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Lead Capture Form Configuration

Lead Capture Form Overview​

Lead Capture Forms allow you to collect valuable user information before users start chatting with your AI Agent. This feature helps you gather contact details, understand your audience better, and build your customer database.

 

What are Form Fields?​

Form fields are the individual input elements that make up your lead capture form. Each field collects a specific piece of information from your users, such as:

  • Name: User's full name or first name
  • Email: Contact email address
  • Company: Company name or organization
  • Custom fields: Any other information relevant to your business

You can create up to 10 custom form fields and arrange them in any order to create the perfect data collection experience for your users.

 

Accessing Lead Capture Settings​

To configure your lead capture form:

lead capture screen
  1. Navigate to your AI Agent dashboard
  2. Select the AI Agent you want to configure
  3. Click on "Settings" in the sidebar
  4. Select the "Lead capture" tab

 

Enabling and Disabling Lead Capture​

Show lead capture form

lead capture switch

Use this toggle to enable or disable the entire lead capture functionality:

  • Enabled: Users will see the form before they can start chatting
  • Disabled: Users can chat immediately without filling out any form

When disabled, no user information will be collected through forms, but users can start chatting right away.

 

Adding New Form Fields​

To create a new form field:

  1. Click the "Add new field" button
lead capture add

lead capture fields
  1. Configure the field properties:
    • Field Type: Choose the appropriate input type (text, email, etc.)
    • Field Label: The name that appears to users (required)
    • Placeholder: Helper text shown inside the field (optional)
    • Required: Toggle whether users must fill this field (optional)
  2. Click Save to apply changes

 

Editing Existing Form Fields​

To modify any form field:

lead capture fields edit
  1. Locate the field you want to edit in the form fields list
  2. Update the field properties directly:
    • Change the Field Type using the dropdown menu
    • Modify the Field Label in the text input
    • Update the Placeholder text
    • Toggle the Required setting as needed
  3. Click Save to apply changes

 

Deleting Form Fields​

To remove a form field:

lead capture fields delete
  1. Find the field you want to delete
  2. Click the delete icon (trash can symbol) on the right side of the field
  3. Confirm the deletion when prompted
  4. Click Save to apply changes

⚠️ Note: Deleted fields cannot be recovered, but any previously collected data will still be available in your chat history.

 

Reordering Form Fields​

You can change the order in which fields appear to users:

lead capture fields order
  1. Click and hold the drag icon
  2. Drag the field up or down to your desired position
  3. Release to place the field in the new location
  4. The form order will update automatically
  5. Click Save to apply changes

Tip: Place the most important fields (like name and email) at the top of the form.

 

How Lead Capture Appears in Chat​

When users visit your website and click on your AI Agent:

  1. Form appears first: Before the chat interface, users see your lead capture form
  2. Users fill out fields: They complete the required and optional fields you've configured
  3. Form submission: After clicking submit, the form disappears
  4. Chat begins: Users can now start chatting with your AI Agent
lead capture in chat

 

Viewing Captured Leads​

All information collected through your lead capture forms is automatically saved and accessible:

To view your captured leads:

  1. Navigate to "Chats" in your sidebar
  2. Go to the "Users" section
  3. Browse collected user data: See all the information gathered from your lead capture forms
  4. Individual user profiles: Click on any user to view their complete form submission and chat history
lead capture analytics

 

Available Field Types​

Choose the appropriate field type for the data you want to collect:

  • Text: Single-line text input for names, titles, etc.
  • Email: Email address with built-in validation
  • Number: Numeric input for quantities, budgets, etc.
  • Select: Dropdown menu with predefined options
  • Checkbox: Single checkbox for agreements or preferences
  • Radio: Multiple choice with single selection
  • Date: Date picker for appointments or deadlines

 

Saving and Resetting Changes​

Saving Your Configuration​

Important: All changes you make to your lead capture form are temporary until you save them.

After making any changes (adding, editing, deleting, or reordering fields):

  1. Review all your field settings to ensure they're correct
  2. Click the "Save" button at the bottom of the page
  3. Wait for the success confirmation message
  4. Your changes are now applied and the form is live for new users

⚠️ Remember: If you navigate away from the page without clicking "Save", all your changes will be lost.

Resetting Your Form​

If you want to undo all unsaved changes and return to your previously saved configuration:

  1. Click the "Reset" button at the bottom of the page
  2. Confirm the action when prompted
  3. All unsaved changes will be discarded immediately
  4. The form returns to exactly how it was when you last saved