Leads & Submissions — Your Mini-CRM

Introduction

Every time a visitor fills out a form, makes a reservation, or places an order through your widgets, Answe automatically captures their contact information and creates a lead. The Leads page gives you a single view of all submissions across all your questions — with filters, search, status tracking, and detailed form data.

How It Works

Automatic Lead Capture

You don't need to set anything up. Whenever a visitor interacts with your widgets, Answe automatically:

• Extracts contact info — Name, email, and phone number are pulled from form fields
• Classifies the interaction — Each lead is tagged as a Form, Reservation, or Order
• Tracks revenue — Payment amounts are linked to leads automatically

Smart Contact Detection

You can label your form fields however you want — Answe will still find the email, phone, and name. The system uses two strategies:

1. Label recognition — Recognizes common field labels in multiple languages and writing styles. All of these correctly map to "email": Email, E-mail, Mail, Sähköposti, Sahkoposti (with or without accents). The same applies to phone (Phone, Puhelin, Tel, Telephone) and name (Name, Nimi).
2. Value scanning — Even if a field has an unusual label like "How can we reach you?", Answe scans the value itself and recognizes anything that looks like an email address or phone number.

This means you can design your forms freely and still get clean, structured lead data on the Leads page.

The Leads Page

Navigate to Leads from the sidebar (under Business) to see all your submissions in one place.

Two tabs: Leads vs. Form submissions

The page has two tabs at the top, each with its own count badge:

• Leads (default) — Visitors who shared an email or phone. These are your actionable follow-ups — people you can actually reach out to.
• Form submissions — Form responses without contact info. Useful for understanding engagement (what people are asking, picking, or answering), but not directly contactable.

This separation follows the industry convention: a "lead" is a contactable person. Keeping form-only submissions in their own tab means your Leads list stays clean and actionable.

KPI cards

Above the table, four cards show the headline numbers for the current tab:

• Total — Rows in the current tab (respecting your filters)
• New — Leads awaiting follow-up
• Contacted — Leads in progress
• Done — Closed leads

The table

The table shows:

• Date — When the submission happened
• Question — Which widget captured it
• Name, Email, Phone — Contact details extracted from the form
• Type — Form, Reservation, or Order (color-coded badges)
• Revenue — Payment amount if applicable
• Status — Your tracking status (New, Contacted, Done)

Filtering & Search

Find the leads you need quickly:

• Status — All / New / Contacted / Done / Archived
• Type — All / Form / Reservation / Order
• Question — Filter to a specific widget (the list updates when you switch tabs so you only see questions with matching rows)
• Search — Search across name, email, and phone number

All filters compose inside the active tab. The tab badges and KPI cards update live as you filter.

Lead Details Drawer

Click any row to open a detailed view showing:

• Contact information — Name, email (clickable), phone
• Submission details — Type, date, question, revenue, visitor's answer
• Form fields — Every field the visitor filled out with its value
• Notes — Add your own notes about the lead
• Thread link — Jump to the full conversation in Chat Inbox

Status Tracking

Track where each lead is in your follow-up process:

1. New — Just received, needs review
2. Contacted — You've reached out to the visitor
3. Done — Follow-up complete
4. Archived — No longer relevant

Change status directly from the table using the inline dropdown — no need to open each lead.

Notes

Add notes to any lead to track your follow-up. Click a lead to open the drawer, type your notes, and click Save Notes. Notes persist across sessions so your team stays aligned.

Key Benefits

• One place for everything — See forms, reservations, and orders across all widgets
• Contact info at a glance — No need to dig through individual conversations
• Simple pipeline — Track follow-up status without a separate CRM tool
• Full form data — See every field the visitor filled out, not just a summary
• Fast search — Find any lead by name, email, or phone in seconds
• Works automatically — No setup required, leads are captured from day one

Getting Started

1. Go to Leads — Click the Leads icon in the sidebar or navigate to /leads
2. Review new leads — All leads start with "New" status
3. Click a lead — Open the drawer to see full details and form data
4. Update status — Change to "Contacted" after reaching out, "Done" when resolved
5. Add notes — Keep track of conversations and next steps

Example Use Cases

Restaurant: A customer books a table through your reservation widget. Their email and booking details appear as a lead. You change the status to "Contacted" after sending a confirmation email.

Agency: A potential client fills out your contact form. You see their name, email, company, and project details in the lead drawer. Add notes about your follow-up call.

Online store: A customer places an order. The lead shows their contact info and order total. Filter by "Order" type to see all purchases.

Service business: A visitor books a consultation through your scheduling widget. Filter by "Reservation" to see all upcoming appointments with contact details.

Related

• Forms & Surveys — Create forms that capture lead data
• Analytics & Insights — Track conversion rates and engagement
• Chat Inbox — View full conversation threads for each lead
• Reservations & Booking — Reservation leads
• Online Store — Order leads