Advanced Features
Collecting Leads in Chatbots
Set up a leads form in your chatbot to gather customer information efficiently.
Leads Form Configuration
Configure the leads form via this URL: https://www.chat-data.com/chatbot/{chatbotId}/settings/leads. The form will display within the chatbot widget or iframe when embedded in a website. Below are the parameters you can configure for the leads form:
- Title: The primary message displayed on the form prompting users to enter their information.
- Mandatory: Specifies whether filling out the form is optional or required to proceed with the chat.
- Prompt: The message displayed if the form is mandatory.
- Trigger Condition: The number of user messages after which the form appears in the conversation.
- Name, Email, Phone: The types of information you wish to collect from users.
Custom Fields Builder
If you are Standard or Pro plan, you can add custom fields to the leads form. The custom fields are quite flexible and you can choose from single-line text, multi-line text, single-option select, multi-option checkboxes group.
Those custom fields are treated the same way as the Name, Email, Phone fields and will be sent either via email summary or webhook.
Important Insight
With WhatsApp integration, user phone numbers are collected automatically. For other third-party integrations, we cannot retrieve lead information as it is not disclosed by those platforms.
Lazy Lead Form Triggering
If you prefer a more flexible approach to collecting lead information, you can use the lazy trigger method. Please refer to the Lead Form Action & Custom Button Action for more details.
CRM Integration
In the future, we plan to send leads information directly to CRM management tools like HubSpot, Zendesk, etc. Currently, you can only export the leads information through the leads dashboard at https://www.chat-data.com/chatbot/{chatbotId}/dashboard/leads in JSON format or as PDFs.
Frequently Asked Questions
How do I collect leads with a Chat Data chatbot?
Lead collection is handled through a lead form configured at `https://www.chat-data.com/chatbot/{chatbotId}/settings/leads`. The form appears inside the website widget or iframe and can be used to collect user contact details during the conversation.
What can I configure in the chatbot lead form?
The guide lists several configurable lead form parameters: title, whether the form is mandatory, the prompt shown when it is required, the trigger condition based on the number of user messages, and which core fields to collect such as name, email, and phone.
Can I add custom fields to the chatbot lead form?
Yes. On Standard and Pro plans, the page says you can add custom fields using the custom fields builder. It supports single-line text, multi-line text, single-option select, and multi-option checkbox groups, and those fields are treated the same as core lead fields in summaries and webhooks.
How can I export or route collected lead information today?
Custom fields and standard lead fields can be sent through email summaries or webhooks. It also notes that direct CRM delivery is planned for the future, but for now lead data can be exported from the leads dashboard in JSON format or as PDFs.