Lead capture tool

The lead capture tool turns a casual conversation into a sales-ready lead. When the assistant detects buying intent — or whenever you tell it to — it asks the visitor for contact details and stores them in the dashboard.

When the tool is called

The assistant calls the lead capture tool when at least one of the following is true:

• The visitor says something that suggests they are evaluating a purchase (“how much does the Pro plan cost”, “do you have a free trial”, “can I book a demo”).
• The conversation has been going long enough that follow-up would be useful even without explicit buying signals.
• The visitor explicitly asks to be contacted (“can someone email me”, “I want a quote”).

You can adjust how aggressive the tool is — from “ask only on explicit request” to “ask whenever there is even mild interest”.

Enabling lead capture

1. Open your assistant and go to Tools → Lead capture.
2. Toggle it on.
3. Choose which fields to collect: name, email, phone, or any combination.
4. Mark which fields are required and which are optional.
5. Optionally add custom fields — for example, “company name”, “monthly volume”, or “use case”.
6. Save.

Configuring the trigger sensitivity

Lead capture supports three sensitivity levels:

• Low — only ask when the visitor explicitly requests follow-up. Best for high-traffic sites where you do not want to feel pushy.
• Medium (recommended) — ask when buying intent is clear. The default for most teams.
• High — ask early in any meaningful conversation. Best when leads are scarce and every visitor matters.

Customising the ask

Each field can have a custom prompt the assistant uses when requesting it. For example, instead of “Can I have your email?” you might write:

If you would like a quick reply from our team, what is the best email to reach you?

A friendlier ask converts better. Match the wording to the tone you set in the General tab.

Where leads appear

Captured leads appear in the assistant’s Leads tab, sorted by most recent. Each lead shows:

• The contact details collected.
• The full conversation transcript.
• A timestamp.
• Any custom fields the assistant collected.

You can mark leads as contacted, export them to CSV, and search across all leads in the assistant.

Disabling for specific topics

If there are topics where you do not want the assistant to ever ask for contact details — for example, a customer asking a basic support question — you can add those topics to the exclusions list. The assistant will skip lead capture during conversations on those topics.

Testing lead capture

Open the Chat tab and play the role of a customer with intent. Ask “how much do you charge” or “can someone help me set this up”. The assistant should pivot naturally and ask for your details. If it does not, increase the sensitivity or refine the trigger settings.

Common issues

• “It is asking too soon.” Lower the sensitivity, or add common questions to the exclusions list.
• “It is not asking at all.” Raise the sensitivity. Make sure the tool is toggled on. Check that you have at least one field enabled.
• “Leads are missing fields.” Check whether those fields are required or optional. The assistant will not block a conversation to demand an optional field.

Next steps

• Escalate to human
• Leads dashboard