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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.

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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

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Email Capture Settings

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Feature Configuration

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
Conditional Activation:
  • Enable capture only for specific conversation types
  • Time-based activation for campaigns and promotions
  • User behavior-triggered capture activation
  • Geographic or demographic targeting options
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)
Smart Timing Algorithm:
  • Machine learning optimization for optimal capture timing
  • Historical performance analysis for timing improvements
  • User behavior pattern recognition
  • Conversion rate optimization through timing adjustments
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
Message Examples:
  • “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
User Experience Optimization:
  • 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
Data Quality Assurance:
  • Email deliverability checking
  • Spam trap detection and prevention
  • Data sanitization and security measures
  • GDPR and privacy compliance validation

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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

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Demo Booking 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
Platform Configuration:
  • Easy setup with external scheduling URLs
  • Multiple calendar integration for team bookings
  • Time zone handling and conversion
  • Availability synchronization and real-time updates
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
User Experience Enhancement:
  • Seamless transition from chat to booking
  • Context preservation across platforms
  • Mobile-optimized booking experience
  • Confirmation and reminder integrations

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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
Security Best Practices:
  • 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
Service Differentiation:
  • 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
Integration Benefits:
  • Reduced friction in booking process
  • Higher conversion rates from interest to meeting
  • Improved user experience and satisfaction
  • Better data tracking and attribution

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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

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Advanced Lead Capture Strategies

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Personalization and Context

Dynamic Messaging:
  • Capture requests tailored to conversation topics
  • Product-specific lead qualification
  • Service-based capture strategy optimization
  • User journey stage recognition and adaptation
Context-Aware Approach:
  • Reference specific products or services discussed
  • Acknowledge user pain points and interests
  • Provide relevant value propositions
  • Maintain conversation continuity and flow
Compelling Offers:
  • Free trials and product demonstrations
  • Exclusive content and resource access
  • Personalized consultations and assessments
  • Limited-time offers and promotional incentives
Benefit Communication:
  • Clear value articulation for email sharing
  • Benefit-focused messaging over feature lists
  • Social proof and credibility indicators
  • Risk reduction and guarantee messaging

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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

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Integration and Automation

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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

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Marketing Automation Integration

Marketing Workflow Connection:
  • Email marketing sequence triggers
  • Retargeting audience creation
  • Lead nurturing program enrollment
  • Attribution tracking and campaign analysis
Multi-Channel Coordination:
  • Social media retargeting integration
  • Paid advertising audience synchronization
  • Content personalization based on chat interactions
  • Cross-channel communication consistency
Performance Tracking:
  • Lead source attribution and tracking
  • Conversion path analysis and optimization
  • ROI measurement and campaign effectiveness
  • A/B testing integration and results analysis
Reporting Integration:
  • Dashboard integration with marketing tools
  • Custom reporting and analytics setup
  • Performance benchmarking and goal tracking
  • Predictive analytics and forecasting

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Compliance and Privacy

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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.