AI Chatbot Lead Management
Control the lead prompt and manage visitor email addresses captured during chat.
Capture and notify
Lead capture is enabled by setting the visitor-message threshold in Bot Settings. When a visitor submits an email, the lead is linked to its chat session.
In Webhooks, enter up to 20 valid comma-separated notification email addresses to receive a message for each new lead.
Manage leads
- Review captured date and session message count.
- Open the related conversation when it still exists.
- Export all bot leads as CSV.
- Delete an individual lead without deleting its related conversation.
Why chatbot lead capture matters
A chat widget often talks to a visitor at the exact moment they are deciding whether your product fits their need. Capturing an email address during that conversation turns an anonymous session into a contact you can follow up with through K2Mailer or PushWave, instead of losing the visitor the moment they close the tab.
Because the lead is linked to its chat session, your sales or support team can read the full conversation before replying, so the first follow-up email or call references what the visitor actually asked instead of a generic greeting. That context is usually the difference between a reply and a lead that goes cold.
Getting more value from captured leads
Export leads regularly and bring them into a K2Mailer list so they receive a proper welcome sequence, segmented by the bot they came from or the topic they asked about. Pairing chat leads with auto follow-ups or a drip series keeps the conversation going without manual work.
Review the notification emails sent to your team for accuracy. If the same question keeps triggering a lead prompt, that is a signal to expand the bot knowledge base so fewer visitors need a human reply at all, while still capturing the ones who do.
Frequently asked questions
- How many notification addresses can I add?
- Up to 20 valid, comma-separated email addresses can receive a message for every new lead captured by a bot.
- Can I delete a lead without losing the conversation?
- Yes. Deleting a lead removes the lead record only; the related conversation stays available if it still exists.
- Does lead capture work the same on every bot?
- Each bot has its own visitor-message threshold in Bot Settings, so capture timing can differ between a sales bot and a support bot.
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