Lead Capture

Collect visitor information before or during conversations with your AI agent

Lead Capture#

Collect contact information from website visitors to follow up on conversations. The lead form can appear before or during a chat session.

How It Works#

  1. Visitor opens the chat widget
  2. Lead form appears (based on your configuration)
  3. Visitor fills in their details
  4. Conversation begins
  5. Lead is saved to your contacts

Setting Up#

  1. Go to your agent dashboard
  2. Click Deploy
  3. Open Chat widget
  4. Open the Content tab
  5. Use the Lead capture card to enable lead capture or open its settings
  6. Configure fields and save

Form Fields#

Standard Fields#

FieldDescriptionRequired
NameVisitor's nameOptional
EmailEmail addressOptional
PhonePhone numberOptional

Custom Fields#

Add custom fields for your needs:

  • Company name
  • Job title
  • Order number
  • Account ID
  • Any text field

Configuration Options#

When to Show#

OptionDescription
Before chatForm shows immediately when widget opens
After first messageForm shows after visitor sends first message
NeverNo lead form

Required vs Optional#

Mark specific fields as required or optional.

Form Title#

Customize the form header text.

Managing Leads#

View Leads#

  1. Go to People > Contacts
  2. See all captured leads
  3. Filter by date, source, agent

Export Leads#

  1. Go to People > Contacts
  2. Click Export
  3. Download as CSV

Webhooks#

Send leads to external systems automatically:

  1. Go to Settings > Webhooks
  2. Select the leads.submit event
  3. Enter your endpoint URL
  4. Leads are sent to your endpoint as they are captured

The webhook payload includes the lead's name, email, phone, custom fields, source channel, and conversation ID.

Best Practices#

  1. Ask for minimal info -- Fewer fields means higher completion rates
  2. Make email optional -- Unless you specifically need it for follow-up
  3. Explain why -- Add helper text explaining how you will use their information
  4. Test the flow -- Try it yourself from a visitor's perspective
  5. Follow up quickly -- Response time directly impacts conversion

Privacy Considerations#

  • Clearly state how data will be used
  • Comply with GDPR, CCPA as applicable
  • Only collect what you need
  • Provide opt-out options