Leads · Klosr documentation

The lead list

In the panelLeads

All your leads, newest first. Search by name or phone, sort by any column, and filter by stage, source, language and more.

The lead list. Two leads need attention; one is a test lead.

Stage: Where the lead is in the sale: Pre-flight (not yet written to), Opener, Qualify, Recommend, Objections, Close, Handoff (deposit paid, your team takes over), Nurture (not ready now, followed up later) or Lost.
Heat: From 0 to 100: how warm the lead is now, from what they do and say. It rises when they reply and ask, and falls with silence. By default 70 and above is hot, 40 warm, 15 cold, and below that dormant. The agent follows up a warm lead sooner than a cold one.
Language: The language the lead writes in. The agent answers in it.
Opt-in: Whether the lead agreed to hear from you. Klosr sends WhatsApp marketing messages only to leads opted in.
Outreach: Ready when the agent may write first to this lead; Waiting until someone decides. See below.
Needs attention: A person in your team is needed: the lead asked for someone, or a promise to them is open.

Select leads with the boxes to Mark ready for outreach or move them Back to waiting in one go.

Adding a lead by hand

In the panelLeadsNew lead

Only the phone is required, in international format with the country code. Everything else helps the agent sell better.

Lead: Phone, name, email, preferred language, a reservation phone (only if the lead gave another number for their reservation) and a preferred channel. Empty, your organization's default channel is used.
Profile: Gender, used for the right grammar in Arabic, and inferred from the name when you leave it empty; nationality, country of residence and city. The time zone is inferred from the country or the phone; set it only to correct it. The agent uses it for quiet hours and prayer times.
Interest: Budget and its currency, unit type, bedrooms, and whether the lead buys to live in or to invest.
Source: Where the lead came from and the campaign, the date the lead was created, and their opt-in.

A phone number already in your organization is refused: open the existing lead instead.

Smart upload of a lead list

In the panelLeadsSmart upload

Upload a lead list as Excel or CSV, with columns named any way, in English or Arabic. Choose Leads, and optionally the default projects: the selling scope of every row that names no project or unit.

The Import agent reads the headers and a few rows, then proposes what each column is, with how sure it is and why. When something is unclear, it asks you in the chat.

The Import agent's question, and the column mapping it proposes.

Import agent: The chat. Answer its questions, or ask for a change in your own words, such as "the Budget column is in dollars".
Column mapping: Each column of your file, sample values, the field it maps to (high, medium or low confidence) and the reason. Change any field yourself. A column can also be left out.
Confirm mapping and run preview: Accepts the mapping and runs the dry run.
Cancel import: Drops the upload. Nothing was written.

The mapping you confirm is remembered, so the next file with the same columns needs no questions. Masked samples go to the Import agent: it never sees full phone numbers or emails.

The dry run, then the import

In the panelSettingsUpload historyLeads

The dry run reads every row as it would be imported, and writes nothing. It counts the rows that can be imported and lists each problem with its row: a duplicate in the file, a phone it cannot read, a unit it cannot match.

After the dry run: 5 of 6 rows can be imported.

When a phone is already a lead in your organization, the dry run asks whether to skip those rows or merge them into the existing leads.
The Import agent then asks which of the new leads are ready for outreach, all or some, such as "the first 100". You can also mark them later from the lead list.
Commit import writes the leads. Back to mapping reopens the mapping.

Rows that name a project or a unit, even in free text such as "3BR in Building B", are matched to your inventory and set the lead's selling scope.

Ready for outreach

In the panelLeads

A new lead from a list waits. The agent writes first only to leads marked Ready, so your team decides who hears from Klosr and when. A lead who writes in first is answered either way.

Mark one lead from its page, or many from the lead list, with Mark ready for outreach.
Back to waiting stops first messages to a lead nobody has talked to yet.
Start with a small batch and read the first chats in Conversations.

The agent never writes first during quiet hours, and pauses for prayer times and in Ramadan, in each lead's own time zone.

Test leads

In the panelLeadsNew leadTest lead

A test lead is your own phone, so you can try the agent before a real buyer meets it. Turn on Test lead when you add yourself.

A test lead's page, with a first exchange with the agent.

The agent writes to a test lead at once on your default channel, and everything that waits, such as follow-ups and reminders, comes in fast motion.
Test leads are left out of every number on the home page and in Reports.
They show a Test badge everywhere.

Adding test leads needs the extra "Add test leads, and mark a lead as a test".

The lead page

In the panelLeadsView

Everything about one buyer on one page: their conversation on the left, what Klosr knows of them on the right.

Ahmed Raza's page: the conversation, a note from a colleague, and his profile.

The banner: Shows when a person is needed, and why. Open in Conversations takes you to the chat to step in.
The conversation: Every message, with stage changes and your team's notes in line. Times are the lead's own.
The lead: Stage, heat, budget, what they look for, and the three qualifying answers: down payment, timeline and who decides.
Details: Opens the full profile.

Conversation: Opens the chat in Conversations.
Change stage: Moves the lead to another stage by hand, for example when the sale moved on outside Klosr.
Selling scope: Which projects and units the agent may offer. See below.
The ⋮ menu: Mark ready for outreach or back to waiting, mark opted in or opted out and, once your WhatsApp templates are approved, send a first WhatsApp message.
Edit: Changes the profile. See below.

Tasks and history

In the panelLeadsViewTasks

Below the lead's profile, two tabs. Tasks lists what your team must do for this lead, with its due date and who it is assigned to; New lead task adds one.

History is the lead's timeline: every message in and out, stage changes, notes, profile changes, tasks and deposits, with who did it: the lead, the agent, a person or Klosr. Add note leaves a note for your team; the lead never sees it.

Editing a lead's profile

In the panelLeadsViewEdit

The same form as a new lead, with the lead's deposits on top. The phone cannot change: a new phone is a new lead. The agent also fills in the profile as the lead answers, so a field may change after a chat.

Editing a lead, with the deposit waiting for payment at the top.

Delete removes the lead from your organization. It needs the extra "Delete leads".

The selling scope

In the panelLeadsViewSelling scope

The scope says what the agent may offer this lead: some of your projects, and possibly units they asked about. With no project, any of your projects is open.

The agent never offers another organization's units: your leads only ever hear about your projects.
It widens the scope to your other projects only when every project in it is sold out, or the lead turned down everything in it. The lead's history says when and why.
Changing a lead's scope by hand needs the extra "Change a lead's scope".