Lead Capture
Collect visitor information before or during conversations
Lead Capture#
Collect contact information from website visitors to follow up on conversations.
How It Works#
- Visitor opens the chat widget
- Lead form appears before first message
- Visitor fills in their details
- Conversation begins
- Lead is saved to your contacts
Setting Up#
- Go to your agent dashboard
- Navigate to Settings → Lead Form
- Enable lead capture
- Configure fields
- Save
Form Fields#
Standard Fields#
| Field | Description | Required |
|---|---|---|
| Name | Visitor's name | Optional |
| Email address | Optional | |
| Phone | Phone number | Optional |
Custom Fields#
Add custom fields for your needs:
- Company name
- Job title
- Order number
- Account ID
- Any text field
Configuration Options#
When to Show#
| Option | Description |
|---|---|
| Before chat | Form shows immediately |
| After first message | Form shows after visitor sends first message |
| Never | No lead form |
Required vs Optional#
Mark specific fields as required or optional.
Form Title#
Customize the form header text.
Managing Leads#
View Leads#
- Go to Contacts
- See all captured leads
- Filter by date, source, agent
Export Leads#
- Go to Contacts
- Click Export
- Download as CSV
Webhooks#
Send leads to external systems:
- Go to Webhooks → Create
- Select
lead.capturedevent - Enter your endpoint URL
- Leads are sent automatically
Best Practices#
- Ask for minimal info - Fewer fields = higher completion
- Make email optional - Unless you need it
- Explain why - Add helper text
- Test the flow - Try it yourself first
- Follow up quickly - Response time matters
Privacy Considerations#
- Clearly state how data will be used
- Comply with GDPR, CCPA as applicable
- Only collect what you need
- Provide opt-out options