhatsApp, Telegram, Discord)

### Accessing Chat Logs

1. Navigate to **Agent Dashboard**
2. Click **Activity** or **Chat Logs** tab
3. View conversation list

### Filtering Options

**By Date:** Today, Last 7 days, Last 30 days, Custom range

**By Status:** All, Completed, Active, Abandoned

**By Satisfaction:** All, High (4-5 stars), Low (1-2 stars), Unrated

**By Content:** Search keywords, user ID, or session ID

### Conversation Details

Click any conversation to view:

* Full message thread with timestamps
* Response time for each message
* Confidence scores
* User feedback (helpful/not helpful)
* Conversation metadata

### Response Speed Indicators

* Green (\< 500ms) - Fast
* Yellow (500ms-1s) - Normal
* Red (> 1s) - Slow

## Leads

### Lead Information

**Contact Details:**

* Name, email, phone
* Company and position
* Capture date and source

**Sales Status:**

* New - Not yet contacted
* Contacted - Sales team reached out
* Qualified - Interested prospect
* Converted - Became customer
* Lost - Not interested

**Lead Quality:**

* Priority (High/Medium/Low)
* Score (numeric rating)
* Conversion value

### Accessing Leads

1. Navigate to **Agent Dashboard**
2. Click **Leads** tab
3. View lead list

### Lead Management

**Assign Lead:**

1. Open lead
2. Click **Assign To**
3. Select team member

**Add Notes:**

1. Open lead
2. Click **Add Note**
3. Write details and save

**Update Status:**

1. Open lead
2. Select new status from dropdown
3. Save

**Set Follow-Up:**

1. Open lead
2. Click **Set Follow-Up Date**
3. Choose date/time

**Track Conversion:**

1. Update status to **Converted**
2. Enter deal value
3. Mark close date

### Filtering Leads

**By Status:** New, Contacted, Qualified, Converted, Lost

**By Source:** Agent, channel, time period

**By Quality:** High, Medium, Low priority

## Common Tasks

### Export Conversations

1. Open **Chat Logs**
2. Click **Export**
3. Choose format (JSON or CSV)
4. Configure options and download

### Share Conversation

1. Open conversation
2. Click **Share**
3. Copy link or email to team

### Review Low-Satisfaction Conversations

1. Filter for 1-2 star ratings
2. Read conversations
3. Identify common issues
4. Update knowledge base or agent settings

### Monitor Lead Quality

1. Review recent leads
2. Check conversion rate
3. Verify leads match target customer
4. Adjust agent qualification if needed

## Best Practices

**Lead Management:**

* Review new leads daily
* Assign within 24 hours
* Follow up within 48 hours
* Update status regularly

**Activity Review:**

* Weekly: Check new leads and low-satisfaction chats
* Monthly: Analyze patterns and lead quality
* Quarterly: Long-term trend analysis

**Privacy:**

* Respect GDPR/CCPA regulations
* Keep data secure
* Don't share without permission
* Maintain retention policy

## Data Retention

All conversation and lead data is retained indefinitely. Export for backup or analysis as needed.