Leads Management

The Leads module in Dynaris is where you track, manage, and act on potential customers. It provides a structured view of all incoming leads and connects directly with AI agents, workflows, and your communication channels.

Instead of manually managing leads across multiple tools, Dynaris centralizes everything and enables automated lead handling from capture to conversion.

What the Leads Module Does

The Leads module allows you to:

• Capture leads from multiple sources
• Track lead status and progression
• View and manage lead data in a structured table
• Trigger follow-ups and actions
• Connect leads to workflows and automation

It provides a clear, centralized view of your pipeline and acts as the starting point for most business processes inside Dynaris.

Lead Data Structure

Each lead contains key information used by agents and workflows:

• Name and contact details
• Company and role (if available)
• Status (such as new, in progress, qualified, completed)
• Source (website, campaign, email, etc.)
• Notes and interaction history
• Timestamps for creation and updates

This allows Dynaris to track the full lifecycle of each lead.

Lead Lifecycle

Leads in Dynaris move through a defined lifecycle.

Typical stages include:

• New — recently captured leads
• In Progress — leads being engaged or followed up
• Qualified — leads ready for conversion or meeting
• Completed — closed or finalized leads

Statuses can be updated manually or automatically through workflows.

How Leads Are Created

Leads can enter the system from multiple sources:

AI Chat and Voice

When a user interacts with your AI Chat Agent or Voice Agent and provides information, a lead is created automatically.

Websites and Landing Pages

Visitors engaging with your website or landing pages can be captured as leads in real time.

Integrations

Leads can be imported from connected tools such as CRM systems, email platforms, or marketing tools.

Manual Entry

You can create leads directly from the Leads module when needed.

Workflows and Automation

AI agents can generate leads during tasks such as email parsing, research, or data extraction.

Managing Leads

The Leads module provides a structured table view for managing your pipeline.

You can:

• View all leads in one place
• Search and filter by criteria
• Update lead information inline
• Track timestamps and activity
• Archive or manage inactive leads

This allows you to control and monitor your pipeline efficiently.

Working with Leads Using AI

AI agents can interact directly with your leads.

Examples:

"Show me all new leads from this week"

"Follow up with leads that haven't responded"

"Schedule meetings with qualified leads"

Dynaris can:

• Retrieve and filter leads
• Update lead status
• Trigger follow-ups
• Create related actions such as meetings or messages

Automation with Leads

Leads can trigger workflows automatically.

Examples:

• New lead → send welcome message
• No response → send follow-up
• Qualified lead → schedule meeting
• High-value lead → notify your team

This ensures leads are handled consistently and without delays.

Lead Source Tracking

Dynaris tracks where each lead originates.

Common sources include:

• Website or landing pages
• Chat interactions
• Voice calls
• Email campaigns
• External integrations

This helps you understand which channels are generating the most value.

Linking Leads with Other Modules

Leads are connected to other parts of Dynaris:

• Calendar for meeting scheduling
• Invoices for billing after conversion
• Files for storing related documents
• Knowledge Base for context-aware responses
• Integrations for syncing with external systems

This creates a complete lifecycle from lead capture to conversion.

Leads vs Contacts

Leads and Contacts serve different purposes:

• Leads represent potential customers in the early stage
• Contacts represent established records with ongoing interactions

Leads can be converted into contacts as they progress.

Best Practices

• Keep lead data structured and updated
• Use status stages consistently
• Automate follow-ups wherever possible
• Monitor lead sources and performance
• Use AI queries instead of manual filtering

What's Next

• Capture your first leads from chat or website
• Explore your pipeline using the AI Assistant
• Set up automated follow-ups
• Connect leads with scheduling and workflows

Leads Management in Dynaris ensures every opportunity is captured, tracked, and acted upon without manual effort.