Contacts and Form Submissions
Review captured contacts, export lead data, process form submissions, and return to the originating conversation.
Customer Data in OpenSpeechAI
OpenSpeechAI can collect customer information in two complementary ways.
Contacts
Visitor details captured through lead collection, including available names, emails, companies, locations, and agent context.
Form submissions
Structured responses collected through a form that an AI agent displayed inside the widget.
Both areas follow the active workspace. Customer context can also appear directly beside its originating conversation.
Contacts
Open Contacts from the application sidebar to search, sort, edit, export, or remove captured contacts.
Find and Organize Contacts
Use the search field to find available contact details. Sort supported columns, choose which columns are visible, and change the number of rows shown per page.
Select rows when you need to export or delete a specific group. The row action menu lets you edit an individual contact or permanently delete it.
Contact deletion is permanent
Export any information you need before deleting contacts. Deleting a contact cannot be undone.
Export Contacts
Open the export dialog and choose the scope that matches your task.
| Scope | Result |
|---|---|
| All | Exports contacts across the chosen period |
| Filtered | Exports the contacts matching the current filters |
| Selected | Exports only the rows currently selected |
For all or filtered exports, choose this month, last month, this year, the previous year, a custom date range, or all time. The export downloads as a CSV file.
Form Submissions
Open Form Submissions to review structured data collected by your agents.
The table supports:
- Search
- New, Reviewed, and Archived status filters
- Agent filters
- Sorting and column visibility
- Multi-row selection and deletion
Submission Statuses
| Status | Meaning |
|---|---|
| New | The submission has not been reviewed |
| Reviewed | A workspace member has processed the submission |
| Archived | The submission has been moved out of the active view |
Review a Submission
Open the Submission
Select a row to open its detail sheet.
Review the Context and Fields
The detail sheet shows the form and agent, current status, submission time, captured field values, and a conversation link when one is available.
Update the Status
Select Mark as Reviewed after processing the submission, or Archive when it should leave the active review queue.
Return to the Conversation
When a form submission has a linked conversation, select View in the detail sheet to open the original transcript in a new tab. This lets you review what the visitor asked before and after submitting the form.
The same submission can appear in the conversation's customer-context panel.
Learn about conversation context →
A Simple Review Routine
- Use the Dashboard's Awaiting review count to identify new submissions.
- Open Form Submissions with the New filter.
- Review the captured fields and originating conversation.
- Follow up outside OpenSpeechAI when needed.
- Mark the submission Reviewed or Archive it.
Last updated: August 7, 2026