Enabling lead capture

Lead capture allows AI Chat to collect visitor information during conversations.

Enable lead capture

1. Go to AI Chat.
2. Turn on Enable Lead Capture.
3. Click Save.

What can be captured

Depending on your setup, AI Chat may collect:

• name
• email
• message

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Where leads are stored

When AI Chat captures a lead, the information is saved in your dashboard.

View your leads

Go to:

AI Chat → Leads

What you can see

Each lead may include:

• name
• email
• message

Tips

Check your leads regularly so you can follow up quickly.

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Email notifications for leads

You can receive email alerts when a new lead is captured through AI Chat.

Set up notifications

1. Go to AI Chat.
2. Enter the email address where you want notifications sent.
3. Click Save.

Why notifications help

Email alerts make it easier to respond quickly when someone submits a question or inquiry.

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Support handoff settings

Support handoff settings help manage what happens when AI Chat cannot fully assist a visitor.

This can help guide people toward the next step when they need more help.

Support handoff can be useful for

• customer questions that need a personal reply
• support requests
• complex inquiries

Tips

Make sure your lead-capture and notification settings are configured so that important inquiries are not missed.

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Viewing chat conversations

You can review visitor conversations from your dashboard.

This helps you monitor how AI Chat is being used and identify common questions.

View conversations

1. Go to AI Chat.
2. Open the Conversations section.

What you may see

• visitor messages
• AI responses
• captured contact information
• timestamps

Why is this helpful

Reviewing conversations can help you:

• improve training
• identify common customer questions
• follow up with leads