Lead Capture and Management
Estaro automatically captures every conversation with prospects, organizing them in your Interactions dashboard for efficient follow-up.
Viewing Your Interactions
Access all conversations from the Interactions page in your dashboard. Each interaction includes:
- Full conversation transcript
- Timestamp and duration
- Platform source (website, Telegram)
- Any contact information shared during the chat
- Property interests discussed
Conversation History
Your AI agent maintains context across conversations:
- Recognizes returning visitors
- References previous discussions
- Builds on established preferences
- Provides personalized responses based on history
Exporting Lead Data
Download your interaction data for use with external tools:
- Export conversations to CSV format
- Include timestamps, messages, and metadata
- Filter by date range before exporting
- Import into your CRM or spreadsheet software
Email Notifications
Stay informed about new leads with automatic email alerts:
- Receive notification when conversations start
- Configure notification preferences in Settings
- Choose which interactions trigger emails
- Team members can set individual preferences
Follow-Up Best Practices
Review the Interactions dashboard regularly to:
- Identify hot leads showing strong interest
- Read full conversation context before calling
- Note specific properties or features mentioned
- Track response times and engagement levels