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Lead Tracking

Every lead arrives with its origin, its journey and its cost

Your agent already talks to people on your site, on WhatsApp, on Instagram and on Telegram. Lead Tracking keeps the campaign each person came from, everything they did before leaving their details, and what answering them cost.

Start 30 days free Then from €55/month (VAT included). Cancel anytime.
Webchat WhatsApp Instagram Email
The journey

From the ad to the lead, on a single line

This is how a journey reads in the panel: the messages sit on the same line as the touchpoints, and the line turns green the moment the lead is delivered.

Identity+34 6•• ••• 412 Originmeta / cpc · kitchen-refits Touchpoints6 AI cost0.21 €
  1. 16:58 Ad click WhatsApp · Click-to-WhatsApp · kitchen-refits
  2. 16:58 Visitor I came from the kitchen ad. Do you work in Girona?
  3. 17:01 Agent We cover the whole province. Leave me an email and we will book the visit today.
  4. 17:02 Visitor Sure, it is laura.•••••@•••••.com
  5. 17:02 Lead delivered CRM · Task: Quote request
  6. 17:02 Agent Thanks, Laura. An engineer will write to you today to confirm the visit.
Channels

Every channel brings its own origin

Each platform hands over a different signal, and Lead Tracking turns all of them into the same journey.

01

Web chat

Campaign, medium and the Google and Meta click identifiers arrive with the visit, along with the landing page. Opening the chat already counts: whoever comes from an ad and has not written yet is part of the journey too.

02

WhatsApp

Meta attaches the ad to the first message of every Click-to-WhatsApp conversation: campaign, headline and click are kept, and the number recognises the person from that very message.

03

Instagram

The paid ad and the published link are told apart, so an organic post reads separately from the campaign you are paying for.

04

Telegram

The panel builds the channel link with its campaign inside, so whoever uses it arrives with their origin already set.

05

Delivery

When the task hands the lead to your CRM, a webhook or an inbox, the journey marks it with the task that earned it and the destination it went to.

Setting it up

Three steps and it is capturing

There are no tags to place and no code to add to your site.

01

Switch the module on for the bot

It is added per bot from My subscription, and it starts capturing from that moment.

02

The channels already carry the origin

The widget reads the campaign of the page it lives on, and the messaging channels read the origin each platform attaches.

03

Open Lead Journey

The new panel section lists your leads with their origin, status and cost, and each one opens its full journey.

Who does what

What Aizy records and what you decide

Aizy records

  • The origin and journey of each lead, from channel facts and never from guesswork.
  • Identities stored hashed and always masked on screen.
  • The AI cost of each lead, measured on real consumption.

You decide

  • Which bots carry the module and which tasks deliver the lead.
  • How long the data is kept, shared across your whole environment.
  • When to export a person's journey or delete it entirely.
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Your first agent, ready in minutes

Try Aizy for 30 days. We help set up your agent, load knowledge and connect your channels.

  • Consistent answers in your brand tone.
  • Shorter response times and happier customers.
  • More time for complex, high-value conversations.
  • Reduced operational load in support teams.
1 month freeFrom55 €/month

Then from €55/month (VAT included). Cancel anytime.

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FAQ

Frequently asked questions

Do I need to touch my site for this to work?

No. The widget you already have reads the campaign of the page it lives on, and the messaging channels bring their origin from the platform itself.

How are people's details protected?

Email and phone number are stored hashed with a salt of your own installation and shown masked on screen. A person's journey is exported or deleted in full whenever you ask, and everything expires with the retention period you have set.

Does it recognise someone who comes back through another channel?

Yes, when they share a detail that proves it: the same email or the same phone number joins both journeys into a single record, and the join is logged and can be undone.

How is it added?

It is a module you switch on per bot from My subscription, next to the rest of your services, and it appears on your next receipt.