Select a lead to view their journey
Intent
Journey so far
Intent progression
Campaign
Ad
Objection
Response
Log a Touchpoint
Record a walk-in, call, counseling session, demo class, or any interaction
Suggested WhatsApp
WhatsApp — Ready to Send
Total Leads
Contact Rate
Connection Rate
Ghost Rate
Leads
Avg Intent
Conv Rate
Top Objection
Next Ad Creative
Best Asset to Send
Genuine
Curious
Unknown
Read Rate
Reply Rate
Delivery
No conversions yet
No assets tracked yet.
No counselors assigned yet — log calls with a counselor_name to populate this.
No leads marked lost yet.
Lost at stage
By objection
No call analyses yet.
Top Topics
Topics appear after call analysis.
Journey Tracker
Total in Funnel
Best Converting Path
No leads
Every touchpoint category — how many leads reached each one and where they dropped off
No funnel data yet — track events to see the flow
Which touchpoint categories most drive conversion — ranked by conversion rate
Log touchpoints across leads to see which convert best
Touchpoint paths that converted — replicate these
Track more events to see patterns
Select a lead from the sidebar to see their complete journey map
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Journey start
Investment in this Lead
Days in Pipeline
Days to Convert
Call Time
Center Visits
Webinar Time
Asset Engagement
Days Silent
Journey Map
Each node = a touchpoint · line rises as intent grows · gold rings = intent spike
No events tracked yet for this lead
Source
INTENT
Touchpoints where this lead's interest jumped significantly — the highest-impact actions in their journey
Next Best Action
No ad scripts yet
Add your campaign and ad name + the full script. We'll match which ad brings which leads.
Select a script
Leads
Avg Intent
Converted
Full Script
Visual Description
Notes
Common messages for every scenario. Select a lead on the right to personalize.
Fill template variables with a specific lead's data
Personalized
Click "Personalize" on a template
No entries yet. Add fee structures, course details, FAQs — anything useful for your sales team.
No competitor institutes added yet
Add rival academies your leads compare you with. Claude will scrape their website and auto-generate objection responses, WA messages, and competitive advantages.
Your notes on this competitor (used for AI analysis)
Their Edge
Run AI Analyze to auto-generate
Why We Win
Run AI Analyze to auto-generate
When lead mentions
WhatsApp Quick Reply
No scripts generated yet — click AI Analyze to auto-generate objection response and WhatsApp message
Comparison cards for "Why ACCA over CMA?" style questions. Claude pulls from your knowledge base to generate context-aware points.
No course comparisons yet
Add pairs like ACCA vs CMA, CMA US vs CMA India, etc. Claude auto-generates the talking points from your knowledge base.
Why choose ?
Click "Regenerate AI" to generate points
Why choose ?
Click "Regenerate AI" to generate points
Add one line to your landing page HTML. Tracks page views, scroll depth, video watch %, and button clicks — and ties every action back to a known lead in real time.
How to identify the lead on the page
Pass ?lid=LEAD_ID in the URL when you share the page with a known lead via WhatsApp or email.
Or pass ?ph=9876543210 to match by phone (last 10 digits).
For Meta Ads where the lead isn't known yet: tracker captures phone on form submit and correlates automatically.
Events fired
📄 page_view
↕ scroll_25 / 50 / 75 / 100
⏱ time_30s / 60s / 2m / 5m
🎬 video_25 / 50 / 75 / 100
🖱 cta_clicked
💬 whatsapp_clicked
📞 call_now_clicked
📝 form_submit
OAuth2 token status. Access tokens expire every hour — Zoho auto-refreshes if the refresh token is valid. Reconnect manually if lead sync stops.
Token expires:
Ensure ZOHO_CLIENT_ID and ZOHO_CLIENT_SECRET are in your .env before reconnecting.