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Automatic AI Categorization: Optimizing Lead Management

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Vitor

Vitor

Last updated on Oct 1, 2026

This article explores a new feature that automatically categorizes conversations with artificial intelligence, designed to improve lead management and strategic focus in customer communication environments.

How AI Categorization Works

The feature uses artificial intelligence to categorize every conversation in the inbox and give each lead a score. The process is simple:

  1. Click the "Score open conversations" option in the left panel.
  2. Choose the inbox you want.
  3. Start the scoring ("Start scoring").

The AI processes the conversations and assigns a score to each contact. The system indicates that each scored conversation uses one AI credit.

Benefits of AI Scoring

AI scoring offers significant advantages:

  • Financial Visibility: helps you see where your investment is and where the potential return lies.
  • Strategic Focus: lets you direct energy and resources to the most promising leads.
  • Detailed Score: provides an individual score for each contact, showing how relevant or "hot" it is.

Contact Details and Traffic Source

For more detailed information about a specific contact, just:

  1. Click the contact you want.
  2. In the right panel, you can rescore the contact after an interaction ("AI rescore").
  3. Set the traffic source, such as a specific campaign, a video, etc. This helps you understand where your leads come from and how different channels perform.

Lead Ranking

The platform also lets you analyze all contacts at once, generating a lead ranking ("Lead ranking"). This gives you a quick view of the "hot contacts" across your entire customer base, improving your sales and customer service strategies.

Conclusion

The new automatic AI categorization feature is a powerful tool for improving lead management. It provides valuable insights into the value of each contact, improves how resources are allocated and offers a complete view of your customer base.

Takeaways

  • The AI automatically categorizes and scores every conversation in the inbox.
  • A star score is assigned to each lead, indicating its potential.
  • You can rescore contacts and set the traffic source for deeper analysis.
  • The tool lets you build a lead ranking, making it easier to identify promising contacts.
  • The feature aims to save time and resources by focusing on the leads with the highest conversion potential.

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