Collect leads
Capture contact details — name, email, phone — directly inside the chat with a lead form. Configure which fields to ask for, the success message, and what happens when a visitor dismisses it.
View as MarkdownThe Collect leads action shows a short form inside the chat so visitors can hand over their contact details without leaving the conversation. It's the simplest way to turn an anonymous chat into a known contact.
The agent surfaces the lead form when it makes sense in the conversation — for example after answering a pre-sales question, or when a visitor asks to be contacted. You guide that timing through the action's description.
Add the action
- 1Open Actions → Collect leadsFrom your agent's Actions tab, add the Collect leads action.
- 2Choose the fieldsPick which fields to ask for. Email is the default; you can add name, phone, and more.
- 3Set the messagesWrite a success message shown after the visitor submits, and an optional dismiss message if they skip it.
- 4Describe when to askIn the description, tell the agent the moments to offer the form (e.g. "when the visitor wants a follow-up or a human will need to reach them").
Configuration
The action is a built-in of kind collect_leads. Its config controls the rendered form:
| Setting | Description | Default |
|---|---|---|
fields | The fields to collect, in order. | ["email"] |
success_message | Shown after the visitor submits the form. | "Thanks — we'll be in touch!" |
dismiss_message | Optional message shown if the visitor dismisses the form. | (empty) |
{
"kind": "collect_leads",
"fields": ["name", "email", "phone"],
"success_message": "Thanks! Our team will email you within one business day.",
"dismiss_message": "No problem — ask me anything else in the meantime."
}Every extra field lowers completion. Email alone is usually enough to follow up — add phone only when you genuinely need it.
Where leads go
Submitted leads are attached to the conversation and saved as contacts in your workspace, where you can enrich them with custom attributes, filter, and export them. You can also pull leads programmatically through the Leads API.