> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aiavoice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Leads Overview

> Manage your campaign contacts with primary leads, secondary contacts, and custom variables

Leads are the contacts that your campaigns will call. Each lead can have multiple phone numbers (secondary contacts) and custom variables that your AI assistant can use during conversations.

## What are Leads?

Leads represent the people or businesses you want to contact through your campaigns. The lead system supports:

> **Primary Contacts**
>
> **Main contact** for each lead
>
> The primary phone number and contact information

> **Secondary Contacts**
>
> **Additional phone numbers** for the same lead
>
> Backup contacts, decision makers, or alternative numbers

> **Custom Variables**
>
> **Personalized information** for AI conversations
>
> Names, preferences, history, or any data your assistant needs

> **Status Tracking**
>
> **Progress monitoring** through campaign lifecycle
>
> Track call attempts, completions, and retry status

## Lead Status System

Every lead moves through different statuses during campaign execution:

> **Created**
>
> **Ready to call** - Lead is queued for first contact attempt

> **Scheduled**
>
> **Queued for retry** - Scheduled for next call attempt based on campaign settings

> **Processing**
>
> **Currently being called** - Call is in progress

> **Rescheduled**
>
> **Waiting for retry** - Will be called again after retry interval

> **Max Retries**
>
> **Retry limit reached** - Maximum call attempts exceeded

> **Completed**
>
> **Successfully contacted** - Call completed or goal achieved

## Primary vs Secondary Contacts

### Primary Contacts

* **Main lead record** with complete information
* **First to be called** in campaign sequence
* **Inherits campaign variables** from assistant settings
* **Controls overall lead status** and completion

### Secondary Contacts

* **Additional phone numbers** for the same person/business
* **Called if primary doesn't answer** (based on campaign retry settings)
* **Independent status tracking** from primary contact
* **Can have unique variables** different from primary

> [!TIP]
>
> **Use case example:** A business lead might have the main office number as primary contact, with the decision maker's direct line and mobile as secondary contacts.

## Variables System

Variables personalize AI conversations with lead-specific information. They are inherited from [assistant configuration](/ai-assistants/settings/prompt-and-tools#call-variables) and can be customized per lead.

**Usage in conversations:** Assistant uses variables like `{customer_name}` and `{company}` for personalized responses.

## Key Features

### Lead Management

* **Manual creation** or **CSV/Excel import** with validation
* **Status tracking** through campaign lifecycle
* **Export capabilities** with filtering options

### Campaign Integration

* **Single campaign** assignment per lead
* **Automatic status updates** based on call outcomes
* **Manual status control** for campaign management

### Best Practices

* **Phone format:** International format without spaces (+1234567890)
* **Clean data:** Accurate, current contact information
* **Logical organization:** Prioritize secondary contacts appropriately

> [!NOTE]
>
> For troubleshooting lead management issues, see [Leads Troubleshooting](/troubleshooting/leads).

> [!NOTE]
>
> For detailed setup instructions, see [Managing Leads](/leads/managing-leads) and [Importing Leads](/leads/importing-leads).


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