Lead stage
Track one current funnel stage for each customer.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Define a small ordered set of stages
Define a small ordered set of stages.
- 02
Let workflows set the initial stage from source or intent
Let workflows set the initial stage from source or intent.
- 03
Allow agents to advance it only from clear evidence
Allow agents to advance it only from clear evidence.
- 04
Show the stage in the contact panel for human review
Show the stage in the contact panel for human review.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.