Prospecting > Leads. A lead is a prospect whose origin is your widget or your hosted page, so everything you already know about prospects applies. What the tab adds is what only we can tell you: what the report found, what it cost you, and whether the visitor turned into a user.
Column | What it tells you |
|---|---|
Company | The brand, its site, and the address that asked |
From | Your site, meaning the embedded form, or your page, meaning the hosted one |
Report | Whether the report is queued, running, ready or failed |
Score | The visibility score the report produced |
Ranked | How many of the report's prompts mentioned their brand |
Credits | What this lead actually cost, read from your credit ledger |
Account | Whether they claimed their report and whether that seat is still alive |
Whether the report email was delivered, bounced or suppressed | |
Captured | When the form was sent |
Company, score, credits, account and date sort on the server, so sorting works across every page and not just the one you are looking at. Filters for report state, origin and claimed, plus a search over company, site and address. Every filter resets you to the first page.
Export gives you the same filtered list as a CSV, up to 5000 rows, with the header Excel needs to read accents correctly. It never contains anything the visitor did not give you.
Click a row. The panel shows the score, the ranked prompts, the credits and the delivery state, then two things worth reading:
What the onboarding collected. If the lead claimed their report, the agent asked them a few questions to set their brand up. Their answers are here: their role, where they sell, who they sell to. It is qualification you did not have to run.
The conversation. The turns they had with the agent, in order. You are reading what they told a chat about their own business before you got on a call.
Both are empty until they claim the report, and the panel says so rather than showing a blank box.
From the same panel you can send the report again or send the claim link again, both from your address, and delete the lead when somebody asks you to remove their data. Deleting takes the contact and the report brand with it, and refuses if that brand has since become a real one.
White label > Widget > Webhooks. Up to five active endpoints per account, each subscribed to any of three events:
Event | When it fires |
|---|---|
| The form was submitted and the lead is saved |
| The report finished and the email went out, with the share link |
| The lead opened an account on your domain |
Each event carries the lead as lead_id, so the three can be matched on one field:
Event | Fields in |
|---|---|
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Every delivery is signed. Verify the X-RP-Signature header with the secret shown once at creation: if you lose it, rotate it, and the old one keeps verifying for 24 hours so nothing drops while you deploy.
A delivery that fails is retried with a growing delay. An endpoint that keeps failing is turned off and you get a notification saying so, with the reason on the row. Fix it and press Enable.
Deliveries on any endpoint shows the recent attempts with the response code, and lets you replay one as a fresh event.
These are separate from the per-brand webhooks in the Developer API. Nothing here changes those, or the public API, or the events they send.
No. Client seats count seats over brands you created. A lead's report brand is a different type and sits outside that cap.
The flow stops: no seat, nothing written on their existing account, and the lead shows "Has an account". They get a note telling them to open the report from the account they already have.
Usually our global suppression list: an address that unsubscribed from any email we ever sent stays suppressed even when the email is yours. The Email column shows it, and you can still copy the report link and send it yourself.
One to three minutes. The visitor watches the progress and, after thirty seconds, is offered the option to have it emailed instead.
Export the CSV. The webhooks are there for when you want it to happen without anyone pressing a button.
Lead Widget - Set the widget up and price it
Prospecting - The outbound half of the same page
Client Access - What a lead sees once they claim their report
Contact us at [email protected]
