Lead Collection

Enable Lead Collection so that your agent asks a visitor for contact information after it identifies a relevant intent. In Configure, choose the form fields. Email is always required. You can add name and phone. You can also add up to ten custom fields. Each custom field uses a text, number, dropdown, checkbox, or textarea input. Give every custom field a label. Give every dropdown at least one option. The Save action includes option text that is still in the input. It does not add a second option that differs only by capitalization. Before you save, add at least one Intent Keyword. The keyword gives the agent a condition for offering the form.

The configuration includes a live preview and an optional notification setting. When enabled, add one or more valid notification email addresses to receive notices about new captured contacts. The Save action includes a valid address that is still in the input. It refuses the save when that input contains an invalid address. This action does not let you pick a destination for the data. It always stores or updates the contact for the agent. It can also send the notifications above. Describe the information you need in plain language. Collect only the data that your follow-up process can use.

This action is low risk. It does not use the widget's high-risk confirmation prompt. Before you publish, verify the form and keywords with realistic chat messages. After testing, review the action log and your contacts workflow. Do not promise a visitor a reply time only because they submitted their details.