Leads
Every person who messages your connected accounts becomes a lead in Setterix.
Lead pipeline
Leads move through stages: new → contacted → qualified → meeting_booked → closed_won / closed_lost.
The AI agent automatically advances leads through stages based on conversation outcomes.
Features
Auto-scoring — Each lead gets a 1-100 score based on your qualification criteria.Tags — Auto-applied by the AI or manually added. Use tags like "hot", "price-sensitive", "ready-to-book".Filters — Filter leads by stage, score range, tags, channel, or date.Bulk actions — Select multiple leads to tag, assign, or export.Lead detail — Click any lead to see full contact info, conversation history, and activity timeline.Custom fields — The AI extracts and stores structured data (name, email, phone, budget) from conversations.