Capture Leads with Your AI Chatbot

Collect contact details

When a visitor wants to be contacted, the chatbot asks for the details you choose during the conversation and saves them as a lead. No form needed. Typical triggers: someone asks for a quote, a callback, or asks a question the chatbot cannot answer. Every lead lands in the Leads Dashboard.

You find the settings under Dashboard → your assistant → Functions → Collect contact details.

What should the chatbot ask for?

Each detail has one of three levels:

Level	Meaning
Required	The chatbot only saves the request once it has this detail.
If possible	The chatbot asks once but does not insist.
Don't ask	The chatbot does not ask for it.

Detail	Possible levels	Default
Name	Required, If possible, Don't ask	Required
Email address	Required, If possible, Don't ask	Required
Phone number	Required, If possible, Don't ask	Don't ask
Request	Required, If possible, Don't ask	Required

Email and phone can only both be set to "Don't ask" when Offer a callback is on. Otherwise your team would have no way back to the visitor. If email is "If possible" and phone is not "Don't ask", either one is enough.

If Name is set to "Don't ask", the chatbot saves no name. Leads without a name show "Not provided" in the leads list. If Request is set to "Don't ask", the chatbot does not ask for the topic. An open question it passes on to your team is still saved as the request.

Example: you always want the name and email, the phone number only if the visitor mentions it. Set name and email to Required and phone to If possible.

Offer a callback

With Offer a callback switched on, a visitor can ask to be called, for example "Please call me tomorrow afternoon". The chatbot then asks for the phone number and, optionally, a preferred time for the call. It asks for the name and request only if they are not set to "Don't ask".

Offer to pass it on when the chatbot doesn't know

With this setting the chatbot does not just reply "Sorry, I don't know" to a question it cannot answer. It asks whether it should pass the question on to your team. If the visitor agrees, it asks for the configured contact details and saves the open question as the request.

If Live Chat is active as well, the chatbot offers to talk to a team member instead. If you set hours on the Live chat & takeover card under Only at certain times, it does so only within those hours. Outside them, it offers to pass the question on.

The chatbot only promises what it can actually do. With Collect contact details switched off it offers no forwarding and asks for no contact details for it, even if your role description tells it to.

Extra details

Under Extra details you add up to five questions of your own, for example company, budget, number of employees or a choice such as "private / business customer". For each one you set:

Field type: text, email, phone, number, dropdown list or yes/no tick box
Label: the name of the detail in the dashboard and in the notification
Required field: whether the chatbot saves without it

The answers appear in the lead details under Extra details, in the notification email and in the CSV export.

Notification

With Notify me by email you get an email with all details for every new lead. Without your own recipients it goes to your account email address.

Adding your own recipients is only available on paid plans.

Pass on automatically

New leads can also go to other systems automatically:

HubSpot: finds or creates the contact and attaches the request as a note.
Webhook: sends every request to an address of your choice, for example Zapier, Make, n8n or your own CRM.

You find the settings in the separate entry Pass on automatically in the list of functions. Both are available from the Standard plan, see the pricing page.

How a conversation goes

The visitor shows interest or asks to be contacted.
The chatbot asks for all missing required details in one message.
It only saves the lead once everything is there. If something is missing it asks again instead of confirming a lead it has not saved.
You are notified, and the lead goes to HubSpot or your webhook if set up.

Managing leads

Leads are managed in the Leads Dashboard where you can:

see every lead with contact data and extra details
filter by chatbot, status, language or search term
set the status: New, Contacted, Qualified, Lost
export leads as CSV (paid plans)