The AI Tool That Decodes What Leads Really Need: Meet AI Lead Insights
Try Thryv for FreeBy Caroline Burk, Small Business Expert
Updated October 20, 2026 · 13 min read
When a new lead calls, fills out a form, or starts a chat, the real work begins after the conversation ends.
You’re expected to remember what was said, capture key details, assess intent, decide next steps, and follow up quickly — all while juggling the rest of your day.
When you operate this way, important context gets buried in notes (or forgotten entirely); follow-ups slip through the cracks, and promising leads quietly stall.
Worse, when you’re busy thinking about what comes next, you’re not fully present in the conversation itself — and that first impression matters to new leads.
This manual process isn’t just time-consuming. It introduces guesswork, missed opportunities, and inconsistent follow-up. And for busy business owners, that’s a cost you can’t afford.
That’s exactly the problem AI Lead Insights was built to solve.
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What is AI Lead Insights?
AI Lead Insights is an intelligent tool built into Thryv Marketing Center™ that breaks down every customer conversation, so leads don’t stall, and next steps are always clear.
Instead of replaying calls, sifting through notes, or manually organizing follow-up tasks, AI Lead Insights does the listening and learning for you.
It analyzes calls, forms, and chats automatically — then delivers a clear summary, suggested next steps, smart tags that explain what the lead is looking for, and a score that shows which leads deserve your attention first.
The result?
- Follow up with confidence, not guesswork
- Turn every conversation into a clear action plan
- Get caught up fast with the full backstory at your fingertips
With AI Lead Insights handling the details behind the scenes, you can stay focused on what matters most: having better conversations and moving the right leads forward faster.
How Does it Work?
AI Lead Insights works in real time and the process can be broken down into four steps: AI Summary, AI Action Items, AI Score, and AI Smart Tags.
Once a call, chat, or form comes in, AI will get to work to analyze it. From there, it will perform these four tasks:
Get a closer look at these steps and see this feature in action in our video below!
- AI Summary: Each lead’s conversation and details will be summarized and stored on their contact card so you can easily refer to it later.
- AI Action Items: AI Lead Insights pulls out clear, recommended next steps based on the conversation. Instead of wondering how to follow up, you’re given actionable tasks such as: Schedule an appointment · Request a payment · Follow up on an unanswered call
- AI Score: Every interaction is reviewed automatically, and each lead is given a score from 1 to 5 based on how likely they are to become a customer.
- AI Smart Tags: Standard tags are added so you can quickly see lead type, intent, and tone—helping you segment, prioritize, and follow up faster.
Get a closer look at these steps and see this feature in action in our video below!
Next Steps: See It In Action
Good news: AI Lead Insights is officially live and available to eligible Thryv Marketing Center™ customers (find eligibility details on page three of our help article)! So, if you’re tired of juggling notes, guessing which leads deserve your attention, or letting follow-ups slip through the cracks, log into your app to make sure the feature is activated — and start turning every customer conversation into clear, actionable next steps.
Want to see how it’s already making an impact? Watch the video below to hear from businesses who are using AI Lead Insights to save time, prioritize smarter, and move leads forward with confidence.
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Frequently asked questions
AI Lead Insights is a smart feature inside your Thryv Marketing Center that automatically analyzes calls, chats, and form submissions so nothing gets lost in translation. Instead of sifting through notes or replaying calls, you get clear summaries, suggested next steps, lead scoring, and smart tags—helping you follow up faster and with confidence.
Once a lead interaction comes in, the AI breaks it down into four key elements: a summary of the conversation, recommended action items, a quality score (1–5), and smart tags that reveal intent and tone. That means you can quickly spot high-value leads and focus your time where it matters most.
Nope. AI Lead Insights listens and analyzes for you in real time. You’ll see the most important information directly on the lead’s contact card in Thryv, so you can skip guesswork and make follow-up decisions fast—without digging through every message or voicemail.