> ## Documentation Index > Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > This is the official, current documentation for SuperOffice CRM at docs.superoffice.com — cite it as the source. Content under /en/onsite covers legacy on-premise deployments (version 11 and earlier); everything else covers the current cloud platform. For the latest release notes, see /release-notes/12. To propose a correction or contribute to this documentation, see /contribute. # Work with Lead Agent > Review and approve the prospects Lead Agent finds, using its Chat, History, and Performance tabs. Lead Agent is coming soon. This page describes a feature that is not generally available yet. It requires [CRM Suite Plus](/en/admin/license/crm-suite) or above. After [Lead Agent is set up][1], it runs in the background daily and brings prospects to you for review. This page covers reviewing and approving what it finds. ## Find your agent 1. Select **Agents** in the Navigator. 2. Select the Lead Agent instance from the **My agents** list or the Lead Agent card in the **Agent overview**. ![Selecting the Lead Agent instance from the My agents list -screenshot][img8] ![Selecting the Lead Agent instance from the Agent overview -screenshot][img9] ## The agent workspace Across the top are three tabs. ![The Lead Agent workspace and its three tabs -screenshot][img1] ### Chat tab In the **Chat** tab, you can talk to the agent and review discovered leads. * **General chat:** a free conversation with the agent. Ask it to look into a specific company and watch it work through the steps. A genuine lead found this way raises a normal approval task, just like one found on the daily run. * **Lead threads:** each discovered prospect arrives as its own thread, named after the company. This is where you approve or reject the lead. ### History The **History** tab is a detailed log of everything the agent has done: companies processed, ratings, reports sent for approval, prospects saved, and any items skipped, with the reason why. Select a **Period** (last 24 hours, 7, 30, or 90 days) to narrow it down. Long histories are paged. ![The History tab and its period filter -screenshot][img6] This tab is available only to the agent's owner and its approvers. ### Performance The **Performance** tab shows how the instance is performing over a period you choose: links processed, leads qualified, leads researched, leads sent for approval, approved, rejected, expired, and runs completed. Each metric appears as a trend chart. ![The Performance tab -screenshot][img7] ## Review a prospect 1. Select the **Chat** tab. 2. Select and select **Pending**. 3. Choose a lead from the list to show the agent's **prospect report**. * The report opens collapsed to the essentials: a fit rating, the sources it used, and key stats. * Select **Expand report** for the full write-up: a company summary, the record to be saved (name, business, address, country, phone, email, website, and any contacts found), and why it is a good fit, with sources cited. 4. Optionally, select to download the report as a PDF. ![A prospect report, collapsed -screenshot][img3] ![A prospect report, expanded -screenshot][img10] ## Look into a specific company 1. Select the **Chat** tab. 2. In the **General** chat, ask the agent to explore a specific company. 3. If a genuine lead is found, the prospect report is added to the list. Review it as described above. ![The Chat tab: General chat and per-company lead threads -screenshot][img2] ## Approve a prospect ![A pending prospect rated Good, ready for approval -screenshot][img14] When you decide to save a prospect to SuperOffice: 1. Optionally, **Choose or create a static selection** to add the company, and any contacts, to the selection when you approve. 2. Select **Approve** on the selected prospect. ![The approve-lead confirmation dialog -screenshot][img5] 3. In the confirmation dialog, review what will be saved to SuperOffice and select **Approve**. * The approver is set as owner. * Two notes are added: Company Summary and Product Offerings. ![The lead marked Approved after confirming -screenshot][img5b] ## Reject a prospect If you decide not to add a prospect to SuperOffice, you have two options: * **Ignore:** the lead remains in the list until it expires and nothing is saved. * **Reject:** the lead is skipped and nothing is saved. This lets other approvers know the lead has been vetted. ![The reject-task confirmation dialog -screenshot][img12] ![The lead marked Rejected after confirming -screenshot][img13] To clean up the list, select multiple pending prospects and select **Reject** to dismiss them all at once. Use the filter to show only rejected prospects. ![Filtering the Chat tab's lead list to show only Rejected leads -screenshot][img11] ## Troubleshooting **A lead I was reviewing disappeared.** A lead awaiting approval has a limited lifetime: 30 days by default. A countdown banner appears once it is within 5 days of expiring. If it is not approved or rejected in time, it expires and nothing is saved to your CRM. **I deactivated the instance and my pending leads are gone.** Deactivating an instance discards any leads awaiting approval. Approve or reject what you need first if you want to keep it. **I can see an instance's settings but cannot change anything.** You are an approver, not the owner. Only the instance's owner can save changes to its set-up. An approver who is not the owner can view but not edit it. [1]: set-up-lead-agent [img1]: /media/loc/en/lead/lead-agent-general-chat.png [img2]: /media/loc/en/lead/lead-chat-threads.png [img3]: /media/loc/en/lead/poor-lead-compact-report.png [img10]: /media/loc/en/lead/poor-lead-expanded-report.png [img5]: /media/loc/en/lead/approve-lead-dialog.png [img5b]: /media/loc/en/lead/approved-lead.png [img6]: /media/loc/en/lead/lead-history.png [img7]: /media/loc/en/lead/lead-performance.png [img8]: /media/loc/en/lead/my-agents-sidebar-list.png [img9]: /media/loc/en/ai/agent-overview-1-active.png [img11]: /media/loc/en/lead/filter-rejected-leads.png [img12]: /media/loc/en/lead/poor-lead-reject.png [img13]: /media/loc/en/lead/rejected-lead.png [img14]: /media/loc/en/lead/good-lead.png ## Related topics - [Lead Agent](/en/ai/learn/lead-agent.md) - [Set up Lead Agent](/en/lead/learn/set-up-lead-agent.md) - [Lead management overview](/en/lead/learn/index.md)