Contacts and leads
The list of visitors who shared their contact details through the chat.
You will find this page in the app under Conversations → Leads. It collects the names, emails, and phone numbers (plus any custom fields you add) that your AI agent gathers from visitors during chats.
Availability
Lead capture is available on Advanced and Pro. On Free and Starter this page shows sample data so you can preview the layout, but no real leads are collected. Upgrade to start capturing.
How leads land here
Once lead capture is turned on, there are two ways an entry is created:
- Lead capture form, your AI agent shows an inline form inside the chat at the moment you configured (for example after the first message, or when a visitor asks about a demo or pricing). When the visitor submits it, the entry appears here. See Lead capture to choose the fields and the trigger.
- Shared in chat, if a visitor types their details into the conversation, your AI agent can save them as a lead without showing the form.
What you can do
The table lists each lead with Name, Email, Phone, and Submitted at.
- Filter by date range using the pills above the table.
- Sort by any column by clicking its header.
- Tick the checkboxes to select specific rows, then export only those.
- Export the full list, or just your selected rows, as CSV, JSON, or PDF for your CRM.
The captured name also labels the matching conversation in Chat history, so you can open it there to read the full chat that led to the capture.
Still stuck? We'll help.
Every plan, including Free, comes with human support. If something isn't behaving the way you expect after following the steps above, send us a note and we'll get back to you within one business day.