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Lead collection turns conversations into contacts. All of it lives in one place: Leads → Settings in your chatbot’s sidebar. There are two ways to collect details, and they work together:
  • Lead forms appear during the conversation, triggered at the right moment.
  • Pre-Chat User Details asks before the conversation starts. This is off by default.

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Set up lead forms

1

Enable lead collection

Open Leads → Settings and turn on Enable Lead Collection.
2

Pick a starting point

Choose an Industry Template (Dental Clinic, HVAC Services, Legal Services, Real Estate, Automotive, Healthcare, SaaS/Software, E-commerce, Consulting) or Custom to start from scratch. Templates pre-fill fields and triggers; everything stays editable.
3

Choose your fields

Toggle the basics (Collect Name, Collect Email Address, Collect Phone Number) and add custom fields of type text, email, phone, textarea, or select. Every lead also records the page the visitor was on.
4

Choose when the form appears

Three triggers, combinable:
  • When user shows interest, with optional Keywords to define what counts as interest.
  • When unable to answer, so a missed answer still captures the contact.
  • After X messages, with the Number of messages you choose.
5

Decide what happens next

  • Enable Lead Notifications emails each lead to the addresses you list.
  • Auto-escalate on lead capture hands the conversation to human support once the form is submitted.
  • Enable booking integration with a Booking System URL shows your scheduler (Calendly and similar) so qualified visitors book a call right in the chat.

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Pre-Chat User Details

The Pre-Chat User Details section (also in Leads → Settings) asks for details before the conversation starts:
  • Off (default): visitors chat immediately.
  • Optional: the form shows first but can be skipped.
  • Required: the visitor must fill the form to start chatting.
Pre-chat forms guarantee you an address for follow-up, at the cost of some visitors bouncing. Most sites get better results with lead forms triggered mid-conversation, once the chatbot has shown its value.
Pre-Chat User Details used to live in Settings → User Data. It moved here so all collection settings are in one place; old links redirect.

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Where leads go

  • The Leads page in your dashboard lists every capture. See managing leads.
  • Email notifications go to the addresses you configure.
  • The Leads webhook posts each lead to your endpoint as it arrives. See Webhooks.