When leads and customers get created

EezieLead builds a lead from each conversation automatically. Here's exactly when that happens and what "customer" means, so nothing feels hidden.

EezieLead turns conversations into leads for you automatically, no forms, no manual data entry. Because this happens in the background, this page spells out exactly when and how, so it never feels like the app is making silent decisions.

A conversation starts the moment someone messages

The first time a new number messages your WhatsApp, EezieLead opens a conversation for them and logs every message. Nothing is created for you to manage yet. It's just capturing the chat.

A lead is built when the conversation settles

EezieLead waits until a conversation goes quiet for a while, then reads the whole chat and creates a lead from it, automatically. It waits on purpose: by the end of the conversation it has the full picture, so the lead is accurate instead of half-formed.

Each lead pulls the useful details out of the chat for you, including:

What they wanted. The reason they reached out.
How they found you. The channel they came through, when it's mentioned. This is a short fixed list rather than free text, so your leads group properly instead of splitting across a dozen spellings of the same thing.
A short summary of the conversation.
A status. The AI's read on where they got to: still in conversation, converted, deciding, or gone cold.
Whether a follow-up is worth it.

Reading a conversation costs a credit

Building a lead means an AI reads the whole conversation, so it draws on your plan's AI conversation allowance in the same way a reply does. A conversation counts once per month no matter how much happens in it, so if the AI already answered in that chat, its lead is free.

Where you notice this is a chat the AI never touched, one you handled yourself after taking over, or every chat if you have switched the AI off. Those cost a credit each when their lead gets built.

If you run out of allowance, lead building waits instead of being skipped. Those conversations stay in the queue and are picked up when your next month starts or when you upgrade. The chat itself is always kept in full, so nothing is lost either way.

What "customer" means here

There isn't a separate "customer" record to create. A customer is simply a lead whose status is Converted. The AI sets a first guess from the conversation, and you can change any lead's Stage yourself, New, Contacted, Qualified, Won, or Lost, on the Leads page. Your changes always win over the AI's guess.

A lead record in EezieLead showing the summary, status, and pipeline stage — Every lead is built from the conversation, with a status you can adjust anytime.

How follow-ups work: one nudge to a lead who went quiet

Message costs: who bills what, and what stays free