How Leads Are Created
ClientX captures leads from four distinct sources. Each source feeds into the same unified lead record so your pipeline stays clean and deduplicated.Chat Widget
When a visitor shares their name, email, or phone number during a conversation with your AI chat agent, ClientX instantly creates a lead record and attaches the full conversation transcript.
Visitor Identification
ClientX resolves the company and — where possible — the individual behind anonymous website traffic using IP-based signals. Identified visitors are surfaced in the Agent Visitors tab on the Leads page.
LinkedIn Interactions
Lead Gen Form submissions, connection request acceptances, and direct message replies from your connected LinkedIn account are captured and stored as leads automatically.
Form Integrations
Submissions from Tally, Google Forms, and other connected form tools are routed into your lead pipeline in real time. Map your form fields once and ClientX handles the rest.
What’s Inside a Lead Record
Each lead record contains everything your sales team needs to start a qualified conversation:| Field | Description |
|---|---|
| Name | Full name of the contact, resolved from the chat, form, or enrichment |
| Work email address | |
| Phone | Direct or mobile number (revealed on demand via Apollo) |
| Company | Company name, resolved from conversation, form, or IP identification |
| Title | Job title from enrichment or LinkedIn |
| Intent Score | 0–100 score reflecting how likely the lead is to convert |
| Pages Visited | List of pages the visitor viewed before and during the conversation |
| Conversation Summary | AI-generated summary of what the visitor discussed with the chat agent |
| Source | How the lead was captured: chat, linkedin, form, visitor_id, manual |
Intent Scoring
ClientX scores every lead from 0 to 100 based on a combination of engagement signals collected during the visit:- Pages visited and depth of navigation
- Time spent on pricing, features, or use-case pages
- Questions asked in the chat widget
- Number of sessions and return visits
Leads with an intent score of 70 or higher are highlighted in your pipeline so you can prioritize outreach on the contacts who showed the clearest buying signals.
Lead Notifications
You don’t need to watch the dashboard to stay on top of new high-intent leads. Configure real-time alerts so the right person on your team gets notified the moment a qualified lead is captured.- Email alerts — receive a notification email with the lead’s name, company, intent score, and a link to the full profile
- Slack alerts — post a message to any Slack channel or DM when a new lead meets your threshold
Next Steps
Manage Your Pipeline
Move leads through deal stages, add notes, and track follow-ups on the kanban board.
Automatic Enrichment
Learn how ClientX fills in missing contact and company data using Apollo.io and Hunter.io.