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#

The built-in fields you can enable and label:

FieldDescription
NameVisitor's name
EmailEmail address
PhonePhone number
CompanyCompany name
Job TitleVisitor's role
LocationVisitor's location
WebsiteVisitor's website
Referral SourceHow they heard about you

Name, email, and phone are the core fields enabled by default; the rest are off until you turn them on. Each field can be marked required or optional.

Custom Fields#

Add up to 10 custom fields for your needs (each is a text, email, phone, or URL field):

  • Order number
  • Account ID
  • Any text field

Configuration Options#

When to Show#

OptionDescription
ImmediatelyForm shows as soon as the widget opens
After N messagesForm shows after the visitor sends a set number of messages (1-50)

Lead capture itself is turned on or off by the Collect Lead action under Automations — there is no separate "Never" trigger. When the Collect Lead action is off, the form does not appear; when it is on, your saved fields and timing apply.

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