Lead Capture Form collects visitor details before the chat starts. This is useful for sales inquiries, demo requests, and support triage.What it does#
When enabled, the widget shows a form first. After the user submits it, the chat becomes available.Controls explained#
Enable Lead Capture#
Turn ON to require the form before chat
Turn OFF to start chat immediately without collecting details
Title
Form heading (example: “Sales Inquiry”)
Subtitle
Short helper text (example: “Fill out to connect with sales.”)
Submit Button
Button label (example: “Start Chat”)
Field label (example: “Email”, “Phone”)
Field type (example: Email, Phone)
Delete field (trash icon)
Reorder fields (drag handle)
Recommended setup#
Keep the form short (1 to 3 fields) to reduce drop-off
Make only critical fields required
Use clear placeholder text that matches the field type
Steps#
1.
Open Advanced Settings → Lead Capture Form
2.
Toggle Enable Lead Capture ON
3.
Set Title, Subtitle, and Submit Button
4.
Under Form Fields, click Add Custom Field
Verify#
3.
The form appears before chat
Required fields must be filled
After submission, chat opens normally
Troubleshooting#
Ensure Enable Lead Capture is ON
Check if a required field is empty or invalid
Make sure field type matches expected input (Email field needs a valid email)
Reduce the number of required fields
Shorten the subtitle and keep it benefit-focused
Modified at 2026-02-19 09:49:15
