Lead Capture: Turn Visitors Into Contacts
Lead Capture: Turn Visitors Into Contacts
Your agent can collect visitor contact details — name, email, phone, company, message — directly in the chat, at exactly the right moment. No pop-ups, no redirect to a form, no friction. The card appears inline in the conversation.
How to Enable It
Go to your admin dashboard → Customize tab → Lead Capture section.
Toggle it on, then configure:
- Trigger — when should the card appear?
- Fields — which details to ask for?
That's it. The card goes live immediately.
Trigger Options
| Trigger | When it fires | Best for |
|---|---|---|
| Smart (recommended) | After 3 messages, OR immediately on intent keywords (pricing, hire, work with, consult, book...) | Most agents — catches both high-intent signals and general curiosity |
| After 3 messages | After the visitor's 3rd message | Warm visitors who've shown engagement before the ask |
| Always | After the very first agent reply | High-intent pages (pricing, contact, book) |
Smart trigger is the default for good reason. It catches "What's your pricing?" on the first message (instant intent signal) but doesn't interrupt someone who just said "Hi" — they get a few messages first.
Fields
You can collect any combination of:
- Email (always included — it's the minimum)
- Name
- Phone
- Company
- Message (free-text, good for pre-qualifying leads)
Only add fields you'll actually use. Every extra field reduces conversion. Email-only typically converts 3-5× better than a 5-field form.
What Visitors See
A polished inline card with:
- Your agent's name in the subtitle
- Email field with live validation — green checkmark for valid, red X for invalid (feedback before they hit send, not after)
- A close button (dismissing saves a guard so the card doesn't re-appear)
- On success: "You're on the list! We'll be in touch soon."
The card only appears once per session. If dismissed or submitted, it does not come back until the next browser session. This prevents the card from feeling spammy.
You Get Notified
Every new lead sends you an email notification with:
- Visitor's submitted details
- Which agent they were talking to
- Timestamp
Leads are also visible in your Analytics tab → Leads section, where you can see the full list, filter by status, and mark leads as contacted.
GDPR Consent
Every lead submission records consent automatically:
- What: visitor agreed to be contacted at submission time
- When: exact timestamp stored in the database
- How: implicit consent via the card's subtitle ("Leave your details and {agentName} will reach out")
This gives you a defensible consent audit trail for GDPR compliance.
Admin Preview Guard
The lead capture card never fires in your admin preview tab, even when trigger conditions are met. This prevents your own testing from polluting your leads list or depleting your token budget.
Tips
For personal brand agents: Use Smart trigger. Visitors who ask about working together or pricing are your highest-intent leads — catch them instantly, not after 3 messages.
For website widgets: Use Always trigger. Visitors on a contact or pricing page have already self-selected — no need to wait.
For customer service agents: Disable lead capture entirely. Your goal is answers, not collection.
Keep the fields minimal: Name + Email converts far better than Name + Email + Phone + Company + Message. Add fields only when you have a clear reason to use them.