Capturing Leads
Set up lead forms to collect visitor names, emails, and custom fields before or during chat.
Capturing Leads
Suppabot can collect visitor contact information through an optional lead form. Captured leads are stored in your dashboard, exportable to CSV, and can trigger email or Slack notifications.
What is a lead form
The lead form is a short form the chat widget presents to visitors. It collects contact details so you can follow up after the conversation. Fields include:
- Name
- Email address
- Phone number
- Company
- Job title
All fields are optional by default — you decide which ones to show and which to require.
Setting up the lead form
- Go to Dashboard → your website → Lead Form.
- Toggle on each field you want to collect.
- For each enabled field, choose whether it is Required or Optional.
- Drag fields to reorder them.
- Click Save.
When the form appears
You can choose when visitors see the form:
Before chat — The visitor must fill in the form before sending their first message. Maximizes data capture but adds friction. Best for high-intent audiences (e.g. pricing pages, demo request flows).
After first message — The visitor can start chatting immediately. The form appears after they send their first message. Lower friction, still captures most leads. Recommended for general support chatbots.
Configure this under Dashboard → Lead Form → Timing.
Viewing captured leads
Go to Dashboard → Leads. The table shows:
| Column | Description |
|---|---|
| Name | Visitor's name (if provided) |
| Email address | |
| Company | Company name (if provided) |
| Chatbot | Which website/chatbot captured the lead |
| Date | When the lead was captured |
Click any row to see the full visitor profile, including their conversation transcript.
Exporting leads
- Go to Dashboard → Leads.
- Click Export CSV.
- A CSV file downloads immediately with all leads, including all collected fields and timestamps.
Use this for one-time CRM imports or to share leads with a sales team. For automated syncing, use Webhooks to send lead data to your CRM in real time.
Lead notifications
Get an email whenever a new lead is captured:
- Go to Dashboard → Settings → Notifications.
- Toggle New lead captured on.
- Enter the email address that should receive notifications.
- Click Save.
You can enter multiple email addresses separated by commas. Notifications are sent immediately when the lead form is submitted.
If you have the Slack integration set up, you can also receive lead notifications in a Slack channel. See Integrations.
Tips for better lead capture
- Keep the form short. Name and email are usually enough. Every additional required field reduces submission rates.
- Use the "after first message" timing unless you have a specific reason to gate the chat. Visitors are more willing to share contact info after they've seen value from the AI.
- Match form fields to your sales process. If your team qualifies by company size or job title, collect those fields here rather than asking manually later.
- Export regularly or use webhooks. Leads are stored in Suppabot, but your CRM is the source of truth for sales pipeline management.