Export captured leads

This guide explains how to export lead data collected through the Lead Capture feature. You can export captured leads directly from your agent’s Actions page as a CSV file for reporting, CRM imports, or analysis.

  1. In your CustomGPT.ai dashboard, click the three dots (⋮) next to your agent’s name.
  1. Select Actions from the dropdown menu.
  1. In the Lead Capture section , click the three dots (⋮) and select Download leads.

CSV export format

The exported CSV includes all relevant information gathered by your agent during conversations. Each record in the export file contains the following fields:

FieldDescription
project_idThe agent (project) that collected the lead.
query_idThe unique query in which the lead data was captured.
nameThe user’s name, if detected.
emailThe user’s email address.
companyThe user’s company name, if available.
captured_atTimestamp of when the lead information was collected.
other_dataAny additional data inferred by the agent (e.g., use case, position, interest, country).

How scanning affects exports

The Lead Capture system continuously scans every message in a conversation while the feature is active. Each time new information is detected, it is saved as a separate record in the export.

This means a single conversation may produce multiple rows in your CSV — one for each time the agent identifies and records new lead data.

Example:

  • Message 1: “Hi, I’m John Smith.” → first record created (name).
  • Message 2: “My email is [email protected].” → second record created (email).
  • Message 3: “I work at ACME Corp.” → third record created (company).

All entries for the same user are connected through their project_id and query_id, allowing you to track lead progression across interactions.


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