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Published: December 3, 2025

Lead management with full dialog history

See every lead collected by your agents in one place, with statuses, filters, and full conversation history for your sales team.

Lead management with full dialog history
Published: December 3, 2025
leadscrmanalytics

Instant overview

Lead management in Lite.panteo.ai centralizes all contacts gathered by your agents — from website, Telegram, and other channels.
Sales and marketing teams get a clear list of leads with statuses, filters, and full dialogs, so no opportunity gets lost.

Where it shines

Classic sales funnel with managers

  • Managers work from a single list instead of scattered chats and spreadsheets.
  • Example: a B2B company sees all new requests in one table, assigns responsible managers, and changes statuses from “New” to “In work” and “Won”.

Marketing teams tracking campaigns

  • You can see which promotions and traffic sources bring leads that actually talk to the assistant and leave contacts.
  • Example: a performance agency compares leads from different ad campaigns not only by quantity, but also by dialog quality and conversion to calls.

Agencies working with multiple clients

  • Leads from all embedded widgets are stored separately but managed in a single interface.
  • Example: an agency that runs chats for several online schools sees which projects bring more applications and where scripts should be improved.

How to use it in the UI

  1. Open the Leads section in the dashboard to see all contacts collected by your agents.
  2. Use filters by date, status, and agent to quickly find the segment you want to work with today.
  3. Open a specific lead to view the full conversation history, how the contact was collected, and what the client is interested in.
  4. Update lead statuses (for example: New, In progress, Qualified, Not interested) so the whole team understands current priorities.
  5. Export leads to CSV when you need to upload them into an external CRM, mailing tool, or analytics system.
  6. Combine with integrations: connect your CRM so that each new lead in Lite.panteo.ai automatically creates a deal or contact record in your main system.

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