Lead capture turns a conversation into a contactable record. This guide covers configuring the lead form and reviewing captured leads.
Two ways to capture a lead
- Lead form — appears at the start of a conversation. Configure under Settings → Leads.
- Conversational capture — the Capture lead Agent Action lets the agent ask for details naturally, mid-conversation, when intent is right.
Tip
Conversational capture converts roughly 2–3× better than a front-loaded form. Customers don't want to give details before they know what they're getting. Use the form sparingly — for gated downloads or demo requests where it makes sense.
Configuring the lead form
Under Settings → Leads:
- Title — the prompt above the form ("Before we begin, can we get your details?")
- Fields — name, email, phone, message. Toggle each on/off and label as you want.
- Required vs optional — per field
- Notification email — where new leads get sent
- Notifications enabled — toggle to enable/ disable
Where leads live
Open the agent's Settings → Leads tab and scroll to the leads list. Each lead shows:
- Captured details (name, email, phone, message)
- Channel they came from
- Conversation link
- Capture timestamp
Exporting leads
Click Export to download as CSV. Pipe directly into your CRM or your analysis tool of choice.
Pushing leads automatically
For real-time pipeline integration, build a custom Agent Action that POSTs each captured lead to your CRM's API. Now your sales team sees leads in their tools without exporting anything.