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Home / Features / Lead Capture
Lead capture

A conversation is a lead. Treat it like one.

When a visitor shows intent, the assistant asks for the details your team needs — and saves them next to the conversation.

312
conversations this month
84
from buying questions
27
emails captured
9
handed to sales

Sample workspace figures — they show the layout, not results you should expect.

In short

Lead capture turns a conversation into a contact record. DeskClerk AI asks for the details your team needs when intent appears, and stores them next to the full conversation and the question that triggered the ask.

  • Ask at the moment of intent
  • Leads saved with the conversation
  • Export anytime
  • Works with chat and forms
  • No copy-paste
The list

Every lead keeps its conversation

EmailWhat they askedSource
ana.l***@mail.comBulk quote — 40 unitsChat · pricing
m.sch***@firma.deShipping to GermanyChat · delivery
j.oka***@shop.jpInstallation questionForm
r.per***@corp.comPartnershipChat · handoff
How capture works

Ask at the right moment, not at the door

1

Intent appears

Price, stock, a quote, a human — the signals you define.

2

Ask once

The assistant asks for an email and, if you want it, a name or company.

3

Save with context

The lead is stored with the conversation and the source question.

The problem

Where it hurts today

Forms get skipped

Visitors who would have asked a question never fill in a form.

Leads with no context

A name and email tell your team nothing about what the buyer wanted.

Scattered contacts

Some in chat, some in email, some in a spreadsheet.

Slow follow-up

By the time someone copies the details, the buyer has moved on.

Capabilities

What it does, in detail

Intent triggers

Ask for an email when the visitor asks about price, stock, a quote or a human.

Fields you choose

Email is the minimum; name, company and phone can be added.

Saved with context

The lead keeps the conversation and the question that triggered capture.

One list per site

Leads are separated by site, so client data does not mix.

Export

Download the list when you need it in another system.

Works with handoff

Handoff uses the same contact capture, so no conversation dead-ends.

Fit

Who it is for

Sales teams

Open a conversation knowing what the buyer asked.

E-commerce

Recover shoppers who hesitated at checkout.

B2B exporters

Collect company and quantity before a quote.

Agencies

Give each client its own lead list.

Comparison

How it differs

CapabilityDeskClerk AIA generic chatbot
Capture inside the conversationYesUsually a separate form
Lead keeps the conversationYesNo
Per-site separationYesVaries
ExportIncludedVaries
FAQ

Frequently asked questions

No. Handoff asks first, but a visitor can decline and keep chatting.
To the site's lead list, and to your independent-site console if you use one.
Yes, the list is exportable.
Email is required for a lead; other fields are optional per site.
Yes, addresses are masked in the console.
No. You paste one script tag before the closing body tag of your site, or use a code block in your builder. Most sites are live in about 10 minutes.
PDF, DOCX, RTF, XLSX, XLS, CSV, PPTX, PPT, TXT, MD, HTML, JSON and XML — 11 format processors. Up to 50 MB per file and up to 200 pages per PDF. Scanned images are not supported.
It answers in the visitor's language, using your content. Interface text is available in English, Chinese, German and Arabic today; more interface languages are planned.
One visitor message or one assistant reply is one message. One question plus one answer is two messages, so plans are quoted in complete answers — 1,250 answers per month on Basic is 2,500 messages.
It says so, records the question as a knowledge gap, and can hand the conversation to your team. Handoff asks the visitor for contact details first.
Related

Keep reading

Lead Capture in a real workspace

Lead Capture is not a demo screen — it runs on the site you already have.

In practice

What it looks like on a normal Tuesday

A visitor asks the question you have answered a hundred times. The assistant replies from your content, shows the source, and captures the details when it matters.

  • Ask for contact details at the right moment
  • Every lead goes to your dashboard, no copy-paste
  • Capture happens inside chat — visitors stay on your site
  • Export your list anytime
A monitor showing a softly blurred dashboard
“It answers the way we would answer, because it only uses what we published.”
Operations manager · DeskClerk AI customer
Also included

The details that matter

By the numbers

The product behind this page

Only counts we can verify.

14
product features
4
interface languages
11
file formats
10
minutes to set up

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