Documentation

Leads

View and manage visitor leads collected through your agent.

The Leads tab shows all visitor information captured through the Collect Leads action. View submissions, filter by date, and export for your CRM.

Viewing Leads

  1. Open your agent in the dashboard
  2. In the sidebar, expand Activity and click Leads
  3. Browse leads in a paginated table

The Leads table has columns for:

  • Name (if collected)
  • Email (if collected)
  • Phone (if collected)
  • Submitted at

Email values link to mailto: and phone values link to tel: so you can contact the visitor in one click.

Filtering Leads

Date Range

Filter by submission date:

  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • This month
  • Last month
  • Custom date range

Export Leads

Export leads for import into your CRM:

  1. Filter to desired date range
  2. Click Export
  3. Choose CSV or PDF format

Exported data includes:

  • All lead fields (name, email, phone)
  • Submission timestamps

Exports are capped at the most recent matching leads; if you hit the cap you'll see a warning when downloading.

Automatic Lead Delivery

For real-time lead delivery, set up:

Webhooks

Send leads to any public HTTPS endpoint as they're submitted (paid plans only; webhooks require the integrations feature):

  1. Go to Settings > Webhooks
  2. Add your endpoint URL
  3. Select the form_submission event

Deliveries are queued through QStash with automatic retries, and a subscription is deactivated after 5 consecutive failures.

Configure webhooks →

Zapier

Connect to 5,000+ apps:

  1. Create a Zapier account
  2. Add the Agentkit integration
  3. Map lead fields to your CRM

Set up Zapier →

Lead Payload Format

When leads are sent via webhook:

{
  "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"
}

Best Practices

Respond Quickly

Leads are most valuable when fresh. Set up webhooks to deliver leads to your CRM immediately.

Track Sources

Use conversation links to understand what led to the submission.

Regular Review

Check leads weekly to:

  • Identify common patterns
  • Improve lead collection forms
  • Adjust timing of lead prompts

Reduce Spam

If you're seeing low-quality submissions, tighten when the Collect Leads action triggers and add rate limiting on the chatbot.

Next Steps