Lead Capture: Collecting Customer Contact Info
Automatically capture valuable customer contact details like names, emails, and phone numbers during conversations. This allows you to follow up on sales opportunities and build your marketing lists, even if a conversation starts anonymously.
How Lead Capture Works
When the Lead Capture ability is active, Convi's AI assistant will proactively ask for contact information when it identifies an opportunity. For example, if a customer asks to be notified when a product is back in stock, the AI can ask for their email address. This information is then saved to the conversation for your records.
ℹ️ Note: The AI is trained to ask for contact information in a natural, context-aware manner. It will not ask every user for their details, but rather when it makes sense within the flow of the conversation. |
Enabling Lead Capture
You can enable or disable this feature at any time from your AI Agent settings.
From your Convi panel, navigate to the AI Agent section.
Click on the Abilities tab.
Locate the Lead Capture ability in the list.
Click the toggle switch to turn the ability on or off. When the toggle is blue, the ability is active.
Viewing Captured Leads
When the AI successfully captures a customer's contact information, it is automatically added to the User data section in the right-hand sidebar of the conversation inbox. You can view the customer's name, email, phone number, and other details directly from there.
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