Capturing customer details | AIssie

Capturing customer detailsGetting a name and a number out of a conversation, and where they end up.Asking for details and saving them are two different settings, and having one without the other is the commonest setup mistake here. The goals under Chat & Voice Settings make your assistant ASK; lead capture is what SAVES what it is told.How to do it

Open Leads › Settings and turn lead capture on.

Choose which details to ask for — name, phone, email, what they need.

Choose who gets told when one comes in. An email per lead to whoever answers the phone is usually right; a daily summary is usually not.

Under Chat & Voice Settings, make sure a goal like "take their details" is chosen.

Leads from every channel land in the same place, with the conversation they came from attached, so you can read what was actually said before you ring back.If you use a CRM, connect it under Integrations and leads are pushed there as well.Where this is in your dashboard

Open Leads

Open Chat Settings

Frequently asked questionsIt asks for details but nothing is saved.Lead capture is off. Turn it on under Leads › Settings — the goal only makes it ask.Can I export them?Yes, from the Leads screen. Account owners can also export everything the account holds.Related

chat instructions

read conversations

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