Lead Capture Overview
Lead capture is a powerful feature that enables your AI chatbot to automatically collect visitor information and convert conversations into qualified business leads, seamlessly integrating with your sales and marketing workflows.Core Lead Capture Benefits
Automated Collection
Automatically capture leads during natural conversations without interrupting user experience
Intelligent Timing
Smart timing algorithms determine optimal moments to request contact information
Seamless Integration
Direct integration with CRM systems and marketing automation platforms
Conversion Optimization
Continuous optimization of capture strategies to maximize conversion rates
Email Capture Settings
Feature Configuration
Toggle Feature Control
Toggle Feature Control
Lead Capture Activation:
- Simple on/off toggle for lead capture functionality
- Instant activation without requiring agent reconfiguration
- Separate controls for different capture methods
- A/B testing capabilities for optimization
- Enable capture only for specific conversation types
- Time-based activation for campaigns and promotions
- User behavior-triggered capture activation
- Geographic or demographic targeting options
Capture Trigger Settings
Capture Trigger Settings
Timing Control:
- Conversation depth triggers (after X messages)
- Time-based triggers (after X minutes of engagement)
- Intent-based triggers (when user shows buying interest)
- Value-proposition triggers (after demonstrating product benefits)
- Machine learning optimization for optimal capture timing
- Historical performance analysis for timing improvements
- User behavior pattern recognition
- Conversion rate optimization through timing adjustments
Popup Configuration
1
Message Customization
Capture Request Messages:
- Personalized messaging based on conversation context
- Value proposition integration for higher conversion
- Multiple message variations for A/B testing
- Brand voice alignment and professional presentation
- “I’d love to send you more detailed information. What’s your email?”
- “Let me get you a personalized quote. May I have your email address?”
- “I can schedule a demo for you. What’s the best email to reach you?”
2
Visual Presentation
Popup Design:
- Customizable popup appearance and branding
- Mobile-responsive design for all devices
- Professional styling matching your website theme
- Clear call-to-action buttons and messaging
- Non-intrusive presentation that enhances conversation
- Easy dismissal options for users who decline
- Progress indicators and form validation
- Accessibility compliance and keyboard navigation
3
Form Validation
Input Validation:
- Real-time email format validation
- Duplicate detection and prevention
- Required field enforcement
- Error messaging and user guidance
- Email deliverability checking
- Spam trap detection and prevention
- Data sanitization and security measures
- GDPR and privacy compliance validation
Timing and Behavioral Settings
Conversation Triggers
Message-Based Timing:
- Capture after 3-5 message exchanges
- Trigger when user asks pricing questions
- Activate during product feature discussions
- Timing optimization based on engagement level
Intent Recognition
Smart Trigger Detection:
- Purchase intent recognition and capture
- Information request optimization
- Demo or consultation interest detection
- High-value prospect identification
Demo Booking Integration
Link-Based Booking System
External Platform Integration
External Platform Integration
Supported Platforms:
- Calendly integration with full API support
- Cal.com compatibility and scheduling features
- Google Calendar direct integration
- Microsoft Outlook calendar synchronization
- Custom scheduling platform integration
- Easy setup with external scheduling URLs
- Multiple calendar integration for team bookings
- Time zone handling and conversion
- Availability synchronization and real-time updates
Custom Redirect URLs
Custom Redirect URLs
Booking Flow Optimization:
- Direct links to specific meeting types
- Pre-filled booking forms with conversation context
- Custom landing pages for different services
- UTM tracking for campaign attribution
- Seamless transition from chat to booking
- Context preservation across platforms
- Mobile-optimized booking experience
- Confirmation and reminder integrations
Calendly Integration
1
API Setup
Personal Access Token Configuration:
- Secure token generation and management
- API authentication and authorization
- Rate limiting and usage monitoring
- Error handling and failover procedures
- Token encryption and secure storage
- Regular token rotation and updates
- Access logging and audit trails
- Compliance with data protection regulations
2
Event Type Selection
Meeting Configuration:
- Multiple event types for different services
- Duration and availability customization
- Automated meeting descriptions and agendas
- Custom questions and intake forms
- Sales consultations and product demos
- Technical support and onboarding sessions
- Strategic planning and consultation calls
- Training and educational webinars
3
Embedded Booking Interface
In-Chat Scheduling:
- Native booking interface within chatbot
- Real-time availability display
- Instant confirmation and calendar updates
- Automated reminder and follow-up systems
- Reduced friction in booking process
- Higher conversion rates from interest to meeting
- Improved user experience and satisfaction
- Better data tracking and attribution
Real-Time Availability Synchronization
Live Calendar Integration
Availability Management:
- Real-time calendar synchronization
- Multi-calendar conflict detection
- Buffer time and travel time management
- Automatic booking confirmation and updates
Smart Scheduling
Optimization Features:
- Time zone detection and conversion
- Business hours and holiday management
- Preferred meeting times optimization
- Double-booking prevention and resolution
Advanced Lead Capture Strategies
Personalization and Context
Conversation Context Integration
Conversation Context Integration
Dynamic Messaging:
- Capture requests tailored to conversation topics
- Product-specific lead qualification
- Service-based capture strategy optimization
- User journey stage recognition and adaptation
- Reference specific products or services discussed
- Acknowledge user pain points and interests
- Provide relevant value propositions
- Maintain conversation continuity and flow
Value Proposition Optimization
Value Proposition Optimization
Compelling Offers:
- Free trials and product demonstrations
- Exclusive content and resource access
- Personalized consultations and assessments
- Limited-time offers and promotional incentives
- Clear value articulation for email sharing
- Benefit-focused messaging over feature lists
- Social proof and credibility indicators
- Risk reduction and guarantee messaging
Multi-Step Lead Qualification
1
Progressive Information Collection
Gradual Data Gathering:
- Start with email, then collect additional information
- Progressive profiling based on engagement level
- Optional vs. required field management
- User comfort and trust building approach
2
Qualification Questions
Lead Scoring Integration:
- Budget qualification and timeline questions
- Decision-making authority identification
- Specific needs and requirements assessment
- Priority level and urgency determination
3
Segmentation and Routing
Lead Classification:
- Automatic lead scoring and grading
- Sales team routing based on criteria
- Marketing automation workflow triggers
- CRM integration and data synchronization
Integration and Automation
CRM System Integration
Automatic Synchronization
Data Flow Management:
- Real-time lead data transfer to CRM
- Bidirectional synchronization capabilities
- Duplicate detection and merge procedures
- Data validation and quality assurance
Workflow Automation
Process Integration:
- Automated follow-up sequences
- Lead nurturing campaign triggers
- Sales team notification systems
- Activity logging and history tracking
Marketing Automation Integration
Campaign Integration
Campaign Integration
Marketing Workflow Connection:
- Email marketing sequence triggers
- Retargeting audience creation
- Lead nurturing program enrollment
- Attribution tracking and campaign analysis
- Social media retargeting integration
- Paid advertising audience synchronization
- Content personalization based on chat interactions
- Cross-channel communication consistency
Analytics and Attribution
Analytics and Attribution
Performance Tracking:
- Lead source attribution and tracking
- Conversion path analysis and optimization
- ROI measurement and campaign effectiveness
- A/B testing integration and results analysis
- Dashboard integration with marketing tools
- Custom reporting and analytics setup
- Performance benchmarking and goal tracking
- Predictive analytics and forecasting
Compliance and Privacy
Data Protection
1
GDPR Compliance
Privacy Regulation Adherence:
- Explicit consent collection and management
- Right to be forgotten implementation
- Data portability and access rights
- Privacy policy integration and disclosure
2
Data Security
Security Measures:
- Encryption in transit and at rest
- Access control and user management
- Audit logging and monitoring
- Regular security assessments and updates
3
Consent Management
Permission Tracking:
- Opt-in and opt-out management
- Consent timestamp and source tracking
- Communication preference management
- Unsubscribe and preference center integration
Lead Quality: Focus on capturing qualified leads rather than maximizing quantity. Quality leads result in better conversion rates and higher customer lifetime value.
Testing Strategy: Regularly A/B test different capture messages, timing, and strategies to continuously improve conversion rates.
Privacy Compliance: Ensure all lead capture practices comply with applicable privacy regulations including GDPR, CCPA, and other regional requirements.