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The Leads table shows people who have interacted with Moshi flows. Select a row to open the lead details. Review conversations to find unanswered questions and leads that need your team. Correct missing brand knowledge when your agent gives an incomplete or incorrect answer.

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Views

The available views can depend on your workspace and flow data.

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Find a lead

Use Search leads… to search by name or username. You can add filters for status, channel, qualification, and date range. Use the column control to show or hide table columns.
1

Select a view

Start with Score for qualification work. Use All when you need more columns.
2

Apply filters

Select Add filter and choose the required values. Remove a filter pill when you no longer need it.
3

Open the lead

Select the lead row to review the conversation and lead details.

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Common fields

The table can show identity, channel, status, score, qualification, messages, and last activity. Sales flows can also show commerce fields when the data exists.
Simulator conversations use the Sandbox channel. Treat them as tests when you review lead activity.