The AI lead brief reads a viewer’s answers and journey for you, so you know who to call first and how to open the conversation.
Open a viewer
Click Responses in the menu and click a viewer. The AI lead brief is the first card, under the Status, Watch time and Answers boxes.
Turn on AI summaries (first time only)
An owner or admin clicks Turn on AI summaries. Names, emails, phone numbers, links and files are removed before anything is summarised.
Write the brief
Click Write brief. It takes a few seconds.
Read it
The brief shows where they came from, The path they took, What they are likely looking for, a Next step and a Suggested opening line. The Hot lead, Warm lead or Cold lead badge comes from your lead scoring rules, and the confidence badge shows how sure the brief is.
Use it
Click Copy opening line before you call, or Download PDF to share it with your team.
Tip: Briefs each month: 10 on Starter, 200 on Pro and 1,000 on Agency. The meter shows how many are left.
Something look different in your account? Contact support or email support@videosayshi.com.