Lead capture

Support conversations are leads

Someone asking a detailed question about your product at eleven at night is not a support ticket. They are a buying signal. The agent collects their details in the conversation, while they are still interested.

  • The agent asks for details inside the chat, not on a separate form
  • Every lead links back to the conversation that produced it
  • Search the list and export the whole thing to CSV
In the chat

Happy to help. Where should we send the answer?

Submit
LeadsExport CSV

Every lead links back to the conversation that produced it.

Why capture in the conversation

A contact form asks a stranger to do work for you before you have given them anything. A chat that has just answered their question has already earned the right to ask.

A real form, in the chat

The agent renders a proper structured form inside the conversation rather than trying to parse an email address out of free text.

Asked at the right moment

The agent asks once it has been useful, not the second someone opens the widget. Helping first is what makes the ask land.

Context attached

Every lead links back to the conversation it came from. You see what they asked before you decide what to say to them.

Email collection

Separately, the widget can prompt visitors for an email after the agent’s second reply, so you have a way to follow up even on conversations that go nowhere.

A searchable list

Leads land in a list you can search rather than in an inbox you have to trawl through.

Export to CSV

Take the whole list out to your CRM, your email tool, or a spreadsheet. No integration required and no data held hostage.

How it works

  1. 01

    The agent helps first

    It answers the question the visitor actually came with, using what you trained it on.

  2. 02

    Then it asks

    When there is a reason to follow up, it renders a form in the chat and collects the details.

  3. 03

    You pick it up

    The lead appears in your dashboard with the conversation attached. Search it, work it, or export the lot.

Lead capture in depth

Support is a revenue channel that most teams throw away

Every business measures its support desk as a cost. That framing is a habit, not a fact. A meaningful share of the people opening your chat widget are not existing customers with a problem. They are prospects doing research, and the question they are asking is a purchase question wearing support clothing.

"Does this integrate with X." "What happens if I need to cancel." "Is there a limit on how many users." Those are not support tickets. Those are objections, and if you answer them well and then never find out who was asking, you have run a sales conversation and deliberately thrown away the lead.

The ask has to be earned

The reason most on-site lead capture performs badly is that it asks before it gives. A popup that demands an email address from someone who has been on the page for four seconds is asking a stranger to do work for you in exchange for nothing.

A conversation inverts that. By the time the agent asks for a name and an email, it has already answered a real question and demonstrated that it is useful. The exchange is legible: you helped me, so I will tell you who I am. That is a fundamentally different transaction, and it converts like one.

Mechanically, the agent renders a real structured form inside the chat rather than trying to guess an email address out of a sentence. Fewer typos, fewer half-captured records, and the visitor can see exactly what they are handing over.

The agent renders a real structured form inside the chat rather than trying to guess an email address out of a sentence. Fewer typos, fewer half-captured records.

A lead without its context is half a lead

Most tools give you a row in a table: name, email, timestamp. That tells you almost nothing about what to say next.

Here, every lead links straight back to the conversation that produced it. Before you reply, you can read what they actually asked. Someone who spent ten minutes asking about API rate limits needs a completely different follow-up to someone who asked whether you ship to Belgium, and you can see which is which without guessing.

The list is searchable, and the whole thing exports to CSV, so it goes wherever you already work: your CRM, your email tool, a spreadsheet. If you would rather the agent write the lead directly into your own system as it happens, that is what agent actions are for.

Every lead links back to the conversation that produced it, the list is searchable, and the whole thing exports to CSV.

Two different mechanisms, worth not confusing

The in-chat lead form is the one the agent uses deliberately, when the conversation warrants it. Separately, the widget can be set to prompt every visitor for an email after the agent’s second reply. That one is a blunter instrument: it catches more addresses, and the intent behind them is weaker.

Both are useful and they are not the same thing. Email collection gives you reach. The lead form gives you qualified people with a conversation attached. Email collection requires a paid plan. See pricing for the details, and widget customization for where the setting lives.

Email collection prompts every visitor after the agent’s second reply and requires a paid plan. The in-chat lead form is used deliberately, when a conversation warrants it. Both are useful; they are not the same thing.

Frequently asked questions

How does the chatbot collect leads?

The agent renders a real structured form inside the conversation, asking for details like a name and an email address, once the conversation has reached a point where following up makes sense. It is a proper form, not an attempt to parse contact details out of free text.

Where do the leads go?

Into a searchable Leads list in your dashboard. Every lead links back to the conversation that produced it, so you can read what the person actually asked before you follow up.

Can I export my leads?

Yes. The whole list exports to CSV, so it goes straight into your CRM, your email tool or a spreadsheet. If you would rather push leads into your own system automatically as they arrive, you can do that with an agent action.

What is the difference between lead capture and email collection?

Email collection prompts every visitor for an address after the agent’s second reply. It catches more addresses but weaker intent. The lead form is used deliberately by the agent when a conversation warrants a follow-up, and gives you a qualified person with the full chat attached. Most teams use both.

Will the agent ask everyone for their email?

Only if you switch on email collection, which prompts after the agent’s second response. The in-chat lead form is used when the conversation calls for it, rather than on every visitor.

Is lead capture available on the free plan?

Email collection requires a paid plan. See the pricing page for what each tier includes.

Keep exploring

Stop answering sales questions for free

Let the agent help first and ask second, and find out who has been reading your pricing page at midnight.