Documentation
Lead capture
Turn conversations into leads without a form.
1. Turn it on
Open a bot's Settings tab and find the Lead capture card. Flip the switch — no other configuration is required for it to start working with sensible defaults (name and email).
2. Choose which fields to collect
Check any combination of name, email, and phone. Only checked fields are ever asked for — leave phone unchecked, for instance, if you only want an email address.
3. Write capture instructions
The instructions field (up to 500 characters) tells the AI when and how to ask. Keep it behavioral rather than scripted: "ask for their email once you've answered their question, if they seem interested in pricing" works better than a rigid script.
4. Leads appear automatically
Once a visitor provides the requested details, a lead record is created automatically and shows up on that bot's Leads tab within seconds — no extra step, no manual entry.
Where leads show up
Every captured lead — whether it came from mid-conversation capture or a manual submission — lands on that bot's Leads tab with its source, so you can tell the two apart. From there you can page through captured leads or export the full list to CSV at any time.