How Voice Widget Transcripts Sync to CRM
Where transcripts, lead fields, and AI events are written in LeadLock.
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Inbound visitor speech is stored as conversation messages on the lead thread.
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AI replies are stored in the same conversation timeline for full context.
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Lead fields (name, phone, email, service intent) are updated progressively.
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AI activity is logged so dashboard and analytics can report real usage.
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Booking handoff or escalation actions are tracked as lead activity events.
Tips
- Use consistent source naming (website voice widget) for clean reporting.
- Review Phone Dashboard for voice sessions, conversions, and recent interactions.
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