Leads Tool
The Leads tool captures visitor contact information (name, email, phone) during conversations. All captured leads are available in the Leads Dashboard.
Configuration
| Field | Description | Default |
|---|---|---|
| Enable Leads | Activates lead collection for this chatbot. The AI will naturally ask for contact information when appropriate during conversations. | Off |
| Email Notifications | Receive email alerts when a new lead is captured. | On |
| Notification Recipients | Comma-separated email addresses to receive lead notifications. | Empty (owner only) |
Adding notification recipients is available on paid plans only.
How It Works
When enabled, the chatbot intelligently identifies opportunities to collect visitor information:
- The chatbot recognizes when a visitor expresses interest or needs follow-up
- It naturally asks for the visitor's name, email, and/or phone number
- The collected information is saved as a lead
- Email notifications are sent to configured recipients
The chatbot doesn't aggressively ask for information — it waits for natural conversation points where collecting contact details makes sense (e.g. when a visitor asks about pricing, wants a callback, or needs a quote).
Managing Leads
Leads are managed in the Leads Dashboard where you can:
- View all captured leads with their contact information
- Filter by chatbot, status, language, or search term
- Update lead status: New, Contacted, Qualified, Lost
- Export leads as CSV (paid plans)