Ask your own questions on the lead form

Shipped

July 21, 2026

Area

Leads

Available on

Every plan

Name, email and phone tell you who a lead is. They don't tell you what they need. A wedding venue wants the date and guest count. A clinic wants to know which service. A builder wants the budget. Until now the lead form only had the standard contact fields, so those questions waited until someone called back. Now you can add your own questions to the form, and the answers arrive with the lead.

What's new

• Custom fields on the lead form. Add up to six questions of your own alongside name, email, phone and company.
• Text or dropdown. A field can be a free-text box ("Budget", "Preferred date") or a dropdown with choices you set ("Small, Medium, Large"). Dropdowns arrived in August.
• Required or optional. Choose for each field whether visitors must fill it in.
• Reorder, hide or remove. Move fields up and down, switch one off for a while without deleting it, or remove it.
• Answers go where your leads go. Custom answers show on the lead in Studio, appear under "Other answers" in the new-lead email, are included as columns when you export leads to CSV, and are sent with webhooks (webhooks are on Pro and Max).
• The AI can use them too. Tick Pass to AI on a field and the chatbot knows the answer from the first message, so it can tailor the conversation instead of asking for something the visitor already told you.

How to use it

1. Open your chatbot in Studio and go to the Design tab.
2. Choose Lead Form, then Content.
3. Under Lead Capture, make sure Show Lead Form is on.
4. In Form Field Configuration, type a label (for example "Budget") and click Add Field.
5. For a dropdown, change the field type from Text to Dropdown and enter the options, separated by commas.
6. Set Shown, Required and Pass to AI for the field, check the form in the preview, then publish.

Good to know

• Website chat only. The lead form appears in the website chat. On WhatsApp, Instagram and Messenger the contact comes from the platform, so there's no form to fill.
• The form is optional. You can turn the lead form off entirely and let visitors go straight to the chat.
• A dropdown needs at least one option. A dropdown with no options is hidden from the form until you add some.
• Answers are capped at 250 characters to keep lead records and emails tidy.
• Existing forms don't change. Chatbots without custom fields look exactly as before.
• Field names are fixed once created. You can change a field's label later. Its answers stay linked to the same field in exports and webhooks.

For more ideas on what to ask, see lead qualification questions.

For developers

Lead webhook payloads include a customFields object that maps each field's id (a slug of its original label) to the visitor's answer. Empty answers are left out. In CSV exports, each configured custom field gets its own column, and values that start with a formula character are neutralised so spreadsheets don't run them.