Leads 2.0

Leads 2.0 Feature Documentation

Overview

Leads 2.0 is an improved system for extracting specific data from conversations with your AI agent. It allows you to collect structured information such as names, email addresses, appointment times, preferences, and other custom data points without requiring a separate prompt.

Key Differences from Legacy Leads (Leads 1.0)

Feature	Legacy Leads	Leads 2.0
Prompt Requirement	Requires a separate prompt	No separate prompt needed
Integration	Data extraction separate from main conversation	Data extraction integrated into main system prompt
Implementation	More complex setup	Simplified setup
Partial Data Collection	Limited handling of incomplete responses	Successfully extracts partial data even if users don't answer all questions

How to Use Leads 2.0

Step 1: Configure Your Main System Prompt

Include questions in your main system prompt that ask for the specific information you want to collect:

Copy[In your main system prompt]
After answering the user's first question, ask them for their email address.

Step 2: Define Data Extraction in the Leads Tab

1. Navigate to the "Leads" tab in your AI agent settings

2. Define the data points you want to extract (e.g., email address)

3. Choose where to send the extracted data:

   • Email notification

   • Webhook URL (for CRM integration, Zapier workflows, etc.)

Example of Data Points You Can Extract

• Email addresses

• Names

• Phone numbers

• Appointment times

• Custom preferences

• Any specific information relevant to your business

Additional Features

• Smart Extraction: The system can intelligently extract information (e.g., extract a name from a personalized email address like "[e-mail]")

• Partial Information Handling: If a user only answers some of your questions, the system will still extract and forward the data they did provide

• Data Storage: All extracted lead data is stored within the system and visible in the conversations tab

• CRM Integration: Easily pipe extracted data to CRMs like Go High Level through webhooks

Compatibility Note

If you have existing AI agents, you'll see both "Legacy Leads" and "Leads 2.0" tabs. Existing agents will continue to function with the Legacy Leads system, while new agents can take advantage of the improved Leads 2.0 functionality.

Working with the Summary Feature

Leads 2.0 complements the existing Summary tab functionality, allowing you to extract both structured data (specific fields) and unstructured data (conversation summaries) from your AI interactions.