# Lead Feed

> Lead Feed decides which calls count as leads and delivers them to you by email, Google Sheet, webhook, API or WhatsApp.

Source: https://business.mysmartassistant.ai/docs/lead-feed

## Before you start

**Lead Feed** sits under **Business** in the menu of your Live workspace. It appears once it is enabled for your workspace. If you do not see it, [raise a support ticket](https://business.mysmartassistant.ai/docs/getting-help#raise-a-support-ticket).

Only Live calls are ever reported. Test calls and your own "Try now" calls never count. A lead must also be a call that actually connected, and both inbound and outbound calls count.

_Lead Feed: what counts as a lead and the Email card_

## Choose what counts as a lead

The first card lets you tick any combination of:

- **Did its job** — the call achieved what it was dialled for. These are the same calls the Positive Leads page lists. It needs a Purpose on the call.
- **Sounded positive** — warm, keen, cooperative.
- **Not sure yet** — neither warm nor cross.
- **Sounded unhappy** — annoyed, reluctant, declined.

At least one must stay ticked. A call matching two of them is still sent once. The setting applies to every channel from the next run.

## Email

Switch on the email channel and add up to 5 addresses. They can be a sales manager, a shared inbox or a CRM forwarding address. Choose hourly or once a day.

Each email lists the customer's name, a tap-to-call number, whether the call was inbound or outbound, the time, what was discussed and the suggested next step. A spreadsheet named `leads-YYYY-MM-DD.xlsx` is attached. If nothing matched, no email is sent.

> **Note:** There is no automatic morning email any more. If your lead email stopped arriving, check that the email channel is on here.

## Google Sheet

Every new lead is added to a Google Sheet you own as a new row, within about five minutes. It is free.

1. Make a Google Sheet. An empty one is fine.
2. In the sheet, press **Share**, paste the address shown on the **Google Sheet** card and change Viewer to **Editor**.
3. Copy the sheet's link, paste it on the card and save.

We create a **MySA Leads** tab once, then only ever add rows, so your sorting, notes and extra columns at the end are safe. One sheet belongs to one workspace. The same sheet can also hold your tag board.

> **Warning:** Viewer access is not enough, and it is the most common reason a sheet does not work.

## Webhook: Pabbly, Zapier or Make

The **Webhook** card posts every positive lead to a URL you supply, as JSON, within about half a minute.

1. In your tool, create a catch-webhook step and copy its URL. It must start with `https://`.
2. Paste it on the card and press **Save**.
3. Set your tool to capture a request, then press **Send test** on the card. The sample lead has every field filled in and is marked `sample: true`.

Failed deliveries are retried after a minute, five minutes, half an hour and two hours. Anything given up on is counted on the card with a **Try again** button.

## API

Switch on the API to get a read-only feed URL your own system can poll. Treat it like a password. If it leaks, click **Rotate** and the old URL stops working at once.

## WhatsApp

WhatsApp sends a short nudge with the lead count and the first few names. It is request-only: raise a ticket to have it switched on and to set how many numbers it can go to. Numbers must include the country code.

It is the only paid channel, charged per message, per number, from your wallet. The WhatsApp card shows your rate. You can choose **as each lead comes in**, hourly or once a day. If your wallet cannot cover a message, it is skipped and email still goes out.

## Asked for a person

Switch on **Tell me when a customer asks to speak to a person** to be alerted the moment it happens. The alert uses whichever channels you already have on. The follow-up waits on the Follow-ups page either way. See [Follow-ups](https://business.mysmartassistant.ai/docs/follow-ups).

## Related

- [AI lead qualification](https://business.mysmartassistant.ai/ai-lead-qualification): how leads are qualified on calls, WhatsApp, Instagram and Facebook before they reach this feed.
- [Follow-ups](https://business.mysmartassistant.ai/docs/follow-ups) for customers who asked to be called back or asked for a person.
