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

# Lead Management: From Visitor to Qualified Prospect

> ClientX automatically creates and enriches leads from website visitors, chat conversations, form submissions, and LinkedIn interactions — no manual data entry required.

Every time someone raises their hand on your website — by chatting, filling out a form, or simply arriving from a known company IP — ClientX creates a lead record automatically. You get a complete picture of who visited, what they cared about, and how ready they are to buy, all without entering a single row of data yourself.

## 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.

<CardGroup cols={2}>
  <Card title="Chat Widget" icon="message-dots">
    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.
  </Card>

  <Card title="Visitor Identification" icon="building">
    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.
  </Card>

  <Card title="LinkedIn Interactions" icon="linkedin">
    Lead Gen Form submissions, connection request acceptances, and direct message replies from your connected LinkedIn account are captured and stored as leads automatically.
  </Card>

  <Card title="Form Integrations" icon="clipboard-list">
    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.
  </Card>
</CardGroup>

## 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         |
| **Email**                | 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

<Note>
  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.
</Note>

## 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

<Tip>
  Configure your alert thresholds and destinations in **Settings → Alerts**. You can set a minimum intent score so you only get notified about leads worth acting on immediately.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Manage Your Pipeline" icon="kanban" href="/leads/pipeline">
    Move leads through deal stages, add notes, and track follow-ups on the kanban board.
  </Card>

  <Card title="Automatic Enrichment" icon="sparkles" href="/leads/enrichment">
    Learn how ClientX fills in missing contact and company data using Apollo.io and Hunter.io.
  </Card>
</CardGroup>