LeadSquared Converse

1. Feature Overview

LeadSquared Converse is an instant messaging feature which enables you to have real-time conversations with leads. Your messages will get delivered to your leads as an SMS. In addition, you’ll be able to –

  • Send attachments such as images, GIFs, etc., to your leads.
  • View all conversations with leads in one place.
  • Eliminate the need to switch between multiple applications to communicate with your leads.



2. Prerequisites

Note: We will be integrating LeadSquared Converse with other platforms in the near future. Check out Product Updates to know more.


3. Conversing with Leads

After LeadSquared Converse is enabled on your account, to speak to your leads –

  1. Log in to your LeadSquared account, and from the main menu, click Converse – Chat.
  2. On the chat pop-up, search for the lead you want to converse with. You’ll have to type either the lead’s first name or last name, in entirety, for the lead to appear.
  3. On the chat pop-up, you can begin having a conversation with your lead. After typing your message, hit Enter, or click on the Send icon to send the message.
  4. Once the message is sent, a Single Tick single tick will be visible against the message. Once the message is delivered, it’ll change to Double Tick double ticks.
  5. Once your lead replies, you can continue the conversation.



3.1 SMS Templates

You can create customized CTM SMS templates, and attach it while conversing with your leads. To know how to create a template, please refer to the Configure SMS Templates section in CTM Texting Connector article.

To add an existing template –

  1. On the chat pop-up, either click on Select a Template, or click the Attach icon.
  2. From the list of existing templates, choose the template you wish to send to the lead.
  3. Hit Enter, or click on the Send icon to send the message.



3.2 Attach Files

You can attach files while conversing with your leads. To do this, on the chat pop-up, click the Attach icon. Supported filetypes include – image/jpeg, image/png, image/jpg, image/gif, text/vcard, text/directory, text/x-vcard. The maximum file size is 4MB.



3.3 Other Actions

The other actions that you can perform from the chat pop-up are –

  • To navigate to the Lead Details page from the chat pop-up, click on the lead’s name. This will open the Lead Details page on a new tab.
    • On the Lead Details page, under Activity History, you can view the conversation you’ve had with the lead.


  • If the lead has multiple phone numbers, click the Select Number icon to select the number you want to send the message to.
  • To expand the chat window to full-screen mode, click the Expand icon.
  • If there’s an unread message on the chat pop-up, then the number of messages will show up on it.



4. Usage Reports

You can track the number of notifications and SMS sent to your customers by viewing the Usage Reports. Here, you can filter and view –

  • The nudges sent during a single month, as well as sent over the last 12 months
  • The nudges sent for different LeadSquared entities (leads, tasks, and activities)
  • The number of SMSes sent and received (inbound vs outbound)
  • The number of SMSes sent through the SMS providers (CTM and RingCentral).

To view the Usage Reports

  1. On the LeadSquared Converse widget/pop-up, expand the chat window to full-screen mode by clicking the Expand icon.
  2. On the LeadSquared Converse page, click the profile icon that’s present on the top-right corner.
  3. From the profile dropdown, click Usage Reports.
  4. You can view the reports on the Usage Reports page.
    • To filter the report by date, click on the month field.

LeadSquared Converse


Any Questions?

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