Capture visitor information like names, emails, and phone numbers during chatbot conversations to build your contact list and follow up with potential customers.
Prerequisites
- ChatFlow Account (Growth or Enterprise plan)
- Existing Chatbot - Already created and configured
Required Plan: Growth or Enterprise
What Lead Capture Does
When enabled, your chatbot can:
- Ask visitors for their contact information
- Collect names, emails, phone numbers
- Store leads in your ChatFlow dashboard
- Export leads to your CRM or email list
Steps
Step 1: Navigate to Lead Generation Settings
- Go to Chatbots in the sidebar
- Click on your chatbot
- Click Settings in the chatbot tabs
- Select Lead Generation
Step 2: Enable Lead Capture
Toggle Enable Lead Capture to ON.
Select the information you want to capture:
| Field | Description | Required Option |
|---|
| Name | Visitor's name | Optional/Required |
| Email | Email address | Optional/Required |
| Phone | Phone number | Optional/Required |
| Company | Company name | Optional/Required |
Toggle each field ON/OFF and set whether it's required or optional.
Set the message your chatbot uses to request information:
Example prompts:
- "Before we continue, could you share your email so I can follow up?"
- "I'd love to help! What's your name and email?"
- "To provide better assistance, please share your contact details."
Choose when the lead form appears:
| Option | When It Triggers |
|---|
| Immediately | First message |
| After X messages | After set number of exchanges |
| Before human handoff | When requesting human support |
| On specific keywords | When visitor asks certain questions |
Step 6: Save Changes
Click Save Changes to apply your settings.
Viewing Captured Leads
Access Leads Dashboard
- Go to Operations > Leads in the sidebar
- View all captured leads
- See name, email, phone, source chatbot, date
Export Leads
- Go to Leads dashboard
- Click Export button
- Choose format (CSV, Excel)
- Download your lead list
Verify It's Working
Test in Playground
- Go to your chatbot's Playground tab
- Start a conversation
- Trigger the lead form (based on your settings)
- Fill in test information
- Verify it appears in Leads dashboard
Test on Live Site
- Visit your website with the chatbot
- Have the conversation trigger the lead form
- Submit test information
- Check Leads dashboard for the entry
Best Practices
- Don't ask too early - let AI help first
- After 2-3 messages is a good balance
- Before human handoff captures warm leads
Field Selection
- Only ask for what you need
- Email is most valuable for follow-up
- Phone for high-intent leads only
- Too many fields = lower completion
Messaging
- Be conversational, not demanding
- Explain why you need the information
- Offer value in exchange ("I'll email you the details")
Follow-Up
- Export leads regularly
- Import to your CRM or email tool
- Follow up within 24-48 hours
Troubleshooting
- Verify lead capture is enabled
- Check trigger settings
- Meet the trigger conditions in testing
- Save settings after changes
Leads Not Saving
- Check required fields are filled
- Verify form submission completed
- Check for validation errors
- Test with valid email format
Low Completion Rate
- Reduce required fields
- Move form later in conversation
- Improve form messaging
- Make fields optional
Duplicate Leads
- Same visitor may chat multiple times
- Export includes all entries
- Deduplicate in your CRM
Integration Options
Export leads to integrate with:
- Email marketing - Mailchimp, ConvertKit, etc.
- CRM - HubSpot, Salesforce, Pipedrive
- Spreadsheets - Google Sheets, Excel
- Zapier - Connect to 1000+ apps (Enterprise)
Next Steps
