Lead Collection Overview
Set up your AI assistant to automatically capture, qualify, and manage leads from website visitors and conversations.Lead Capture Methods
Form Collection
- Contact forms with validation
- Email capture with opt-in
- Phone number collection
- Company information gathering
Conversation-Based
- Natural conversation lead capture
- Qualification questions during chat
- Interest assessment through dialogue
- Follow-up scheduling for prospects
Qualification Process
Lead Scoring
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Demographic Information
- Company size and industry
- Job title and decision-making authority
- Budget and timeline
- Geographic location
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Behavioral Indicators
- Pages visited on website
- Questions asked during chat
- Time spent in conversation
- Engagement level
Qualification Questions
- Pain points and challenges
- Current solutions being used
- Decision timeline and urgency
- Budget range and approval process
Integration with CRM
Automatic Lead Creation
- Real-time sync with CRM systems
- Lead scoring and categorization
- Follow-up task creation
- Pipeline management integration
Data Enrichment
- Company information lookup
- Contact verification and validation
- Social media profile matching
- Email verification and deliverability