Lead Capture
How your agent collects contact details from visitors, what's saved with each lead, and how to get notified about new ones.
Your agent captures leads with the Collect Leads action. When the conversation calls for it, the agent shows a short form in the chat. When the visitor submits it, a lead is saved.
Set up lead capture
Add the action
In your agent, go to Build > Actions, select Create action, and choose Collect Leads.
Choose when to ask
Turn on Smart lead collection to ask only once a visitor shows real interest, or describe your own condition.
Choose the fields
Set which of Name, Email, and Phone Number are required, and add custom fields if you need more details.
See Collect Leads for every setting.
What’s saved with a lead
| Field | Description |
|---|---|
| Name, Email, Phone | The details from the form. |
| Source | The channel the lead came from, such as the web widget. |
| Referrer URL | The page the visitor was on. |
| Campaign | The UTM parameters of the link the visitor arrived through. See Campaign Tracking. |
| Date | When the lead was captured. |
| Lead details | Any custom fields you added. |
Get notified about new leads
Add a Slack Notification action with a condition such as “When a new lead is captured”, so your team can follow up quickly.
Tips for more leads
- Offer something in return, such as a quote, a demo, or a follow-up from your team. Mention it in your instructions.
- Ask only for what you need. Fewer required fields means more completed forms.
- Use Smart lead collection so the agent helps first and asks later, instead of asking every visitor up front.