Summary
Your sales AI agent automatically captures and stores leads from conversations. This guide shows you how to access those leads in Astra and export them if needed—for follow-ups, analysis, or sharing with your sales team.
Instructions
Follow these steps to view and export leads collected by your AI agent:
1. Log in to your Astra account
Use your credentials to sign in at Astra (replace with your actual login link if needed).
2. Select your AI agent
In the left-hand menu, click Sales Agent.
Choose the AI agent whose leads you want to view.
3. Go to the Leads section
Inside the agent settings, click on Leads.
You’ll now see a list of all leads captured by your AI agent.
You can view all leads, hot leads (based on lead qualification criteria) or new leads in the present week.
Note: Under Leads, you can view details such as the lead type (warm, hot, or cold) and the lead score assigned to each lead.
You can click into each lead to review the captured details such as contact information, qualification status, and more.
When you click on a lead, you can view their full conversation with the AI agent under the Conversation tab. But here’s the good news - you don’t have to read the entire chat to understand what happened. Astra automatically summarizes the interaction and presents key details under the Insights tab, making it quick and easy to review.
4. Export leads as a CSV file
To download the leads, click the Export CSV button at the top-right corner.
A
.csvfile will be downloaded, which you can open in tools like Excel or Google Sheets.
That’s it! You now have access to all your leads and can easily share or analyze them as needed.
Note: You can also see all the conversations your AI agent has with leads from your website. To view them, go to the Conversations tab under your AI agent’s settings.
You can view all the conversations or you can also view text only or voice only conversations under the conversations tab.
You can use the search bar to find specific conversations, or apply filters to narrow down the results based on your criteria.
In addition to viewing conversations between your AI agent and website visitors, you can also refine the AI agent’s responses. For example, if you notice that a visitor’s question could have been answered more effectively, simply click Improve response and edit the reply as you prefer.
Once you've updated the response, click on Train agent button to save it for future reference.
This is a great way to provide feedback to your AI agent so it keeps improving and deliver better results.