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.

Lazy Lead Form Triggering

If you prefer a more flexible approach to collecting lead information, you can use the lazy trigger method. This method is tied to the Lazy Live Chat Trigger feature, so you'll need a subscription plan that includes live chat escalation.

Here's how the lazy lead form triggering works:

1. The AI chatbot monitors the conversation for specific triggers or user intent that indicate it's appropriate to collect lead information.
2. When a trigger is detected, the chatbot checks if all required lead information has been provided.
3. If any information is missing, the chatbot prompts the user to fill out the lead form.
4. After the user completes the form, the AI chatbot continues the conversation without involving a human agent.

This method allows for a more natural, context-aware approach to lead collection. It doesn't rely on a fixed number of messages but instead responds to the flow of the conversation.

To implement this effectively, we recommend adding the following instruction to your chatbot's base prompt:

Ask the user to enter their information in the lead form when they express interest or willingness to provide their details, but only if this information hasn't been collected yet.

This ensures that the lead form is presented at the most appropriate moment in the conversation, improving the user experience and potentially increasing the success rate of lead collection.

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.