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Smart Lead Generation allows your AI Agent to collect user information seamlessly during conversations. It engages with users naturally, asking relevant questions to gather details like name, email, phone number, or any other information you require. This data can then be sent to your CRM or other systems, enabling you to follow up effectively and convert potential leads into customers.

Smart Lead Generation operates within the existing conversation flow, ensuring that the interaction feels natural and non-intrusive.

When a user interacts with your AI Agent, it:

  1. Detects opportunities to collect information, such as when a user expresses interest in your services or products.
  2. Asks specific questions tailored to your needs, like:
    • “Can I have your name to better assist you?”
    • “What’s the best email to contact you on?”
  3. Gathers and stores the responses, making them available for review or integration with your CRM system.

The feature is designed to minimize friction while maximizing the quality of leads captured.

  • Navigate to the AI Capabilities tab
  • Select Smart Lead Generation
  • Toggle the feature on

Enabling Smart Lead Generation

Select contact details to capture.

  • Email address
  • First name
  • Phone number

Selecting data fields to collect

Define when the AI Agent should ask for contact details.

  • After exchanging a few messages
  • Immediately after the user expresses interest

Configuring when to collect data

Customize how the AI Agent asks for information.

  • Subtle: Integrates questions naturally into the conversation
  • Direct: Explicitly requests the information in a straightforward manner

Configuring data collection approach

Smart Lead Generation enables your AI Agent to collect user contact details efficiently while ensuring compliance and providing a seamless conversational experience.

Follow these steps to export the details captured by your AI Agent:

  1. Go to the Inbox
  2. Click the export file icon to access export options.
  3. Select Export Gathered Data from the dropdown menu.
  4. Set Date Range: Specify the start and end dates for the data you want to export.
  5. Choose Format: Select the file format for your export (CSV, XLSX).
  6. Download: Click Download to save the exported data to your computer.