DocsCore ConceptsLead Capture
Lead Capture
GrowthLead capture collects visitor details during a conversation — after the visitor is engaged, not before.
How it works
- 1
A visitor starts a conversation
- 2
The agent answers helpfully for a few messages
- 3
After your configured trigger (3–5 messages) the lead form appears inside the chat
- 4
The visitor submits their details
- 5
The lead lands in Dashboard → Leads and, if enabled, in your email
What you can collect
NameEmailPhone No
Short forms convert. Ask for a phone number only if you actually call people.
Lead scoring
Not all leads are equal, so Botvee scores each one automatically.
| Signal | What it tells you |
|---|---|
| Conversation engagement | Message count and duration — more interaction means stronger interest |
| Intent | Pricing, demo or buying language means higher quality |
| Email quality | Disposable and fake addresses are flagged |
| Post-capture behaviour | Whether the visitor kept talking after submitting |
Working your leads
- Dashboard → Leads lists every lead with its score, source agent and channel
- Open one to read the full conversation that produced it
- Filter by agent, date or score to plan follow-ups
- Export, or auto-log every lead to Google Sheets
Best practices
- Trigger after 3–5 messages — earlier kills conversion
- Collect only the fields you will use
- Call high-score leads the same day
- Pair lead capture with booking so a hot lead can self-schedule immediately