Viewing Leads from Inbound SMS Funnels:
Understanding
Engagement Stages
The Leads report shows each contact who entered an OTTO collector — their stage in the conversation, what data they provided, and whether they completed qualification. This is where you see what the platform is actually producing.
Lead reports close the loop between OTTO’s activity and your team’s pipeline. Most contact in this report has a real, carrier-verified phone number — and most have qualification data that makes the follow-up call warm.
Accessing Leads Reports
Understanding Engagement Stages
Contact finished the entire collector flow — received the Prepare Caller final message, and your team received the email lead alert. These are your highest-priority follow-up contacts.
Contact started the flow and answered some questions but didn’t finish. Partial qualification data is captured. These contacts received an OTTO prompt and didn’t reply — candidates for a follow-up outbound.
Contact tapped the SmartLink and sent the first text — triggering opt-in and phone capture — but didn’t respond to OTTO’s first question. Phone number is captured. Can be added to an outbound list.
Contact replied STOP or another opt-out keyword at any point in the flow. Automatically suppressed from all future sends. Cannot be contacted again unless they re-opt in.
Working with Partial Leads
In Progress and Started contacts are not lost leads — they’re partial opt-ins with a captured phone number. Export these segments and add them to a re-engagement outbound campaign with a different angle: a shorter message, a different offer, or a direct ask (“Still interested? Reply YES and I’ll reach out.”). OTTO handles every reply automatically.
An abandoned form captures nothing. A partial OTTO interaction captures a carrier-verified phone number, a timestamp, and an entry point source. The floor is categorically higher.
How to re-engage partial leads and non-completers with targeted outbound sends — turning your In Progress segment into a second-chance pipeline.
Read the Insight →Export your partial leads segment and build a re-engagement campaign with OTTO reply automation — turn Started and In Progress contacts into qualified leads.
Read the KB Article →A Completed lead from a legal intake collector looks different from one in home services. Here’s how to interpret qualification data by vertical.
See OTTO Lead Funnels →