📇 Lead Capture and Management
Lead Capture allows your AI agent to automatically collect essential contact details — including name, email, and phone number — from users during live conversations. This ensures your business can follow up, qualify leads, or route users to the right destination based on accurate, real-time data. Lead Capture is located under the Tools tab and works seamlessly across all your deployed agents.✅ What This Tool Enables
- Prompt users during conversations to share their contact details
- Automatically collect amd store leads with name, email, and phone number
- Ensure no incomplete data: the agent asks for any missing fields
- Personalize your lead request message using custom instructions
- View and manage all captured leads in one place
- Use captured data in campaigns
💡 Ideal For
- Sales teams qualifying inbound prospects
- Support teams needing user details for follow-up
- Marketers running outreach or activation campaigns
- Any business that wants to convert conversations into actionable leads
🔧 How to Set Up
- Go to Tools and Integrations in your Wittify dashboard
- Scroll to Leads Capture and toggle it to Active
- Add a custom prompt in the Additional Instructions field (optional) ✏️ Example: “Could you please share your email and phone number so we can assist you further?”
- Click Save Changes to activate
🔍 How It Works
- When the agent starts a conversation, it asks the user to provide their name, email, and phone number
- If the user skips any field, the agent will automatically request the missing information
- All captured data is stored securely and can be accessed through Captured Leads and can be used for Campaigns
📥 Managing Captured Leads
Once Lead Capture is enabled and users share their info, their details will appear in the Captured Leads tab There, you can:- View collected leads with timestamps