How to use lead feature on Kalp Bot
Kalp Bot, a platform designed to enhance your digital engagement, offers a powerful "Leads" feature. This tool serves as a central repository for your user interactions and, crucially, their unmatched queries, providing invaluable insights for business growth and service improvement.
Let's dive into how you can leverage the Leads feature to its full potential.
What is the Leads Feature?
As indicated in Kalp Bot, the Leads section is a "Repository of your users and queries." It's designed to help you:
Capture User Information: Identify and gather details about individuals interacting with your Kalp Studio-powered solutions (e.g., chatbots).
Identify Knowledge Gaps: Log queries that your automated systems (like chatbots) couldn't answer, highlighting areas for improvement in your knowledge base or product offerings.
Generate Potential Leads: Turn interactions into actionable leads for your sales or support teams.
Getting Started: Enabling Lead Collection
Before you can see any data, you'll need to ensure the feature is active.
Locate the "Lead Enabled" Toggle: As seen in the "Leads" section (both under "Users" and "Unmatched Queries" tabs), there's a "Lead Enabled" toggle button, positioned towards the top right.
Activate: Ensure this toggle is switched to the "Enabled" position. Once active, Kalp Bot will begin to populate this section based on user interactions with your configured services.
Navigating the Leads Section
Once enabled and data starts flowing, you'll primarily interact with two tabs:
Users Tab
Unmatched Queries Tab
Let's explore each.
1. The "Users" Tab
Purpose: This tab is designed to list individuals who have interacted with your Kalp Bot setup in a way that they can be identified as a user or potential lead.
What to Expect (when populated):
A list of users.
Key details for each user (e.g., name, email, contact information, last interaction date, or other custom fields your setup capture).
A summary of their interaction history.
Current State : "No Users Details Yet !" This indicates that either no users have interacted since lead collection was enabled, or the criteria for a user to appear here haven't been met.
How to Use:
Lead Identification: Regularly review this list for new potential customers.
User Segmentation: If enough data is provided, you will be able to segment users for targeted follow-ups.
Proactive Outreach: Your sales or support teams can use this information to reach out to users who have shown interest or require assistance.
2. The "Unmatched Queries" Tab
Purpose: This is a crucial tab for understanding where your automated systems (like chatbots relying on a knowledge base) are falling short. It logs questions from users that your system couldn't find a satisfactory answer for.
What to Expect (when populated):
A list of queries that were not successfully answered.
Information about the user who asked the query (if available).
How to Use:
Knowledge Base Improvement: This tab is a goldmine for identifying gaps in your Kalp Bot Knowledge Base (as seen in the Dashboard screenshot, knowledge base training is a core part of the platform). Add answers to these unmatched queries to improve your chatbot's effectiveness.
Identify New Topics: Recurring unmatched queries indicate a new area of interest or a new product/service feature users are looking for.
Understand User Language: See how users phrase their questions, which can help refine existing knowledge base entries or chatbot training phrases.
Direct Follow-Up: If a user's query is critical and their details are captured, you can proactively reach out to address their specific, unanswered question.
Common Elements:
Filter Button: Located near the "Lead Enabled" toggle, the "Filter" button suggests you'll be able to refine the displayed lists. This could be by date range, user type, specific keywords in queries, etc., allowing for more targeted analysis.
Conclusion
The Leads feature within Kalp Bot is more than just a list; it's a powerful diagnostic and growth tool. By enabling it and regularly analyzing the "Users" and "Unmatched Queries" tabs, you can significantly enhance your customer engagement, improve your service automation, and uncover valuable opportunities for your business.
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