Data Collection & Database Where to Find Collected Data in Your Dashboard Estimated reading: 3 minutes Last Updated 23/05/2025 The Database inside your Neexa dashboard is your command center for managing all leads collected by your AI Agent. Whether the lead came from your website, social media, email, or WhatsApp, it all lands here automatically. In this article, you’ll learn: Where to find your collected contact data How to switch between Table View and Grid View How to understand the source of each lead Where to Find Collected Data To find where you collated data is stored, go to your Neexa Dashboard Click Database What You’ll Find in the Database Total Contacts: Shows the total number of people your AI has captured data from. Monthly Breakdown: See how many contacts were collected this month and compare it to previous months. Lead Source: Find out exactly where each contact came from: Contact Details: Includes (Name, Email, Phone Number or any other data based on your data collection settings) Full Conversation History: You can open the original conversation linked to each contact, useful for understanding their needs, concerns, and interests. Simply click on the 3 dots in actions to view conversation. Table View vs Grid View The Neexa Database offers two viewing options to suit your workflow: Table View and Grid View. Table View A spreadsheet-style format best for: Quickly scanning rows of contact info Managing large volumes of data efficiently Each row is one contact, and columns show their details (Source, name, email, etc.). Grid View A card-style layout that works well if: Getting a snapshot of each contact’s details Browsing through fewer contacts with more detail Each contact appears in its own “card” How to Switch Views: Go to your Neexa Dashboard Click Database Click Icons at the top-right corner to select Table View or Grid View Choose the layout that makes it easiest for you to navigate and act on your contact data. Understanding Lead Sources Knowing where your leads are coming from helps you focus your marketing and sales efforts. Examples: Website — Contact initiated through your web chat WhatsApp — User messaged your WhatsApp-connected AI Instagram — Lead came from a DM or IG story reply Facebook — Lead came from user who inboxed you on Facebook Email — They emailed your AI or filled out an email form Why It’s Useful: Track which platforms drive the most conversions Personalize outreach based on where the lead came from Export the data to run targeted ad campaigns later, especially useful for: Retargeting people who didn’t convert Re-engaging warm leads with a new offer 📘 Related Resources How to Export Your Chats and Data into Excel Data Collection & Database - Previous How To Set Data First or AI Assist Next - Data Collection & Database How to Export Your Chats and Data into Excel
