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.

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.