Lead Details

Each time a visitor chats with your MagicBlocks Agent, they become a Lead.
The Lead Details page shows everything your Agent knows about that person — their messages, behavior, and any data collected during conversations.

This helps you understand who your leads are, how they engaged, and what actions your Agent took.

What You’ll See

The page is divided into three main areas:

Lead Overview

This section summarizes what MagicBlocks has captured about a specific lead.

You’ll see:

• Basic Info – Name, company, email, phone, and location (if collected).
• Lead Source – Where they came from (e.g., your website URL or campaign link).
• Channel – The conversation type (chat, email, or SMS).
• Device Info – IP, device model, and vendor for identifying returning users.

Activity Summary Cards:

• Total Sessions – Number of conversations.
• User Messages – How many messages they sent.
• Total Goals – Goals achieved (e.g., form filled, demo booked).
• Key Facts – Data captured (e.g., name, email, service of interest).
• Memories / Forms – Stored data and submitted forms.

💡 Tip: Use this section to quickly gauge a lead’s engagement quality and intent.

Activity Feed

This feed shows a timeline of everything your Agent did during interactions with that lead — updated automatically.

You’ll see items like:

• Session Start – When the conversation began.
• Session End – When the user left or the chat ended.
• Lead Handover – When the Agent passed the lead to your CRM or human team.

Each entry includes:

• The Agent name (who captured it).
• The Session ID (unique identifier you can copy).
• The timestamp of the event.

You can search by session, filter by activity type, or sort by newest/oldest to review lead interactions easily.

Lead Notes

On the right side, you’ll find the Lead Notes panel — a space for internal notes that only your team can see.

Use it to jot down:

Follow-up actions or reminders

Lead preferences

Key takeaways from the chat

Click + New Note to add one, or use Search to find existing notes quickly.

Extra User Knowledge

At the top of the page, there’s a section called Extra User Knowledge — this is where you can manually add insights that help future conversations feel more personal.

For example:

“Interested in enterprise plans.”
“Prefers email follow-up on Mondays.”

These details don’t come from the chat automatically — you can type them in anytime.
They help the AI (and your team) remember context about repeat visitors.

Tabs You Can Explore

Below the lead’s name, you’ll find tabs that give deeper insights:

Example

Let’s say a visitor named Biscuit Saffron chats with your Agent.
Here’s what their activity might look like:

Everything is timestamped and traceable through the Activity Feed.

Best Practices

• Check the Activity Feed daily for new handovers.
• Add Lead Notes after reviewing sessions to help your team follow up.
• Use Tags or Extra User Knowledge for personalization.
• Regularly review Key Facts and Goals to spot qualified leads.

Related

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