Beginner 4 min read
Automated Visitor Lead Capture & CRM Pipeline Sync
Automatically collect visitor contact details (name, email, phone) directly within chat and seamlessly sync them into CRM Contacts.
1Enable Pre-Chat Lead Gate
In AI Agents > Persona & Appearance, toggle 'Enable Pre-Chat Lead Gate'. Customize the friendly banner title that welcomes visitors.
2Natural Conversational Lead Extraction
Even if visitors bypass the initial gate, whenever they mention their email or phone during the conversation, the RAG agent securely extracts and tags the contact.
3Automatic CRM Ingestion & Tagging
Captured leads appear instantly in CRM > Contacts tagged with 'ai-chat-lead' and 'website-visitor', ready for automated email nurturing sequences.
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