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Documentation Index

Fetch the complete documentation index at: https://docs.gloriagent.ai/llms.txt

Use this file to discover all available pages before exploring further.

Learn how to create, edit, and manage leads effectively for your campaigns with proper variable setup and secondary contact management.

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Creating a New Lead

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Basic Information

  1. Phone Number: Enter the primary contact number in international format
  2. Campaign Assignment: Select which campaign this lead belongs to
  3. Status: Automatically set to “Created” for new leads
Phone number format: Use international format without spaces or parentheses (+1234567890) for automation imports and file uploads.

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Variable Setup

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Assistant Default Variables

When you select a campaign, the lead automatically inherits variables from the assistant configuration:
  • Pre-filled values: Assistant’s default variables appear in the form
  • Customization: Modify values specific to this lead
  • Required fields: Some variables may be required for campaign functionality

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Custom Variables

Add personalized information for your AI assistant to use: Common variable types:
  • customer_name: Person’s name for personalized greetings
  • company: Business name for B2B conversations
  • last_interaction: Previous conversation context
  • preferences: Customer preferences or requirements
  • budget_range: Financial information for sales calls
Variable format example: 
{
  "customer_name": "Sarah Johnson",
  "company": "TechStart Solutions", 
  "last_interaction": "Requested demo of premium features",
  "preferred_contact_time": "Afternoon EST",
  "industry": "Software Development"
}

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Secondary Contacts

Add additional phone numbers for the same lead when you have multiple ways to reach them.

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When to Use Secondary Contacts

  • Decision makers: Multiple people involved in the decision
  • Backup numbers: Mobile, office, home numbers for same person
  • Department contacts: Different departments in same company
  • Time-based contacts: Different numbers for different times

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Secondary Contact Setup

  1. Add Secondary Contact: Click “Add Secondary Contact” in the form
  2. Phone Number: Enter additional phone number
  3. Variables: Set specific variables for this contact (optional)
  4. Order: Contacts are tried in the order you add them
Contact order matters: Campaign will try contacts in sequence. Put the most likely to answer first.

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Secondary Contact Variables

Each secondary contact can have unique variables:
  • Different person: Use different name and role variables
  • Same person: Use same personal info but different contact preferences
  • Department-specific: Customize for specific department needs
Example - Multiple decision makers: 
// Primary: CEO
{
  "contact_name": "John Smith",
  "role": "CEO", 
  "decision_authority": "Final approval"
}

// Secondary: CTO  
{
  "contact_name": "Jane Doe",
  "role": "CTO",
  "decision_authority": "Technical decisions"
}

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Editing Existing Leads

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Modifying Lead Information

  • Phone number: Update if contact information changes
  • Campaign: Move lead to different campaign if needed
  • Status: Manually change status for campaign control

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Variable Management

  • Update values: Modify existing variable values
  • Add variables: Include new information for better AI context
  • Remove variables: Delete outdated or irrelevant data
Campaign compatibility: When changing campaigns, ensure variables match the new assistant’s configuration.

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Secondary Contact Management

  • Add contacts: Include additional phone numbers
  • Remove contacts: Delete invalid or unnecessary numbers
  • Reorder contacts: Change calling sequence priority
  • Update variables: Modify contact-specific information

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Lead Status Management

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Understanding Status Changes

Lead status automatically updates based on campaign activity:
  • Created → Processing: When campaign starts calling
  • Processing → Completed: When call succeeds or goal achieved
  • Processing → Rescheduled: When call needs retry
  • Rescheduled → Max Retries: When retry limit reached

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Manual Status Control

You can manually change lead status when needed:

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Reset for Re-calling

Set to “Created”: Resets lead to be called again
  • Use case: Lead requested callback at specific time
  • Effect: Lead rejoins campaign queue
  • Considerations: Respects campaign retry limits

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Mark as Complete

Set to “Completed”: Stops campaign from calling this lead
  • Use case: Goal achieved through other channels
  • Effect: Lead excluded from future campaign calls
  • Considerations: Cannot be automatically reset by campaign

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Other Status Changes

  • “Scheduled”: Queue for next retry attempt
  • “Max Retries”: Manually mark as exhausted
  • “Rescheduled”: Reset retry timer
Status strategy: Use manual status changes sparingly. Let campaign automation handle most status updates for consistent behavior.

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Bulk Operations

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Bulk Delete

Select multiple leads and delete them:
  1. Filter leads: Use table filters to select specific leads
  2. Select leads: Check boxes for leads to delete
  3. Bulk delete: Choose delete action from bulk actions menu
  4. Confirm: Review changes before applying

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Bulk Export

Export filtered lead data for external processing:
  • Apply filters: Filter by campaign, status, date range
  • Select columns: Choose which data to export
  • Include secondary: Option to include secondary contacts
  • Download: CSV format for spreadsheet compatibility

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Lead Organization

Use table filters, sorting, and search to organize leads by campaign, status, date range, or variable content.

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Campaign Integration

  • Single campaign assignment per lead
  • Variable inheritance from assistant configuration
  • Automatic coordination with campaign schedule and retry logic

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Best Practices

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Key Points

  • Phone format: International format without spaces (+1234567890)
  • Variables: Use consistent naming and relevant information
  • Secondary contacts: Order by priority, avoid duplicates
  • Privacy: Follow data protection requirements
For troubleshooting common lead issues, see Leads Troubleshooting.
For information about importing leads in bulk, see Importing Leads.