Skip to content
HighEngage

Getting started

8
  • Navigating the HighEngage Interface
  • Overview of the HighEngage Dashboard 
  • Logging in to HighEngage
  • Understanding the 7-Day Free Trial in HighEngage 
  • Creating Your HighEngage Account
  • How HighEngage AI Agents Work 
  • Signing Up with Google vs Email
  • What is HighEngage? 

Onboarding & Setup

12
  • Sharing Agents With Your Team 
  • Collaboration 
  • Installing HighEngage on WordPress 
  • Embedding the AI Chat Widget 
  • Deployment & Installation 
  • Previewing Your AI Agent 
  • Understanding Agent Status (Active vs Disabled) 
  • Editing an Existing Agent 
  • Agent Management 
  • Setting Up Your New AI Agent 
  • Completing the HighEngage Onboarding Wizard 
  • Choosing Your Use Case Template 

Personalizing Your AI Chatbot

10
  • Opening Chat by Default 
  • Adding Privacy Policy Links 
  • Adding Contact Page Links 
  • Customizing Chat Input Placeholder Text 
  • Configuring Supported Languages 
  • Setting Chat Font Size 
  • Changing Chat Theme Colours 
  • Choosing Widget Icons 
  • Setting the Chat Widget Avatar 
  • Customizing Your Agent Name and Description 

Training Your AI Agent (Knowledge Base)

10
  • Fixing AI Answers When Data Is Incorrect 
  • How the “Refresh Agent” Training Process Works 
  • Understanding Data States: New, Trained, Removed 
  • Using Google Drive as a Data Source 
  • Creating Custom Q&A for Your Agent 
  • Re-Crawling Website Data 
  • Crawling an Entire Website vs Single Page 
  • Training Your Agent with Website URLs 
  • Adding Files to Train Your AI Agent 
  • How AI Knowledge Training Works in HighEngage 

Configuring AI Behavior

4
  • Writing Effective System Prompts 
  • Setting the AI Agent Role 
  • Understanding AI Model Performance vs Cost 
  • Configuring AI Behavior 

Chat Messages & Interaction Settings

12
  • Configuring Message-Level Avatar 
  • Automatically Restarting Chats After Inactivity 
  • Allowing Users to Restart Chats 
  • Setting Message Character Limits 
  • Changing Prompt Display Position 
  • Adding Custom Links to Chat 
  • Making Example Questions Disappear After First Message 
  • Adding Example Questions to Guide Users 
  • Changing Time Format in Chat 
  • Enabling Automatic Greetings 
  • Customizing the “No Data Found” Response 
  • Setting the Intro Message 

Lead Capture & Visitor Data

7
  • Viewing Captured Leads 
  • Customizing the Lead Thank-You Message 
  • Making Lead Fields Mandatory 
  • Creating Custom Lead Fields 
  • Collecting Name, Email, and Phone 
  • When Lead Capture Is Triggered 
  • How Lead Capture Works in HighEngage 

Human Handover & Escalation

6
  • Receiving Escalation Emails 
  • Customizing Escalation Messages 
  • Escalating After Message Threshold 
  • Escalating After Multiple Failed AI Responses 
  • Allowing Users to Request Human Assistance 
  • Enabling Human Support Escalation 

Feedback & Chat Ratings

7
  • Viewing Feedback Analytics 
  • Collecting Feedback from Idle Chats 
  • Triggering Post-Chat Surveys 
  • Configuring Negative Feedback Responses 
  • Customizing Survey Questions 
  • Collecting Conversation Ratings 
  • Enabling Message-Level Feedback 

Security & Safety

4
  • Customizing Rate Limit Messages 
  • Setting Chat Request Rate Limits 
  • Enabling Abuse Reporting 
  • Restricting Chatbot in Allowed Domains 

Troubleshooting & Best Practices

7
  • Chat Widget Not Loading on My Website 
  • Human Escalation Not Working 
  • Lead Capture Not Triggering 
  • Refresh Agent Not Updating Responses 
  • My Website Crawl didn’t Work 
  • AI Is Giving Incorrect Answers 
  • Why My AI Agent Is Not Answering Questions 

Deployment

3
  • Installing HighEngage on Your Web Application 
  • Installing HighEngage on WordPress 
  • Embedding the Chat Widget 

Account & Billing

2
  • Understanding Free Trial Limits 
  • Managing Your Subscription 

Integrations

6
  • Zoho Sprints Integration
  • Pipedrive Integration
  • Google Drive Integration
  • Calendly Integration
  • HubSpot Integration
  • Integrations
View Categories
  • Home
  • help
  • Troubleshooting & Best Practices
  • Lead Capture Not Triggering 

Lead Capture Not Triggering 

2 min read

Your chatbot is not asking for user details during the conversation. 

This usually happens due to trigger settings or field configuration. 

1. Check the trigger setting  #

  1. View the agent → edit → Lead Capture 
  1. Find: 
    After a user has sent [N] messages  

Fix: 

  • Make sure a number is set  
  • Try a lower value (e.g., 2–3 messages)  

2. Not enough user messages  #

Important: 
Only user messages are counted. 

Example: 

  • User sends 1 message → not triggered  
  • Agent replies → not counted  

Fix: 

  • Send enough user messages to reach the trigger  

3. Lead fields are not enabled  #

Check 

  • Name  
  • Email  
  • Phone  
  • Custom Fields  

If none are enabled → nothing will trigger 

Fix: 

  • Enable at least one field  

4. Conversation already started  #

Problem 

  • Lead capture doesn’t re-trigger mid-session  

Fix: 

  • Restart the chat  
  • Or open a new session  

5. Conflict with other flows  #

Example 

  • Human handover triggered early  
  • Chat restarted  

Fix: 

  • Check if other triggers are interrupting the flow  

6. Testing in wrong order  #

Correct test flow: 

  1. Open chat  
  1. Send messages  
  1. Wait for trigger  
  1. Then check lead capture  

Quick checklist  #

  • Trigger message count set  
  • Enough user messages sent  
  • Fields enabled  
  • Changes saved  
  • New chat session used  

Tip  #

Set trigger to 2 messages while testing. 
Once confirmed, adjust it to your preferred value. 

Next, test your agent in Preview by sending a few messages and checking when lead capture starts. 

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

What are your Feelings

  • Happy
  • Normal
  • Sad

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
Table of Contents
  • 1. Check the trigger setting 
  • 2. Not enough user messages 
  • 3. Lead fields are not enabled 
  • 4. Conversation already started 
  • 5. Conflict with other flows 
  • 6. Testing in wrong order 
  • Quick checklist 
  • Tip 
HighEngage

All rights reserved