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With Lead Generation enabled, your AI agent can smoothly collect valuable information such as a visitor’s name, email, phone number, or a quick message directly within the conversation. There’s no need for clunky forms or manual follow-ups. It’s a simple and seamless way to ensure your agent isn’t just chatting with users, but actually capturing leads you can follow up on.

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How to Enable and Configure Lead Generation

Follow these steps to activate and customize the lead capture process:
1

Go to the Lead Generation Integration

Navigate to the Lead Generation card under the Integrations tab in your dashboard.Integrations Section
2

Click on Configure

Click the Configure button to open the Leads Capture Form.Leads Capture Form
There’s no toggle or activation step, configuring the form is all you need to start capturing leads.
3

Set Up Your Lead Capture Form

Setting up leads formInside the form editor, you can customize your fields:
  • Choose from recommended fields: Name, Email, Phone, Message.
  • Add up to 4 fields total.
  • Mark any field as Required.
  • Reorder fields using drag and drop.
  • Add custom fields by entering a label and selecting the field type (Text, Phone, Email, or Message).
To ensure smooth conversations, the form supports a maximum of 4 fields.
4

Save Your Configuration

Once done, click Save Form. Your AI agent will now prompt users to fill out this form.Lead Generation Enabled

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Preview in Chat

Whenever a new visitor opens the chat agent, it automatically prompts a lead capture form like this, directly within the chat: Descriptive alt text

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Accessing & Managing Captured Leads

All leads captured through your chat agent are stored in the Leads section of your myIDFI AI dashboard, accessible from the left sidebar. You can review user details, contacts, and take follow-up actions from there. Additionally, you’ll receive an email notification each time a new lead is submitted through the form.

View & Manage Leads

To explore how to manage, track, and view your leads, visit the Leads section of the documentation.