Lead Collection

Enable Lead Collection when your agent should ask 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, then add up to ten custom fields using text, number, dropdown, checkbox, or textarea inputs. Add at least one Intent Keyword before saving so the agent has a condition for offering the form.

The configuration includes a live preview and an optional notification setting. When enabled, supply one or more notification email addresses to receive notices about new captured contacts. Capture is not a destination picker: the action stores or updates the contact for the agent, and may send those notifications. It is sensible to describe the information you need plainly and collect only what your follow-up process can use.

This action is low risk and does not use the widget's high-risk confirmation prompt. Verify the form and keywords with realistic chat messages before publishing. Review the action log and your contacts workflow after testing; do not promise a visitor a reply time solely because they submitted their details.