Setting up lead capture
Collect visitor names, emails, and phone numbers directly from the chat widget.
Updated 2 Mar 2026
Enable lead capture
- Go to Settings → General → Lead capture section
- Toggle Enable lead capture on
- Configure which fields to collect: Name, Email, Phone, Company
- Mark fields as required or optional
- Save
The lead form appears at the start of every new conversation.
Available fields
| Field | Notes |
|---|---|
| Name | Free text |
| Validated format | |
| Phone | Free text (international formats supported) |
| Company | Free text |
Viewing leads
Go to Leads in the dashboard sidebar. You'll see:
- Contact details (name, email, phone, company)
- Which chatbot captured the lead
- Timestamp
- Conversation transcript link
Exporting leads
Click Export CSV on the Leads page to download all leads for the selected chatbot. The CSV includes all fields plus timestamps.
Automating lead alerts
Set up an Action (Dashboard → Actions) to:
- Send an email to yourself when a lead is captured
- Post to Slack or a webhook
- Add the lead to HubSpot or Mailchimp automatically
See Email alerts for new leads and Integrations for step-by-step guides.
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