Documentation

Collect Leads

Capture visitor emails, names, and phone numbers during chat conversations.

The Collect Leads action captures visitor information during chat. Collect emails, names, and phone numbers, then send them to your CRM via webhooks or Zapier.

Setting Up Lead Collection

  1. Go to your agent's Actions tab
  2. Click Add Action → Collect Leads
  3. Configure the form fields
  4. Set up where leads should go (optional: webhooks)
  5. Save and test

Configuring Form Fields

Choose which fields to include:

FieldRequired?Description
EmailOptionalVisitor's email address
NameOptionalVisitor's name
PhoneOptionalVisitor's phone number

Select at least one field. Each field has a configurable label and placeholder, and can be marked required to ensure visitors provide it.

When the Form Appears

The AI decides when to show the lead form based on your "When to use" instructions. Write natural language guidance:

When a visitor asks about pricing or scheduling a demo,
collect their email before answering.

Form Customization

Customize the messages visitors see:

  • Success message - Shown after the form is submitted
  • Dismiss message - Shown if the visitor dismisses the form

Sending Leads to Your Tools

Webhooks

Send leads to any HTTPS endpoint:

  1. Go to Settings > Webhooks
  2. Add your webhook URL
  3. Select "Form Submission" as the event
  4. Leads post automatically on submission

Configure webhooks →

Zapier Integration

Connect to 5,000+ apps through Zapier:

  1. Create a Zapier account
  2. Add the Agentkit trigger
  3. Connect your CRM or email tool
  4. Map lead fields to your app

Set up Zapier →

Lead Webhook Payload

When a lead is submitted, the webhook receives:

{
  "event": "form_submission",
  "data": {
    "id": "lead-uuid",
    "chatbotId": "your-chatbot-id",
    "name": "John Smith",
    "email": "[email protected]",
    "phone": "+1234567890",
    "conversationId": "conversation-uuid",
    "createdAt": "2025-01-10T12:00:00Z"
  },
  "timestamp": "2025-01-10T12:00:00Z"
}

Viewing Collected Leads

Access all captured leads from the Leads tab:

  • View all submissions with timestamps
  • Filter by date range
  • Export leads as CSV

Manage leads →

Best Practices

  1. Keep forms short - Only collect what you need
  2. Explain the value - Tell visitors why you need their info
  3. Time it right - Don't ask for email immediately
  4. Follow up quickly - Connect to your CRM for fast response

Example Use Cases

Schedule Demo Request:

  • Ask for name and email
  • Trigger when visitor mentions "demo" or "schedule"
  • Connect to Calendly via Zapier

Newsletter Signup:

  • Ask for email only
  • Offer in exchange for helpful content
  • Connect to Mailchimp

Support Ticket:

  • Ask for email and description
  • Create ticket in help desk
  • Send confirmation via email

Next Steps