In my previous release blog post, I had mentioned that v4.2.0 would be final release in the 4.x series. Well, we have a little surprise!
While working on v5 items, we realised that some features could not wait. With Diwali season in progress, sales and conversions taking the centre stage, we wanted to give our users a few more reasons to celebrate. The Leads Grouping feature, along with some handy UI improvements felt too valuable to hold back. So, we are making one more stop before v5!
Illumea v4.3.0 is a small bonus to help you organize leads better, focus on opportunities and conversions to make the most of festive sales season!
Leads Grouping
Previously, leads were... just leads and while the lead scoring provided some more insight, it was still lacking what was needed to trigger/justify follow-ups or take suitable action.
This new feature sorts every conversation that shows interest into one of four groups, so your team can tell a buyer ready to order from someone just looking around.
Group | Who they are | What to do |
|---|---|---|
Ready to buy | Asked for a price or quote, named a product they need, gave a quantity, or asked to order or for samples | Follow up first. These are the only conversations that send you an alert. |
Exploring | Researching a solution for their own product, with no concrete step yet | Nurture them with helpful information. If they later ask for a quote, they move to Ready to buy and you're alerted. |
Distributor / partner | Want to sell or represent your products, or asked about an agent in their region | Pass to your channel or partnerships team. These can show where there's demand for local representation. |
Other business | Vendors offering you services, or existing customers asking about an order | Route to the right team. They're kept out of your sales numbers. |
How it helps you
- Fewer, better alerts: you are only notified when someone is ready to buy, not for every enquiry.
- Faster follow-up: filter the Leads page by group, and start with Ready to buy.
- Fewer missed opportunities: earlier-stage prospects now appear under Exploring instead of being lost.
- Cleaner numbers: distributors, vendors and existing customers no longer inflate your buyer figures or reach your CRM as sales leads.
- New market insight: your monthly and Intelligence reports now show leads by group, including where distributor interest comes from.
Groups appear on the Leads page, in Session Replay, and in your monthly and Intelligence reports. They are available on the Growth plan and above.
Links Clicked
In the analytics page, a new table shows if users have clicked on suggested links displayed by the chatbot during conversations like links to a contact form or pricing page.
How it helps you
- See if the bot's answers lead anywhere: for example, it shows whether distributor enquiries pointed to your contact page actually went there.
- Spot weak hand-offs: if visitors are given a link but rarely open it, the answer may need clearer wording or a better destination.
- Understand intent better: a visitor who opens your pricing or contact page after chatting is a warmer lead, which you can see in their conversation.
Good to know
- It shows clicks only, not whether someone went on to fill in a form.
- Privacy: only the page address is recorded, never anything a visitor types or any personal details in the link. Visitors who say they're under 18 aren't tracked.
- Plan: it's included wherever Analytics is available on your plan.
UI Improvements
As with every release so far, we continue to make improvements to the UI to make it more consumption-friendly. For this release, the monthly report has a few clean ups to the layout. We have replaced the summary tiles to a more summarized tabular structure, making it more mobile friendly as well. The analytics page is more mobile-friendly as well with smart messaging added for mobile devices.
That's a wrap for this release!