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πŸ“ Lead Form

How to Enable and Set Up a Lead Form from Appearance Tab​

To activate lead capture:​

  1. Select your AI Agent (from the top left dropdown).
  2. Go to Setup > Appearance from the left sidebar.
  3. Click Agent Settings on the right panel.
  4. Go to the Lead Form tab.
  5. Toggle on β€œLead Collection” to enable the form.
  6. Customize the form:
    • 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.
  7. Click Save.
    • Now your AI Agent will start capturing leads via the form!