Lead Generation Forms
Collect user information before starting a conversation with customizable lead capture forms.
Lead generation forms let you collect user information before they start chatting with your AI. Capture names, emails, phone numbers, and custom fields to qualify leads and personalize conversations.
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 leads to Google Sheets |
| Gate access | Require form completion before chat access |
Setting Up a Lead Form
Open Collection Form
Go to your app's Build page and click Collection Form under the Collect Leads section.
Connect Google Sheets (Optional)
The first screen asks if you want to push leads to a Google Sheet. If yes, connect your Google account and name your sheet.
Select Form Fields
Choose which fields to collect from the preset options:
- First Name
- Last Name
- Phone number
- Company name
Click a field to add it to your form.
Add Custom Fields
Click Create custom field to add additional text fields for any other information you need.
Set Required Fields
Use the toggle next to each field to mark it as required or optional.
Add a Form Message
Customize the message shown above your form to explain why you're collecting information.
Save
Click Save to enable the form. Test it in your chat preview.
Available Fields
| Field | Description |
|---|---|
| First Name | User's first name |
| Last Name | User's last name |
| Email address | |
| Phone number | Phone number |
| Company name | Organization name |
| Custom fields | Any additional text fields you create |
Google Sheets Integration
When you connect Google Sheets during setup:
- A new spreadsheet is created with your chosen name
- Each form submission adds a new row
- Column headers match your selected fields
See Google Sheets Integration for more details.
Managing Your Form
Enable/Disable
Toggle the switch next to your form in the Build page to turn it on or off without deleting it.
Delete a Form
Click the trash icon next to your form to remove it entirely.
View Submissions
If connected to Google Sheets, click the Google Sheets icon to open your spreadsheet and view all submissions.
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 form message 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 the form is enabled (toggle is on)
- Make sure at least one field is selected
- Clear browser cache and test in incognito
Leads Not in Google Sheets
- Check that Google Sheets was connected during setup
- Click the Google Sheets icon to verify the spreadsheet exists
- Re-create the form with Google Sheets connection if needed
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