π― Lead Generation
How does ChatMaven help me capture leads?β
ChatMaven AI Agents can:
- Collect contact info like names, emails, and phone numbers
- Sync leads data to your CRM or inbox if youβve connected integrations via the Integrations tab.
Can I create a pre-chat form?β
Yes! You can prompt users to fill out a form before or during the chat.
π§ How to Enable and Set Up a Lead Formβ
To activate lead capture:β
- Select your AI Agent (from the top left dropdown).
- Go to Setup > Appearance from the left sidebar.
- Click Agent Settings on the right panel.
- Go to the Lead Form tab.
- Toggle on βLead Collectionβ to enable the form.
Customize the form:β
- Choose when to show it (e.g., after 1 message or before chat).
- Add and mark fields like Name, Email, Phone, and Message.
- Edit button text, colors, and confirmation message.
Click Save.β
Now your AI Agent will start capturing leads via the form!