Enable Lead Capture

What is Lead Capture?

The Lead Capture feature allows your agent to ask for and record visitor details such as Name, Email, and Company, along with any additional context it detects (for example, job title, use case, or region).

Once enabled, your agent automatically scans every conversation to identify and save new contact details, turning chat sessions into qualified lead opportunities.

👉 Learn more in Lead Capture overview

How to enable Lead Capture

1. Click the three dots next to the agent you want to configure.

2. Select Actions from the dropdown menu.

3. In the Actions list, locate Lead Capture.

4. Toggle to enable Lead Capture.

5. If you also use Drive Conversions, enable both features together for more natural, ongoing lead collection.

How lead detection works

Once enabled, your agent scans every user message to detect and update lead information.

1. The agent identifies data such as Name, Email, Company, or other relevant details.
2. When new information is detected, it’s saved to the lead record.
3. Each update sends a structured Zapier event (if integration is active).
4. If no new data is found, no additional query or event is triggered.

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Note:

While Lead Capture Action is enabled, each query will have the cost of 1 additional query. Learn more in Track collected leads and usage.

Related articles

• Lead Capture – Overview
• Use Lead Capture with Drive Conversions
• Use Lead Capture without Drive Conversions
• Export captured leads
• Track collected leads and usage