# 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

<Steps>
  <Step title="1">
    <strong>Open Collection Form</strong>

    Go to your app's **Build** page and click **Collection Form** under the Collect Leads section.
  </Step>

  <Step title="2">
    <strong>Connect Google Sheets (Optional)</strong>

    The first screen asks if you want to push leads to a Google Sheet. If yes, connect your Google account and name your sheet.
  </Step>

  <Step title="3">
    <strong>Select Form Fields</strong>

    Choose which fields to collect from the preset options:

    - **First Name**
    - **Last Name**
    - **Email**
    - **Phone number**
    - **Company name**

    Click a field to add it to your form.
  </Step>

  <Step title="4">
    <strong>Add Custom Fields</strong>

    Click **Create custom field** to add additional text fields for any other information you need.
  </Step>

  <Step title="5">
    <strong>Set Required Fields</strong>

    Use the toggle next to each field to mark it as required or optional.
  </Step>

  <Step title="6">
    <strong>Add a Form Message</strong>

    Customize the message shown above your form to explain why you're collecting information.
  </Step>

  <Step title="7">
    <strong>Save</strong>

    Click **Save** to enable the form. Test it in your chat preview.
  </Step>
</Steps>

## Available Fields

| Field | Description |
|-------|-------------|
| **First Name** | User's first name |
| **Last Name** | User's last name |
| **Email** | 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:

1. A new spreadsheet is created with your chosen name
2. Each form submission adds a new row
3. Column headers match your selected fields

See [Google Sheets Integration](/docs/integrations/google-sheets) 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

1. Verify the form is enabled (toggle is on)
2. Make sure at least one field is selected
3. Clear browser cache and test in incognito

### Leads Not in Google Sheets

1. Check that Google Sheets was connected during setup
2. Click the Google Sheets icon to verify the spreadsheet exists
3. Re-create the form with Google Sheets connection if needed