Lead Generation Forms
Collect user information before starting a conversation with customizable lead capture forms.
Lead generation forms let you collect user information when people sign up to chat with your AI. In the builder this feature is called Signup Fields: extra fields (phone, company, role, or your own questions) shown on your app’s sign-up form. Values are stored on the user’s account and shared with your AI.
Why Use Lead Forms?
| Benefit | Description |
|---|---|
| Qualify leads | Collect contact info before investing AI resources |
| Personalize conversations | Use collected data to customize responses |
| Build your list | Export users and their answers as a CSV |
| Gate access | Require sign-up (and required fields) before chat access |
Setting Up a Lead Form
Go to your app’s Launch > Access page and choose Required Sign-up, Encouraged Sign-up, or Restricted Access. Signup Fields are hidden when the app is set to Open Access, because there is no sign-up form to attach them to.
On the same page, find the Signup Fields card and turn on its switch.
Enter an optional heading (for example, “Tell us about yourself”) and optional helper text shown above the fields. Use these to explain why you’re collecting information.
Click a preset button to add a field:
- + Phone
- + Company
- + Role
- + Custom field
You can rename any field’s label and change its type.
Check Required next to each field that users must fill in. Use the arrow buttons to reorder fields and the trash icon to delete one.
Changes save automatically. Open your app and sign up as a new user to see the form.
Field Types
Each field has one of these types:
| Type | Description |
|---|---|
| text | Free-form text (up to 2,000 characters) |
| Must be a valid email address | |
| phone | Digits, spaces, and + - ( ) . only |
| number | Numeric value |
| select | A dropdown. Enter the options as a comma-separated list (up to 50 options) |
A form can have up to 20 fields. The sign-up form itself already collects the user’s email address, so you do not need to add an email field.
Viewing and Exporting Leads
Go to Insights > Consumers to see the users who signed up. Click Export CSV to download them. The export includes a column for each of your Signup Fields.
Managing Your Form
Enable/Disable
Turn off the switch on the Signup Fields card to stop showing the fields without deleting them.
Delete a Field
Click the trash icon next to a field to remove it.
Using Lead Data in Conversations
Collected information is available to your AI during the conversation. Your AI can use the submitted information to personalize responses.
Best Practices
Keep Forms Short
Every additional field reduces completion rates. Only ask for what you truly need.
Make Most Fields Optional
Required fields create friction. Consider making phone and company optional unless critical to your use case.
Explain Why
Use the helper text to tell users why you’re collecting their information:
"To get started, we'll need a few things from you so we can better assist you."Troubleshooting
Form Not Appearing
- Verify your app’s access mode is not Open Access
- Verify the Signup Fields switch is on
- Make sure at least one field is added
- If SSO-only login is enabled, Signup Fields cannot be collected. Disable SSO-only to show them.
- Clear browser cache and test in incognito