Lead Capture & Visitor Data
Viewing Captured Leads
Last Updated: June 4, 2026This lets you view and manage all user details collected by your agent. It helps you track leads and take follow-up actions. Steps You’ll see a list of all captured leads. What you can view Each contact includes: How leads are created Leads are added when users: Search and filter Export leads Useful for: Important Notes ...
Customizing the Lead Thank-You Message
Last Updated: June 4, 2026This lets you show a confirmation message after a user submits their details. It reassures users and tells them what happens next. Steps How it works When to use Important Notes Tips Next, use Preview to see how your thank-you message appears after lead submission. If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.
Making Lead Fields Mandatory
Last Updated: June 4, 2026What this does This lets you require users to provide specific details before continuing the chat. It ensures you capture essential information during lead collection. Steps How it works Example If Email is set as mandatory: Important Notes Tips Example: “Just need a couple of details to help you better.” Next, use Preview to test how mandatory fields behave in...
Creating Custom Lead Fields
Last Updated: June 4, 2026What this does This lets you collect additional details beyond Name, Email, and Phone. It helps you capture more useful information based on your business needs. Steps How it works Examples Important Notes Tips Next, use Preview to test if your custom fields appear and work correctly. If you have any questions, concerns, or need further clarification, please contact support@highengage.com for...
Collecting Name, Email, and Phone
Last Updated: June 4, 2026What this does This lets your AI agent collect basic user details during a chat for follow-up and tracking. It helps you turn conversations into actionable leads. Steps How it works Field behavior Optional controls Important Notes Tips Example: “Can I get your details to help you better?” Next, go to Contacts to view and manage captured user...
When Lead Capture Is Triggered
Last Updated: June 4, 2026What this does This controls when your AI starts asking users for their details during a conversation. Setting the right timing helps you collect leads without interrupting the flow. How it works Lead capture is triggered based on user message count. Once the user sends a set number of messages, the agent begins collecting details. Where to set...
How Lead Capture Works in HighEngage
Last Updated: June 4, 2026This 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 This controls when lead collection starts. ...