SheetLinkWP

AI Lead Scoring & Analytics

Local analytics dashboard (free), optional hosted lead scoring, plus per-submission AI extras (sentiment, summarize, categorize) via the AI Analytics add-on.

Available on: ⚡ AI Lead Scoring Add-on - $29/mo ⚡ AI Analytics Add-on - $39/mo (adds sentiment, summarize, categorize) View add-on pricing →

Overview

SheetLink's AI Lead Scoring add-on uses an Ultravox LLM to evaluate every form submission and assign a score from 0 to 100, categorising leads as Hot, Warm, or Cold. Scores and reasoning are written directly into your Google Sheet as extra columns.

The Enhanced Analytics add-on adds a real-time dashboard inside WordPress: 30-day submission trends, week-over-week comparison, duplicate detection, peak-hours heatmap, and top forms by volume.

Requires

Both features require an active Pro or Agency license and a valid API token configured in SheetLink > Analytics.

Setting Up AI Lead Scoring

1

Enable AI Lead Scoring

  1. Go to SheetLink > Analytics in your WordPress admin.
  2. Enter your API token in the Lead Scoring section and click Save.
  3. Every new form submission is now automatically scored by the AI model.
  4. Three new columns appear in your Google Sheet: Score, Category, and Reasoning.

Note: Scoring happens asynchronously and does not slow down form submission. Results typically appear within a few seconds.

Understanding Scores

The AI evaluates multiple signals in each submission and returns a numeric score plus a human-readable category:

  • 70–100 = Hot — High purchase intent. The lead is ready to buy or requesting a demo/quote.
  • 40–69 = Warm — Genuine interest. Asking questions, comparing options, or downloading resources.
  • 0–39 = Cold — Low intent. Generic inquiry, spam-like content, or free-email-only submissions.

Signals the AI evaluates include: field content, email domain (business vs. free), message intent, and company name presence.

Analytics Dashboard

2

View Your Analytics

Navigate to SheetLink > Analytics to see the dashboard. Key widgets include:

  • Total submissions (30 days) — rolling count with trend indicator.
  • This week vs. last week — percentage change comparison.
  • Duplicate submissions flagged — count of detected duplicates.
  • Peak hours heatmap — visualises which hours receive the most submissions.
  • Top forms by volume — ranked table of your busiest forms.

Duplicate Detection

The analytics engine detects duplicate submissions by matching email addresses within a configurable time window (default: 24 hours).

  • Duplicates are flagged in the analytics table with a "Duplicate" badge.
  • Adjust the detection window in SheetLink > Analytics > Duplicate Window.
  • Duplicates are still delivered to your Sheet — they are flagged, not blocked.

Tip: Use conditional formatting in your Google Sheet to highlight duplicate rows automatically. See the formulas section below.

Google Sheets Formulas for Scores

Use these formulas in your Google Sheet to work with AI scores:

  • Conditional formatting: Select the Score column, apply Format > Conditional formatting with rules for ≥70 (green), ≥40 (yellow), and <40 (red).
  • Filter hot leads only: =FILTER(A2:Z, D2:D>=70) (where column D is Score).
  • Category breakdown: =COUNTIF(E2:E, "Hot"), =COUNTIF(E2:E, "Warm"), =COUNTIF(E2:E, "Cold") (where column E is Category).

For more Google Sheets tips, see the Google Sheets Setup guide.

Per-Submission AI Extras (AI Analytics add-on)

With the AI Analytics add-on ($39/mo, or included in Agency Bundle and Agency Plus), you can turn on three per-submission AI extras. Each one runs against every new delivery and costs one call against your monthly analytics allowance.

1

Enable the extras

  1. Go to SheetLink > Analytics.
  2. Under AI Analytics extras, flip on any combination of Sentiment, Summarize, and Categorize.
  3. For Categorize, set the comma-separated list of allowed categories (default: sales,support,partnership,spam,other). Max 24 categories, 64 chars each.
  4. Click Save Settings.
  • Sentiment — classifies each submission as positive, neutral, or negative with a 0-100 confidence score and a one-sentence rationale.
  • Summarize — produces a one-to-two-sentence plain-text summary of the submission (what the submitter wants, not how they said it).
  • Categorize — picks exactly one of your allowed categories for the submission, with a 0-100 confidence score and rationale.

Gating: The extras are gated server-side on the AI Analytics entitlement. They fire only when the scoring token and consent flag are set, the Analytics feature is enabled, and the corresponding toggle is on. Each extra counts against the monthly analytics cap.

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