How Lead Capture Works in HighEngage 

This lets your AI agent collect user details during a chat so you can follow up later. 

It turns conversations into leads without using separate forms. 

How it works  #

Lead capture is trigger-based. 

After a user sends a set number of messages, the agent starts asking for their details. 

Step 1: Set the trigger  #

1. View your agent in dashboard 

2. Go to Edit  

3. Open Lead Capture  

4. Set: 
   After a user has sent [N] messages  

This controls when lead collection starts. 

Step 2: Choose what to collect  #

Enable the fields you need: 

• Name  

• Email  

• Phone  

You can also: 

• Mark fields as Mandatory  

• Add Custom Fields  

Step 3: How collection happens  #

• The agent asks one question at a time  

• Users enter details directly in chat  

• Mandatory fields must be completed  

• Optional fields can be skipped  

Step 4: After collection  #

• Data is saved automatically  

• Stored in Contacts  

• Also visible in:  

• Inbox (user details)  

• Contacts module  

Optional settings  #

• Thank You Message → Show a confirmation message  

• Meeting Scheduling → Let users book a meeting after submission  

Important Notes  #

• Lead capture starts only after the defined message count  

• Runs inside the chat (no separate form)  

• Each agent has its own lead setup  

Example flow  #

1. User asks a few questions  

2. Lead capture is triggered  

3. Agent collects name → email → phone  

4. Shows a thank-you message  

5. Saves data in Contacts  

Next, go to Contacts to view and manage your captured leads.

If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.