Navigate Your NexCognit Dashboard & Manage Leads
From the first message a visitor sends your AI agent to the moment your sales team acts on a qualified lead — here’s how the full journey plays out inside NexCognit.
Part 1 · How a visitor interacts with your AI agent
Every lead starts with a conversation. Here’s what happens on the customer side before anything reaches your dashboard.
Visitor lands on your website
A prospect visits your site and opens the SME AI agent chat widget to ask a question.
Conversation starts naturally
The visitor asks a basic question — hours, services, availability. The agent replies from your knowledge base in seconds.
Pricing questions handled
Questions about pricing are answered accurately using the pricing data you loaded into the agent’s knowledge base.
Human-like qualification
Through a natural conversation the agent captures the visitor’s contact details — not a form, a real exchange.
Memory across visits
If the visitor has chatted before, the agent recognises them and picks up where the last conversation ended.
Details sync automatically
If the visitor updates their contact information, the backend record is updated in real time — no manual entry.
The agent personalises each conversation to feel human — not scripted. Visitors give real details because it feels like a real exchange, which is why NexCognit leads convert at a higher rate than form-based capture.
Part 2 · Navigate the NexCognit Dashboard
Every conversation from Part 1 lands in your dashboard in real time. Here’s how to move around it.
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1
Open the Dashboard
Click
Dashboardin the sidebar to view the main overview of your leads and conversations. New leads appear here in real time as visitors interact with your agent. -
2
Open the Leads view
Click
Leadsto see the full list of captured contacts with their conversation history and lead temperature. -
3
Mark leads for follow-up
Flag any lead that needs personal attention — your team can filter by follow-up status to prioritise their outreach.
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4
Configure lead options
Toggle
Onto activate lead-related settings — scoring rules, follow-up cadence, or hand-off triggers. -
5
Open the Pipeline
Click
Pipelineto see every lead by sales stage — from first contact to closed-won. Move deals forward with drag-and-drop. -
6
Open Conversations
Click
Conversationsto review every exchange between your AI agent and your customers, across all channels. -
7
Filter by channel
Click the
Webfilter (or any other channel — WhatsApp, Instagram, Messenger) to see only conversations from that source. -
8
Return to the Leads overview
Click
Leadsat any point to jump back to the main list view.
Hot leads trigger a WhatsApp alert to your sales team automatically. You don’t need to keep the dashboard open — but reviewing conversations weekly helps you spot patterns and refine your agent’s knowledge base.
You know your way around
You’ve seen the full loop — from a visitor’s first message to a qualified lead in your pipeline. Your dashboard now works as the single source of truth for every conversation your AI agent is having.
Want help setting up scoring rules?
Our team can configure custom lead scoring and hand-off triggers tailored to your sales process.