Add your own lead categories to lead analysis
Lead analysis now takes categories beyond Hot, Warm and Cold. Add one, name it, describe it, and the badge, daily report and Reports → Leads follow.
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Mampu AI lead analysis is no longer fixed to Hot, Warm and Cold. You can now add your own lead categories, such as "Ready to sign" for customers who ask for the payment link, and describe in your own words what a customer says at that stage.
How to use it
- Open Settings → AI Monitoring and scroll to Lead analysis.
- Click Add category, then fill in its Badge text, Badge colour and what the category means.
- Use Move up and Move down to place it on the ladder, hottest first.
- Click Save changes.
Details
- You can add up to five categories of your own. A new category starts just above Cold, and Cold always stays the lowest step, where quiet leads land.
- The conversation list badge shows your own badge text and colour, so your team sees the words it uses.
- The daily lead report and Reports → Leads show every category in ladder order.
- Delete removes a category you added, and the conversations rated on it are re-rated on the remaining categories.
