What Reveto Does From Message to Reply Key Concepts
Creating Your Account First Login and the Dashboard Quick Start: Your First Client Understanding Navigation
Overview Website Crawling Document Upload Meeting Notes and Recordings Google Drive Import Telegram Chats
Generating a Knowledge Base Updating with New Sources Viewing and Navigating AI Search Editing Content Versions and History Exporting Access Control Preparing a Knowledge Base for Replies
Overview Connecting a Facebook Page Connecting Instagram The Review Queue Autopilot Reply Settings Insights The 24-Hour Window Notifications Pausing and Disconnecting
How Website Chat Works Installing the Widget Allowed Websites Widget Settings Conversations Leads Unanswered Questions Following Up on Chats
Managing Several Clients Organizing Team Access by Client
Inviting Team Members Roles and Permissions
Overview Creating a Test AI Question Generation Assigning Tests Taking a Test Grading and Results Test Analytics
Profile Settings Company Settings Notifications Claude Connector Activity Stream
Plans and Pricing Free Trial AI Usage and Billing Managing Your Subscription
Data Protection Account Security Conversation Data and Deletion
Getting Help Troubleshooting
Common Questions

Leads

The Leads view lists every website visitor who left an email in the chat, with the question the widget couldn't answer. You can export them as a CSV file.

The widget asks for contact details only at a handoff: when the knowledge base doesn't cover a question, or when a visitor uses one of your escalation keywords. There is no form before the chat starts.

What the visitor sees

A card appears in the chat titled 'Where can we reach you?', with the line 'A colleague will pick this up and reply to you directly.' It has one 'Email' field and two buttons, 'Send it' and 'No thanks'. After a valid email, the card is replaced by 'Thank you. We will be in touch.'

  • The card sits in the conversation, not in a pop-up, and the visitor can skip it.
  • It appears at most once per page view.
  • Once a visitor leaves an email, the widget doesn't ask again in that conversation.
  • A visitor who clicked 'No thanks' can be asked again after a reload, at the next handoff.
  • An address without a full domain, such as ada@example, gets 'That does not look like an email address.'

Reading the list

ColumnWhat it shows
'Contact''Visitor' with the email below it, and a badge with the reason, 'Handed to a person' or 'Out of hours'. Click the email to write to them
'Their question'A question from that chat that the knowledge base could not answer
'Page'The page where the conversation started
'Captured'The date the visitor left the email

The count above the table, such as '12 contacts captured', covers all your leads. The table shows the 50 most recent, and the CSV export includes older ones.

'Out of hours' appears only when business hours are set for the widget. The Settings screen has no business-hours control, so leads from the chat show 'Handed to a person'.

Export to CSV

  1. Open Operations, then 'Website chat', then 'Leads'.
  2. Click 'Export CSV'.
  3. Your browser downloads a file named website-chat-leads- followed by today's date.
CSV columnContents
captured_atDate and time the email was left
nameEmpty for leads from the widget, which asks for an email only
emailThe visitor's email
phoneEmpty for leads from the widget
questionThe question the knowledge base could not answer
pageThe page where the chat started
reasonhandoff, or after_hours when business hours apply

The export holds up to 5,000 of your newest leads. A cell that starts with =, +, - or @ gets a leading apostrophe, so a spreadsheet won't treat visitor text as a formula.