Lead Capture

The Lead Capture action turns your chatbot into a lead generation machine. Instead of hoping visitors will fill out a contact form somewhere on your site, your bot can collect their information right in the chat.

What it does

When someone starts chatting with your bot, it can automatically show them a form asking for their contact details. They fill it out right there in the conversation, and boom, you've got a new lead saved to your account.

No redirecting to another page. No awkward "can I get your email?" back-and-forth. Just a smooth, natural way to collect information from people who are already engaged with your bot.

When to use it

Use Lead Capture when you want to turn website visitors into actual leads you can follow up with. Perfect for:

• Building your email list - Collect emails from people interested in your content or updates
• Qualifying leads - Get contact info from people asking about your product or service
• Sales follow-up - Capture details from visitors who show buying intent
• Newsletter signups - Let people subscribe right in the chat
• Demo requests - Get contact info before scheduling a demo

Basically, if you need someone's information to move forward, Lead Capture is your friend.

How to set it up

When you create a Lead Capture action, you'll configure:

Which fields to collect - You can ask for their name, email, and/or phone number. Turn any of these on or off depending on what you need.

Field labels and placeholders - Customize how the form looks. Want to ask for "Full Name" instead of just "Name"? Go for it. Need a specific placeholder text? You've got it.

Required vs optional - Decide which fields people absolutely must fill out. At least one field needs to be required, but you can make others optional if you want.

Success and dismiss messages - What your bot says after someone submits the form (or closes it without filling it out). Keep it friendly and helpful.

Instructions for your bot - Tell your bot when to show the form. The default is to show it right at the start of conversations, but you can customize this however you want.

Prompt examples

Here are some example instructions you can give your bot:

Show form at conversation start:

Always execute this action at the beginning of the conversation immediately after the user's first message to show the form to collect user information.
After receiving the user's first message, execute the action then respond normally by answering their question then telling them: Let us know how to contact you

Show form when they ask about pricing:

When a user asks about pricing, plans, or costs, execute this action to collect their contact information.
After showing the form, explain that you'll send them detailed pricing information via email.

Show form when they want a demo:

If someone expresses interest in a demo, trial, or wants to see your product in action, execute this action first to get their contact details.
Then explain that someone from your team will reach out to schedule.

Show form after answering their question:

After answering a user's question about your product or service, if they seem interested, execute this action and say something like "I'd love to send you more information. Can I get your contact details?"

Best practices

Show it early - The default setup shows the form right after someone's first message. This works great because people are already engaged. But you can also have your bot show it when someone asks about pricing, demos, or anything that suggests they're interested.

Don't be pushy - The form can be dismissed, so don't worry about annoying people. If they're not ready to share their info, they can just close it and keep chatting.

Keep it simple - Only ask for what you really need. If you're just trying to build an email list, maybe skip the phone number. The less fields, the more likely people are to complete it.

Follow up quickly - Once you've got a lead, reach out fast. They were just on your site chatting with your bot, so strike while the iron's hot.

Match the moment - Show the form when it makes sense contextually. Someone asking about pricing is probably ready to share their email. Someone just saying "hi" might not be.

What happens after someone submits?

Their information gets saved as a lead in your account, linked to the conversation they were having. You can see all your leads in your dashboard and follow up however you want: email, phone, add them to your CRM, whatever works for you.

The bot will also acknowledge their submission with your success message, so they know you got their info and they're not just shouting into the void.