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Lead Capture

Lead Capture lets your AI agent collect a visitor’s contact details in the flow of conversation — no forms. The agent helps first, then asks for details at a natural moment, qualifies the lead with an AI-written summary, and everyone captured shows up on the People page.
Lead Capture and the People page are a Pro feature. On the Free and Base plans the tab and page are locked with an upgrade prompt.

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How it works

When enabled for an agent, Lead Capture behaves like transfer-to-human — a prompt-driven capability the agent decides when to use:
  1. Help first. The agent answers the visitor’s question and delivers value.
  2. Ask naturally. At a good moment (usually right after being helpful) it asks for the details you configured — one at a time, never on the first message.
  3. Validate & consent. It only accepts a properly formatted email, and — when consent is required — asks for a clear “yes” before recording (GDPR).
  4. Record & qualify. The lead is saved with the captured fields and a short AI qualification summary, and the person is promoted from Visitor to Lead.

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Configuring an agent

Open an agent → Lead Capture tab:
  • Enable lead capture — the master toggle.
  • What to collect — pick the standard fields (email, name, company, phone) and add your own custom fields (with optional allowed values). Tap the optional / required pill on any field to control whether the agent insists on it before recording. Email is always required.
  • Require consent (GDPR) — the agent must get an explicit “yes” before recording. Recommended.
  • Guidance — optional freeform steer for when and how the agent asks (e.g. “be more proactive on the pricing page”).
Routing (assign-to / CRM sync / Slack) is shown as Coming soon — the config is saved for a future release but nothing is sent anywhere yet.

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The People page

People in the sidebar is an org-wide view of everyone your agents have touched:
  • KPI strip — total people, new leads (7d), customers.
  • Stage tabs — All / Visitors / Leads / Customers.
  • Search — by name, email or company.
  • Detail drawer — captured attributes, the AI qualification summary, the page a lead converted on, conversation history, and a Mark as customer action.
If a returning visitor gives an email that already belongs to another person, the two profiles are automatically merged into one — history, sessions and captured details are combined, so you never see duplicate leads.

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Configure from the CLI

You can also configure lead capture with the ChatterMate CLI: 
# Turn it on and choose which details to collect
chattermate lead-capture set <agent-id> --enable --fields email,name,company

# Mark extra fields required and require consent
chattermate lead-capture set <agent-id> --required email,company --consent

# Show the current configuration
chattermate lead-capture show <agent-id>

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Lifecycle stages

Visitor

Anyone who has chatted but not shared qualifying details yet.

Lead

Set automatically once the agent records a qualifying capture (valid email + consent).

Customer

A manual promotion from the People detail drawer when a lead converts.