How to Use ScoreSense Filter in Convin Insights (Customer Intelligence, AI Insights & Custom Tracking)

ScoreSense in Convin helps users categorize and analyze leads based on their level of interest or intent — such as Hot, Warm, or Cold.
This allows Managers, Team Leads, Admins, and Quality Analysts to quickly prioritize follow-ups, assess lead quality, and improve conversion effectiveness by focusing on leads with the highest engagement potential.

Steps on how to Use ScoreSense Filter on Customer Intelligence Page:

1. Navigate to Convin Insight Page.
   
   
   
2. Select Customer Intelligence.
   
   
   
3. Locate to Advanced Filters.
   
   
   
4. Locate and select ScoreSense Filter.
   
   
   
5. Choose the desired interest level: Hot, Warm, or Cold.
   
   
6. Click Apply Filter to view the filtered lead dataset.
   
   

Steps on how to Use ScoreSense Filter on AI Insights Page:

1. Navigate to Convin Insight Page.
   
   

   
   

2. Select  AI Insights.
   
   

   
   

3. Locate to Advanced Filters.  
   
   

   
   

4. Locate and select ScoreSense Filter.
   
   

   
   

5. Choose the desired interest level: Hot, Warm, or Cold.
   

6. Click Apply Filter to refine your AI-generated insights and reports.
   

Steps on how to Use ScoreSense Filter on Custom Tracking Page:

1. Navigate to Convin Insight Page.
   
   

   

   
   

   
   

2. Select Custom Tracking Page.
   
   
   
3. Locate to Advanced Filters.
   
   
   
4. Locate and select ScoreSense Filter.
   
   
   
5. Choose the desired interest level: Hot, Warm, or Cold.
   
   

6. Click Apply Filter to generate targeted tracking insights.
   
   

   📩 Still need help? Contact our support team at  [email protected] —we’re happy to assist!

   Good day!