Documentation
Lead capture
Collect names, emails, and phone numbers right inside the conversation.
Turn conversations into leads with an in-chat form. Configure it in the widget's Skills / Lead capture settings.
- When to show — before the chat, before the first answer, or after the agent replies.
- Fields — choose name, email, phone, and a consent checkbox.
- Messages — customize the request and success messages.
Captured leads are stored with the conversation and appear in your dashboard's Leads view.