Collect leads
Capture contact details — name, email, phone — directly inside the chat with a lead form. Configure which fields to ask for, the success message, and what happens when a visitor dismisses it.
View as MarkdownThe Collect leads action shows a short form inside the chat so visitors can hand over their contact details without leaving the conversation. It's the simplest way to turn an anonymous chat into a known contact.
The agent surfaces the lead form when it makes sense in the conversation — for example after answering a pre-sales question, or when a visitor asks to be contacted. You guide that timing through the action's description.
Add the action
- 1Open Actions → Collect leadsFrom your agent's Actions tab, add the Collect leads action.
- 2Choose the fieldsPick which fields to ask for. Email is the default; you can add name, phone, and more.
- 3Set the messagesWrite a success message shown after the visitor submits, and an optional dismiss message if they skip it.
- 4Describe when to askIn the description, tell the agent the moments to offer the form (e.g. "when the visitor wants a follow-up or a human will need to reach them").
Configuration
The action is a built-in of kind collect_leads. Its config controls the rendered form:
| Setting | Description | Default |
|---|---|---|
fields | The fields to collect, in order. | ["email"] |
success_message | Shown after the visitor submits the form. | "Thanks — we'll be in touch!" |
dismiss_message | Optional message shown if the visitor dismisses the form. | (empty) |
{
"kind": "collect_leads",
"fields": ["name", "email", "phone"],
"success_message": "Thanks! Our team will email you within one business day.",
"dismiss_message": "No problem — ask me anything else in the meantime."
}Every extra field lowers completion. Email alone is usually enough to follow up — add phone only when you genuinely need it.
Where leads go
Submitted leads are attached to the conversation and saved to your agent's Leads list (under Activity → Leads), where you can review them and export them to CSV. Each capture also fires a lead.created webhook, so you can sync leads straight into your CRM. (Leads are separate from Contacts, which has its own dashboard and API.)