Lead Capture Setup
Lead Capture is configured per agent via Settings → Lead Capture. You control when the form appears, which fields to collect, and how the form looks to your visitors.
Configuring lead capture
1
Open Lead Capture settings
Go to your agent → Settings (gear icon) → Lead Capture in the left sidebar.
2
Enable lead capture
Toggle on the Enable Lead Capture switch at the top of the page.
3
Choose when to show the form
Select one of three trigger modes (see table below).
4
Select fields to collect
Tick the fields you want: Name, Email, Phone, Company. At least one field must be selected.
5
Customise the form text
Set the Form Title, Form Description (optional), Submit Button Text, and Success Message.
6
Save
Click Save. Changes take effect immediately for all new conversations on this agent.
Trigger modes
| Mode | When the form appears | Best for |
|---|---|---|
| Manual | The AI decides when to ask for contact details based on the conversation flow. It asks naturally, e.g. "May I have your email so we can follow up?" | High-quality leads — visitors are already engaged |
| Auto | A contact form is shown immediately at the start of every new chat session before any messages are exchanged | Maximum capture rate — no visitor slips through |
| Time-Based | The form appears after a delay you set (5–120 seconds from when the chat opens). Configured via a slider | Balance between capture rate and engagement — visitor has time to start the conversation first |
Fields available
- •Name — visitor's full name.
- •Email — visitor's email address.
- •Phone — phone number.
- •Company — company or organisation name.
Form customisation fields
| Setting | Default value | Description |
|---|---|---|
| Form Title | Get in Touch | Heading displayed at the top of the contact form |
| Form Description | (empty) | Optional subtitle or instruction text below the title |
| Submit Button Text | Submit | Label on the form's submit button |
| Success Message | Thank you! We will be in touch soon. | Message shown after the visitor submits the form |
Email notifications on new lead
When a contact is captured, AIChatVault can send an instant email notification. Configure this under Settings → Notifications:
- •Enable email notifications and tick Notify on new lead.
- •Add one or more recipient email addresses. If no recipients are set, the notification goes to the agent creator's email.
- •You can also enable Slack or Discord notifications for new leads from the same Notifications settings panel.
💡
Use Manual trigger mode combined with an AI Email Action if you want the AI to ask for contact details contextually and also send you an instant email with the lead's details.
ℹ️
The time-based delay slider runs from 5 to 120 seconds. A delay of 30 seconds (the default) gives visitors enough time to read the welcome message before the form appears.
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