Lead Form

Collect visitor contact details before the conversation begins, so you know who you're talking to even if they leave without booking or buying.

In short: The Hyperleap AI lead form asks visitors for their details before the conversation starts, with up to 6 custom text or dropdown fields; edit it under Design → Lead Form. Phone verification by OTP is a paid add-on on Pro and Max.

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.

Tip:
The Lead Capture section at the top of the Content view decides whether the form appears at all and whether visitors must verify their phone number. See Lead Capture & OTP Login. If the form is switched off, the preview shows it greyed out and visitors go straight to the conversation.
Lead Form Content view with the Lead Capture switches, heading fields, and the form field table with Shown, Required, and Pass to AI columns
Design → Lead Form → Content: headings, form fields, and custom fields

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).

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

Explore Hyperleap AI

An AI front desk that answers customer questions, collects contact details, and books appointments on your website and messaging channels.