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 source, when it's mentioned.
A short summary of the conversation.
A status — the AI's read on whether they converted, are still deciding, or went cold.
Whether a follow-up is worth it.

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 the AI replies — the 24-hour window and human takeover

Message costs — who bills what, and what stays free