Collect a visitor's details mid-conversation, pre-filled from what they already told the agent.
Sales lead capture puts a short form in the chat so you can follow up. It is on by default, asking for name and email.
Open Capabilities, then Sales lead capture.
Choosing fields
Three fields are offered up front:
- Name
- Phone
Four more sit under Advanced:
- Company
- Project details
- Budget
- Timeline
Ask for the fewest fields you actually need. Every extra field costs you completions, and the agent can always ask a follow-up question in conversation instead.
When it appears
The form appears when a visitor shows buying interest: asking about pricing, requesting a demo, or asking how to get in touch. There is no timing setting.
If the visitor already typed their details earlier in the conversation, the form appears pre-filled and the agent asks them to confirm rather than to type it all again. That confirm version never appears empty — if the agent cannot extract anything, it shows the plain form instead.
Once a lead is captured, the form is not offered again in that conversation.
Where leads go
Captured leads land on the Leads board. They also:
- fire the
lead.createdwebhook - post to any Slack channel you have routed
- email teammates who have lead alerts switched on
A meeting booked through Book a meeting also creates a lead, quietly — you get the booking notification rather than two separate alerts for the same person.