Lead Form

Collect visitor contact information before the conversation begins to capture leads even if visitors don't complete a purchase or booking.

Lead Form

The Lead Form appears when visitors first open your chatbot. It collects contact information before the conversation begins, helping you capture leads even if visitors don't complete a purchase or booking.

Lead Form configuration showing header text and form field settings
Lead Form configuration with customizable fields and live preview

Header Settings

  • Header Heading — The main title (e.g., "Hyperleap Bot")
  • Header Sub Heading — Subtitle text (e.g., "Here to help you")
  • Subheading — Welcome message (e.g., "Welcome! I'm here to assist you.")
  • Submit Button Label — CTA button text (e.g., "Start Chat")

Form Field Configuration

Configure which fields appear on your lead form:

Field

The field type (Name, Phone, Company, Email, etc.)

Label

What visitors see (e.g., "First name")

Placeholder

Helper text inside the field

Shown

Toggle whether the field appears

Required

Make the field mandatory

Pass to AI

Include this data in AI context for personalized responses

Tip:
Enable "Pass to AI" for the name field so your chatbot can address visitors personally. For example, the AI can say "Hi Sarah, how can I help you today?"