The lead form is the first thing visitors see when they open your chatbot. It asks for their details before the conversation starts.
To edit it, open your chatbot, select the Design tab, choose the Lead Form screen, and pick Content. To change its colors, logo, and header image, pick Branding instead. See Branding by Screen.

Heading Text
- Header Heading — The main title (e.g., "Acme Support"), up to 40 characters
- Header Sub Heading — Subtitle text (e.g., "Here to help you")
- Subheading — A welcome line above the fields (e.g., "Welcome! I'm here to assist you.")
- Submit Button Label — The button that starts the chat (e.g., "Start Chat"). Keep it short; the box turns red past 19 characters.
Form Field Configuration
Each row in the table is one field on the form:
Field
The field type: Name, Phone, Company, Email, or a custom field
Label
What visitors see (e.g., "First name")
Placeholder
Helper text inside the field
Shown
Whether the field appears on the form
Required
Make the field mandatory
Pass to AI
Share the answer with the AI so it can personalize the conversation
Custom Fields
Type a label under the table (e.g., "Budget") and select Add Field. You can add up to 6 custom fields. Each one is either Text or Dropdown; for a dropdown, enter the options separated by commas. A dropdown with no options stays hidden on the form.
Verification (OTP) Labels
When Login Required is on, a Verification (OTP) box appears with three labels you can reword: Send OTP Button Label, OTP Input Label, and OTP Input Placeholder. OTP Verification is a paid add-on on Pro and Max (usage-based, recharge from $100).