Doc Summary
Lead capture forms allow your external chatbot to collect contact information from users directly inside the chat — without sending them to a separate form or page.
This turns conversations into measurable leads.
What are lead capture forms? #
Lead capture forms are built-in chatbot features that ask users for information such as:
- Email address
- Name
- Contact details
- Inquiry context
They appear naturally during a conversation, not as a disruptive popup.
How lead capture works #
When enabled, the chatbot can:
- Detect when a conversation shows intent (questions, interest, help requests)
- Ask the user for contact details
- Save the information automatically
- Continue the conversation smoothly
Collected leads are stored and accessible inside the platform.
Enabling lead capture #
To enable lead capture for a chatbot:
- Go to Smart Bots → AI Bots
- Edit your chatbot
- Open Customize
- Enable Email Collection or Contact / Lead Capture
- Save changes
Once enabled, the chatbot can start collecting leads immediately.
Where captured leads are stored #
All captured leads appear under:
- Bot Contacts
- CRM / Inbox view
From there, you can:
- View contact details
- See conversation history
- Follow up manually
- Hand conversations to human agents
When to use lead capture #
Lead capture is ideal for:
- Contact requests
- Support follow-ups
- Sales inquiries
- Demo or consultation requests
- Newsletter signups
It works best when the chatbot first provides value, then asks for details.
Best practices #
- Don’t ask for contact details too early
- Use clear, friendly wording
- Explain why you’re asking for the information
- Keep it simple (email first, more later if needed)
Well-timed lead capture improves conversion without hurting user experience.
Summary #
- Lead capture forms turn chats into leads
- Enabled directly inside chatbot settings
- No external forms required
- Contacts are stored and manageable
- Works with AI-only or AI + human setups
With lead capture enabled, your external chatbot becomes more than support — it becomes a conversion and inquiry channel.
