Lead capture

Overview#

Lead capture lets you collect visitor information — name, email, company, and any custom fields — directly inside the chat widget. When enabled, a form appears in the chat stream, either before the conversation starts or after the first exchange.

Each visitor can submit the form once per conversation. Submitted leads are visible in the dashboard alongside the conversation history.

Enabling lead capture#

  1. Go to your chatbot's Settings > Lead Capture tab.
  2. Toggle Enable lead capture on.
  3. Configure the form fields and timing (see below).
  4. Save your settings.

Timing#

Choose when the lead form appears:

Option Behavior
Before the conversation The form appears as soon as the widget opens. Visitors see it before they can chat. They can dismiss it.
After the first reply The form appears after the visitor sends their first message and receives a response. Less intrusive — visitors engage with your content first.

Tip: "After the first reply" typically converts better because visitors have already experienced value before being asked for their details.

Form fields#

Customize the fields your form collects:

Property Description
Field key Internal identifier (e.g., company). Not shown to visitors.
Field label What visitors see (e.g., "Company name").
Field type text, email, or number.
Required Whether the field must be filled in before submitting.

You can add, remove, and reorder fields by dragging. The defaults are Name and Email.

Form copy#

Customize every piece of text on the lead form:

  • Headline — Shown above the form (e.g., "Before we start, tell us about yourself")
  • Description — Shown below the headline
  • Submit button label — Default: "Submit"
  • Close button label — Default: "Close form"
  • Success message — Shown after submission (e.g., "Thanks! We'll be in touch.")

Viewing captured leads#

Leads appear in the Widget conversations list. The "Visitor" column shows the name (if collected) instead of "Anonymous".

Open a conversation to see the full lead card with all submitted fields and the submission timestamp.

You can export conversations (with lead data) to XLSX or CSV for import into your CRM.

Limits#

  • One lead submission per conversation.
  • If a visitor dismisses the form, they can still chat normally. The form won't reappear in that conversation.
  • Lead capture is available on all plans.