Lead Capture and Engagement

Summary: The Lead Collection feature enables you to gather visitor contact information efficiently. Easily customize settings to capture names and emails, then manage your collected prospects directly from the dashboard to streamline your business follow-up process.

The Lead Collection feature helps you gather contact information from visitors before they begin a chat. This makes it easy to grow your mailing list and follow up with new prospects.

How to Set Up Lead Collection

Follow these steps to start collecting lead information:

• Open your WordPress dashboard.
• Go to Antimanual > Chatbot.
• Click the Configuration tab.
• Select Engagement from the side menu.

In the Lead Collection section, you can customize your settings:

• Collect Email: Ask for an email address before the chat starts.
• Collect Name: Ask for the visitor’s name.
• Require Email / Name: Check these boxes if you want to make this information mandatory.
• Collection Prompt: Write a custom message (e.g., “Please share your email to start the chat.”)

How to View Your Leads

You can view your collected contact information at any time. Simply use one of these two methods:

• Click the View collected leads link at the bottom of the Engagement settings page.
• Go directly to the Leads tab in the Chatbot menu.

In the Leads dashboard, you can see all your visitor data, check their status, and export the information to a CSV file for your records.