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 Markdown

The Collect leads skill 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.

When the form appears

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 skill's description.

Add the skill

1
Open Skills → Collect leads
From your agent's Skills tab, add the Collect leads skill.
2
Choose the fields
Pick which fields to ask for. Email is the default; you can add name, phone, and more.
3
Set the messages
Write a success message shown after the visitor submits, and an optional dismiss message if they skip it.
4
Describe when to ask
In 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 skill 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)

collect_leads config

{
  "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."
}

Ask for less

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.)

FAQ

No — the lead form is offered in-conversation, not as a gate. To require details up front, ask for them in your agent's greeting or system prompt instead.

Name, email, and phone are the common ones. Add only the fields you'll actually act on; longer forms convert worse.

Yes. Collecting a lead is read-only from your systems' perspective, so it typically runs in auto mode without a confirm step.