Capture and Organize Inquiries From Your Public Content
When someone engages with your Authority Page, a Blog, or another supported public experience, OceSha AI can capture messages and lead information. Set your supported lead-capture preferences in Settings, then review incoming messages and available lead records. You can search available records and use export options where offered to continue your follow-up outside OceSha AI.
Choose what information to collect
In Settings, configure the lead-capture preferences available to you. Supported public experiences can request information such as a person’s name and email, along with a source that helps identify where the inquiry originated. What you collect depends on the settings and experience in use.
Review messages and leads
Review incoming messages and open individual message details to understand each inquiry. Available lead records may include a name, email, and source. Use the available records to find the person, message, or content relevant to your follow-up.
Find and use records outside OceSha AI
Search your available messages and leads when you need to revisit an inquiry. Where export is available, you can take supported message and lead data outside OceSha AI for appropriate business use. Account data downloads may also include messages and leads when those exports are supported.
Frequently asked questions
Where can inquiries come from?
Supported public experiences include an Authority Page, Blogs, and other supported places where someone engages and provides information.
Can I tell which content generated a lead?
An available lead record may include a Source field to help identify where the lead originated.
Can I get help finding my leads?
Lumi can provide in-platform guidance on finding leads and choosing the appropriate platform area.
Check your lead-capture preferences in Settings, then review the messages and lead records available to you.
Set up your inquiry workflow