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Leads

Lead Capture — Free AI Chatbot That Collects Visitor Contacts

Capture leads with your free AI chatbot — collect names, emails, and phone numbers from chat visitors. Free lead capture on all plans. Export leads as CSV on Business.

What Lead Capture Does

Lead capture collects visitor details — name, email, phone, and custom fields — so you can follow up after a conversation. Leads are tied to the agent and conversation they came from.

Enabling Lead Capture

Open Lead Capture settings

Go to Dashboard → Agent → Settings → Integrations → Lead Capture.

Configure the lead form

  • Enable the lead form
  • Choose when it appears: before chat or during chat
  • Select which fields to collect: name, email, phone, and custom fields

Done

Settings save automatically. The lead form will now appear in your widget based on your settings.

When the Form Appears

TimingDescription
Before chatVisitor fills in the form before typing their first message
During chatThe form appears during the conversation

Reviewing Leads

From Dashboard → Agent → Leads:

  • Filter by date range, email, or phone number
  • View all captured leads with timestamps and location data
  • Select individual leads or use bulk select
  • Export selected leads or all leads as a CSV file

Lead Information

Each lead record includes:

  • Name, email, and phone
  • Location (city and country)
  • Custom fields you've set up
  • Which agent and conversation the lead came from
  • When it was captured

Team Permissions

PermissionWhat It Allows
leads.viewSee captured leads
leads.exportDownload lead data
leads.deleteRemove lead records

Lead capture is available on all plans. The form appears in your widget once enabled — no code changes needed on your site.