Customizing Lead Capture

The instructions below are for desktops and laptops only.

Your AI agent’s lead capture settings determine what contact information is collected from website visitors. Adjusting these settings will directly impact your lead generation strategy.

• Choosing What Information to Collect
  Decide whether your AI agent will ask for name, email, and phone number, just name and email, or none of the above.

• Impact on Lead Generation
  If you disable lead capture, visitors will still engage with the AI and use your chat minutes, but no contact details will be collected, potentially reducing your ability to follow up on leads.

• Best Practice Recommendation
  For maximum lead generation, it’s recommended to leave all fields enabled by default. However, you have full control over what information the AI requests.

• Important Warning
  Modifying these settings may result in fewer captured sales leads. Visitors will still use your chat and voice minutes, but without collecting contact details, you may miss opportunities to follow up and convert them into customers.
  
  

Once you've selected your preferences, save your settings, and your AI agent will follow the updated lead capture rules.