Here you see all people who left their contact details through your LeadWin agent, whether with a contact inquiry or an appointment booking. For each person there is a card with everything they did with your agent. You find the page in the area Leads in the group LeadWin. It contains Appointments, Inquiries and Contacts.
At a glance
- There is one row per email address. If the same person gets in touch several times, it stays one row.
- The number is at the top right (“1 contact”, “3 contacts”).
- The person with the most recent activity is at the top.
- Clicking a row opens the contact card from the right side.
- You need a LeadWin agent that runs on your website. The page is included in every LeadWin plan. The visit history on the contact card is only available in the larger plans.
Reading the list
Column | Content |
Contact | Circle with the initials, name and email address. Each person keeps their color throughout the dashboard. |
Activity | Small counters with an icon and a number: envelope for inquiries, calendar for appointments, inbox for conversations. The tooltip names the kind (“Inquiries”, “Appointments”, “Conversations”). A kind that did not occur is missing from the row. |
Last activity | Date and time of this person’s most recent action with your agent. |
The text at the top of the card reads: “All people who left their contact details through your LeadWin agent: by contact inquiry or appointment booking. Open a contact to see details and the activity timeline.”
The contact card
The card opens on the right, over the page. You close it again with the close icon at the top right. You reach the same card from Appointments and Inquiries too: clicking the name is enough.
- Header: circle with initials, name and the date on which the person first appeared.
- Contact details: the email address as a link to your mail program and, if given, the phone number as a link to call.
- Counters: inquiries, appointments, conversations and, if your plan includes the visit history, website visits.
- Activity timeline: all of the person’s events, the newest at the top.
Events in the history
Event | What it shows |
Inquiry sent | Time and the first lines of the message. For a clarification, also the badge “Clarification”. |
Appointment booked | Time of booking, below it the date, time, appointment type and duration of the appointment (“30 min”). |
Appointment booked via Calendly | Only the time of booking. Details are in Calendly. |
Chat conversation started | Time of the conversation. The button “Open chat” opens the conversation in the inbox of the LeadWin dashboard. |
Website visit | The page on which the visit began, the number of page views and the duration. Only with visit history. |
If nothing has been recorded yet, it says “No activity recorded yet.” If the card does not load, you see an error message in its place. Close the card and open it again.
Visit history
The visit history shows which pages the person read before and after the conversation, how often and for how long. It is included in the plans Pro and Scale and in the trial. In Free and Basic, the counter “Website visits” and the visits in the history are missing, and instead the card shows a note “Visit history” with example rows at the bottom. Inquiries, appointments and conversations appear in the history there too. Assigning a person’s visits to them requires the visitor’s consent to visitor analytics, more in Activity: events and visitor history.
Empty list
If there is no contact yet, it says “No contacts yet. As soon as visitors leave their contact details, they will appear here.” If something is still missing with your agent, you see a status message instead, see further down.
When the view stays empty: the status messages
If the list is empty, the page checks whether your agent can collect data at all. If something is not finished, a message replaces the empty list. It names the reason and offers a button that opens the matching place in the LeadWin dashboard. The buttons open a new page, and the LeadWin dashboard reloads completely.
Message | What it means | Button |
Your LeadWin agent is ready for you | We prepared the agent with your Feedbax profile and your website. Take a look at it in the LeadWin dashboard and start it, then add it to your website. | View the agent |
Your LeadWin agent is not on your website yet | The code is not added yet. Once it runs, visitors can chat, send inquiries and book appointments. | Add the code |
Your website is not allowed yet | The code runs on an address that is not on your allow list. Add it, otherwise the chat stays blocked for visitors. | Allow the website |
Your LeadWin agent is no longer being loaded | The agent has not been loaded for more than 30 days. Check whether the code is still on your website. | Check the installation |
Your LeadWin agent is deactivated | Feedbax has deactivated the agent, so it is not answering right now. Contact us if you want it running again. | none |
Good to know: If your agent has already collected data, you see the list and not the message. The message only appears as long as the list is empty.
If the page does not load, it says “The status of your LeadWin agent could not be loaded.” Reload the page then.
If you do not have a LeadWin agent yet
Without a LeadWin agent, the Contacts page shows the sentence “You do not have a LeadWin agent yet. It answers your website visitors’ questions and takes their inquiries for you.” Below it is a button that fits your subscription:
- Try it for free: you can still start the trial. The note below says “7 days of every feature, once and without payment details.” The button opens the LeadWin dashboard with the confirmation for the trial.
- Set up agent: the trial has already been used or your subscription includes LeadWin. The button leads to the LeadWin dashboard, where you set up the agent.
What a LeadWin agent is and how to set it up is explained in the Installation article of the LeadWin help.
Multiple LeadWin agents
If you have more than one LeadWin agent, a selection of agents appears above the view. If you pick a different one there, the page immediately shows that agent’s data. Appointments, inquiries and contacts always belong to exactly one agent, and the page does not mix them. How many agents you can create depends on your subscription, more in Multiple agents: switching and adding more.
What your subscription includes
The pages in the LeadWin area show the data of your LeadWin agents. What of that your subscription includes is decided by the LeadWin plan. A Feedbax Business subscription corresponds to the LeadWin plan Basic, Premium corresponds to Pro and Enterprise corresponds to Scale.
Feature | Free | Basic (Business) | Pro, Scale (Premium, Enterprise) | Trial (7 days) |
See contacts | yes | yes | yes | yes |
Activity timeline (inquiries, appointments, conversations) | yes | yes | yes | yes |
Website visits in the history | no | no | yes | yes |
You find the plans and prices in Plan.
Frequently asked questions
What is the difference between contacts and inquiries?
An inquiry is a single message. A contact is the person behind it, with all inquiries, appointments, conversations and visits. If someone writes three times, there are three inquiries and one contact.
Why doesn’t someone show up who was only in the chat?
A contact is only created once the person has left contact details, by contact inquiry or appointment booking. Plain chats are in the inbox of the LeadWin dashboard.
Can I edit or delete a contact?
No. The page shows what your agent has collected. You cannot change anything.
Is there a search or an export?
Not on this page. The list shows all contacts of the selected agent.