Lead Capture

Lead capture asks interested visitors for their contact details during the chat, so you can follow up later. It asks after a few messages, once the visitor has had real help, not straight away. Use it when you sell something people think about before buying, such as services, courses or larger orders.

Before you start

• The Starter plan or higher — Lead capture is not on the Free plan
• An AI agent live on your website or another channel
• Decide which details you need — Only ask for what you will actually use

How to set it up

1. 1

   Switch on Lead Capture

   Open Dashboard → Explore Features and turn on Lead Capture. Leads then appears in the side menu

2. 2

   Open Agent Settings

   Choose your agent at the top

3. 3

   Turn on Lead Generation

   In the Pro Controls section

4. 4

   Set “Trigger after N messages”

   This is how many messages pass before the form shows. 3 to 5 works well: the visitor has had help and is more willing to share details

5. 5

   Choose the fields

   Name, Email, Phone No. Fewer fields means more people fill the form

6. 6

   Turn on “Send email notification”

   If you want each new lead by email as it arrives

7. 7

   Click “Save Agent Settings”

   The form starts showing in new chats straight away

What happens next

1. 1Visitor chats
2. 2Form appears after N messages
3. 3Visitor shares details
4. 4Lead saved and scored
5. 5You follow up

Each lead is saved in Dashboard → Leads with the chat that produced it. Botvee gives every lead a score from 0 to 100 so you know who to call first.

What you can do with it

• See every lead — Name, contact details, score and the agent that captured it, in Dashboard → Leads
• Know who is ready to buy — Leads are cold, warm (30+) or hot (70+), based on how engaged they were, what they asked and the email they gave
• Get leads by email — With “Send email notification” on
• Send leads to a spreadsheet — Each new lead can be added to Google Sheets automatically. See Google Sheets
• Export — Download your leads as a CSV file for your own tools

Good to know

• Needs the Starter plan or higher
• Ask only for the details you will use — shorter forms get filled in more often
• Leads are kept when credits run out

Troubleshooting

• The form never appears — Check Lead Capture is on in Explore Features, Lead Generation is on in Agent Settings, and you saved
• It appears too early — Raise the “Trigger after N messages” number
• No email arrives — Check “Send email notification” is on and look in your spam folder