Capturing Leads

Forget pop-up forms. Your assistant collects names, emails, and phone numbers naturally -- mid-conversation, when the timing is right. Instead of a rigid form, the AI asks for details one at a time within the chat flow.

How It Works

A visitor clicks a call-to-action button or says something that matches a trigger phrase.
The AI shows a starter message explaining what will happen.
The AI asks for each field one at a time, in the order you configured.
The visitor responds naturally. For multi-option fields, clickable buttons appear.
After all fields are collected, the thank-you message is shown.
You receive an email notification (if enabled) and can view the lead in your dashboard.

Building a Lead Form

Go to your assistant's Forms page from the sidebar and click Create Form.

Form Fields

Fields define what information you collect. Add up to 10 fields per form and configure each one.

Field Type	What it collects	Validation
Text	Any text response	Must not be empty. Optional max length.
Person's Name	A person's name	At least 2 characters.
Email	An email address	Must be a valid email format.
Phone	A phone number	At least 10 digits.
Multi-option	One choice from a list	Options shown as clickable buttons.

Drag fields to reorder them. The order determines the sequence in which the AI asks for each one.

Multi-option fields

For multi-option fields, define the list of options the visitor can choose from. The AI presents them as clickable buttons and can also interpret free-text answers.

Triggers

Triggers determine when the lead capture flow starts. There are two types:

Call to Action (CTA)

A button that appears as a starter question or smart question suggestion in the chat. Write clear, action-oriented text:

"Get a free consultation"
"Request a quote"
"Book a demo"

When a visitor clicks the CTA, lead capture begins immediately.

Trigger Phrases

Natural-language descriptions of when to activate the form. Add up to 5 triggers per form. The AI evaluates these semantically -- visitors don't need to use the exact words.

"When someone asks about pricing or wants a quote"
"When a visitor wants to schedule a meeting"
"When someone is interested in signing up"

Think about what visitors actually say, not formal descriptions. The AI understands intent.

Messages and Icon

Starter Message -- Shown when lead capture begins. Explain what you'll do with the information: "I'd be happy to get you a quote. Let me collect a few details first."
Thank You Message -- Shown after all fields are collected: "Thank you! We'll send your quote within 24 hours."
Form Icon -- Choose an emoji that represents the form. It appears on the form card and in CTA buttons.

Activating a Form

Each form has an active/inactive toggle on its card. Only active forms can trigger during conversations.

Multiple forms

You can have multiple active forms on the same assistant. The AI determines which one is relevant based on the conversation context.

Smart Questions and CTAs

When smart questions are enabled on your assistant, the AI can suggest lead capture CTAs as follow-up suggestions. For example, after answering a pricing question, the AI might suggest "Get a personalized quote" -- clicking it triggers the lead capture flow.

Recently completed forms (within the last hour) are excluded from suggestions to avoid re-triggering.

Viewing Leads

There are two places to see your leads:

Per assistant -- The Forms page includes a Captured Leads table at the bottom showing all submissions for that assistant.
All leads -- The top-level Leads page in the main navigation shows leads across all assistants.

Lead Table

The leads table shows:

Form name and icon -- Which form captured this lead.
Assistant -- Which assistant the lead came from.
Lead identifier -- The email or name provided.
Status -- Completed, In Progress, Partial, or Abandoned.
Quality -- Full (all fields), Partial (some fields), or Email Only.
Date -- When the submission was created.

Filter leads by form, assistant, status, quality, or date range. Search across email addresses and field values. Click a lead to see all form field responses on the left and the full conversation thread on the right.

Lead Statuses

Status	What it means
Completed	All fields were collected successfully.
In Progress	The AI is currently collecting fields.
Partial	The visitor left before completing all fields, but some data was captured.
Abandoned	The visitor explicitly left the lead capture flow.

Exporting Leads

Export your leads for use in other tools:

Go to the Leads page or a lead detail view.
Click Export.
Choose CSV or JSON format.
The file downloads with all lead data including field values, status, quality, and timestamps.

Email Notifications

Get notified the moment a new lead comes in:

Open the form in the form editor.
Enable the Email notifications toggle.
Enter the notification email address. Leave it blank to use the assistant owner's email.

Each notification includes the lead details and a direct link to view it in the dashboard.

Tips for More Leads

Keep forms short. 3--5 fields work best. Long forms increase abandonment.
Put the most important fields first. Email or name first, so you have contact info even if the visitor leaves early.
Write clear CTAs. "Get a free quote" works better than "Submit your information."
Write helpful trigger phrases. Think about what visitors actually say, not formal descriptions.
Customize messages. A personalized starter message builds trust. A specific thank-you message sets expectations.
Test the flow. Chat with your assistant and trigger the lead capture. See how it feels from the visitor's perspective.