MoveBoardAI Leads in the menu is where you see the work your AI does: every lead the AI receptionist made on the phone and the AI chat made on your website, and how many of those conversations turned into orders.
Before you start
The menu item (with a robot icon) shows once the AI receptionist is on for your company — it isn't a permission. The list shows only the orders you're allowed to see.
What's on the page
- The cards — Conversations, Orders Created, Conversion Rate, Avg Duration, and the split between AI Receptionist and AI chat, for the dates in From and To (the last month to start with), each compared with the period before.
- The list — every AI lead, newest first, like the Orders list with one more column, AI channel. Status starts on All statuses; pick one to narrow it.
The dates change the cards, not the list.
The page itself, column by column: AI Leads.
Work an AI lead
- Double-click a row to open the order.
- In its conversation, read the call's summary — or play the recording, or open the Conversation transcript.
- Check the sales note the AI left: the size, the addresses, special items.
- Call the customer — the lead is yours because your assignment rules gave it to you (you got the new-lead notification); there is no extra task for it. A caller who asked to be called back at a time leaves you one Call back task. See Review AI receptionist calls.
An AI lead is a lead like any other: handed out by your assignment rules, with the source AI Receptionist, and an AI tag on its status in the Orders list.
Reading the numbers
- A low Conversion Rate with long Avg Duration often means callers want a price but don't get one — check Give the estimated cost in the receptionist's Conversation settings.
- Many short conversations can mean callers hang up on the greeting — try a shorter one.