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Sales Funnel

The sales funnel feature lets you track where each client is in your sales process — from the very first message to a completed transaction. It gives you and your team a clear, visual picture of your entire pipeline at any moment.

What Is a Sales Funnel?​

A sales funnel is a series of stages that a lead moves through before becoming a client. You define the stages to match your own sales process. A typical example might look like this:

  1. New Lead — first contact made
  2. Interested — asked about specific properties or services
  3. Visit Scheduled — booked a site visit or appointment
  4. Visit Completed — attended the showing
  5. Proposal Sent — received pricing or a formal offer
  6. Negotiating — in active discussion about terms
  7. Closed — signed or sold

You're not limited to these stages — create any sequence that reflects how your business actually works. You can keep several funnels on file for different sales processes, but only one funnel per project is active at a time — activating one deactivates the others.

Setting Up Your Funnel​

Funnels are configured in the Analytics → Funnels section of the dashboard. From there you can:

  • Create a new funnel with a name and a list of stages
  • Edit an existing funnel to rename, reorder, add, or remove stages
  • Delete a funnel that's no longer in use

Each stage typically has:

  • A name and short description
  • A color for quick visual identification
  • An order in the sequence (drag-to-reorder)

Moving Clients Through the Funnel​

Manually​

From any conversation in Chats, an agent can change the contact's funnel stage from the side panel. This is the most common way clients move through the funnel.

Automatically​

Some movements happen automatically based on what the AI detects in the conversation or what your integrations report — for example, when a meeting is booked, when the AI categorizes a contact as a hot lead, or when HubSpot reports a stage change.

Funnel Analytics​

The Funnel Analytics page shows:

  • How many clients are currently in each stage
  • Average time clients spend in each stage
  • Conversion rates between stages

This helps you quickly identify where leads are getting stuck or dropping out of your pipeline.

Integration With the Bot​

The bot is aware of each client's funnel stage and uses this context when generating responses. For example:

  • A brand new lead receives a full introduction to your products and services
  • A client already in Visit Scheduled might receive a confirmation and pre-visit information
  • A client in Negotiating might receive different follow-up messages than an unqualified new lead

This ensures every client receives communication that's appropriate to where they are in the process.