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Automatic Lead Collection

Overview​

Enable your AI agent to automatically collect lead information from users during conversations. This system tool allows your agent to gather contact details and other important information using the form fields you've configured, creating a seamless lead capture experience.

Prerequisites​

Before setting up the Automatic Lead Collection action, ensure you have:

  • ✅ Form fields configured in your agent settings
  • ✅ Clear understanding of what information you want to collect

Step 1: Configure Lead Collection Form Fields​

Before creating the lead collection action, you need to set up the form fields that will be available for collection.

Access Form Settings​

  1. Navigate to your AI agent dashboard
  2. Click on Settings in the left sidebar
  3. Select the Lead capture tab
Lead capture screen

Create Form Fields​

  1. Click Add new field to create form fields
  2. Configure each field with:
    • Field Type: Choose from text, email, phone, etc.
    • Field Label: Display name for the field
    • Placeholder: Helper text for users
    • Required: Whether the field is mandatory
  3. Save your form field configuration
Lead capture add

Step 2: Create Lead Collection Action​

Access Agent Actions​

  1. Go to AI Agent Actions in your dashboard
  2. Click the Agent Action button to create a new action
AI Agent actions screen

  1. Select Automatic Lead Collection
Lead collection add modal

Configure System Tool​

  1. Enable System Tool: Ensure the Enable option is ON
  2. Description: Describe when and how this action should be used
  3. In the Collect Leads Configuration section:
    • Select fields you want the AI agent to collect from users
    • Choose from the form fields you configured earlier
    • Consider which information is essential vs. optional
  4. Click Save to create the action
Lead collection create modal
  1. Click Save to apply the changes
AI Agent actions screen

Lead Collection Preview​

Here's how the lead collection form will appear to users during their conversation with your AI agent:

Lead collection preview in chat

The AI agent will seamlessly present the lead collection form when appropriate, allowing users to quickly fill out their information without interrupting the conversation flow.

Best Practices​

Field Selection Tips:

  • Start with essential fields only (name, email) to reduce friction
  • Add optional fields for additional qualification
  • Use clear, descriptive labels and helpful placeholders

Configuration Recommendations:

  • Write clear descriptions for when the agent should collect leads
  • Test the lead collection flow before going live