Leads

Open Activity → Leads.

Collect leads in chat

Switch on Collect leads in chat (also under Settings → AI & answers → Collect leads). When a visitor shows buying interest or needs a callback, the agent politely asks for their name and email or phone and saves it. A lead needs at least an email or a phone number.

Other sources of leads

• Forms from Buttons & forms — every submitted field is saved.
• A Save lead step in a flow.
• The create_lead tool of the MCP server.

Each lead links to its conversation and becomes (or updates) a contact.

Use them

• Export CSV from the Leads page.
• Get each new lead in real time with the lead.created webhook — straight into Google Sheets, HubSpot or your CRM through Zapier, Make or n8n.
• Read them from code: GET /api/v1/agents/{id}/leads (reference).