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How to edit the data types of your Lead Gen form

By default, the name and email data types are set as mandatory. You can add or remove data types and modify the labels. You have the option to select from standard data types such as name, phone, and email or to add a custom field that captures additional information relevant to you.

Last updated on Jan 04, 2025
Customizing your Lead Gen form

By default, the name and email data types are set as mandatory. You can add or remove data types and modify the labels. You have the option to select from standard data types such as name, phone, and email or to add a custom field that captures additional information relevant to you. 

To edit the data types of your lead gen form, first ensure the Lead Gen feature is toggled on then follow these steps:

  1. Select the data type you want to collect. 
  1. Edit the label and descriptive text for each content box by clicking the edit icons.
  1. If you want the data input option to be mandatory, select the Mandatory input field under each option.
  1. Add new data input options by scrolling down and selecting Add new input.
The lead gen form will not be visible within Dante AI’s interface and will only appear when you export your AI chatbot externally. Learn more about sharing your AI chatbot.

Next steps: Safety and security

Congratulations! You’ve streamlined your lead generation process. Now, let's move on to the next step: safety and security to learn more about GDPR compliance, managing usage and how to add a password to your AI chatbot if you wish to limit access to authorized users only.

If you get stuck at any point, you can get assistance by clicking on the Learning Hub pop-up at the top right corner of the app.

For additional support and to connect with other users, join our Discord community.

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