Lead Capture
Automatically collect visitor contact information during conversations and manage your leads.
How Lead Capture Works
Fetchply can prompt visitors to share their contact information during a chat. When a visitor provides their details, they're saved as a lead in your dashboard.
Setting Up Lead Capture
Enable Lead Capture
Go to your agent's Settings tab and enable lead capture. Choose which fields to collect:
- Name — visitor's full name
- Email — email address
- Phone — phone number
You can require all fields or make some optional.
Configure Timing
Choose when the lead form appears:
- Before chat — visitors must provide info before chatting
- During chat — the form appears after a few messages, once the visitor is engaged
Customize the Message
Write a custom prompt that appears with the form. Make it friendly and explain why you're collecting info.
Example: "Want us to follow up? Leave your email and we'll get back to you within 24 hours."
Managing Leads
Viewing Leads
Navigate to your agent's Leads tab to see all captured contacts. Each lead entry shows:
| Field | Description |
|---|---|
| Name | Visitor's name (if collected) |
| Email address | |
| Phone | Phone number (if collected) |
| Source | Which channel the lead came from |
| Date | When the lead was captured |
| Conversation | Link to the full conversation |
Exporting Leads
Export your leads as a CSV file for use in your CRM, email marketing tool, or spreadsheet.
CSV export is available on the Business plan and above.
Leads via API
Access leads programmatically:
curl -X GET https://fetchply.com/api/v1/agents/YOUR_AGENT_ID/leads \
-H "Authorization: Bearer fp_your_api_key"The response includes all captured leads with their contact details and associated conversation IDs.
Lead Deduplication
Fetchply automatically deduplicates leads based on email address. If a returning visitor provides the same email, their existing lead record is updated rather than creating a duplicate.
Leads from all channels (widget, WhatsApp, Instagram, Slack) are collected in the same unified leads view.
Best Practices
- Ask early for high-intent pages (pricing, contact) — visitors expect to share info
- Ask later for content pages — let the agent prove its value before requesting details
- Keep it minimal — only ask for what you actually need
- Explain the value — tell visitors what they'll get in return (follow-up, resources, etc.)