What 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 this #
- View your agent in the dashhboard
- Go to Edit
- Open Lead Capture
- Find:
After a user has sent [N] messages
- Enter the number
Example #
Set trigger = 3 messages
If the user sends 3 messages, Agent starts asking:
- Name
- Phone
What happens after trigger #
- Fields are asked one by one
- Conversation continues after collection
- Data is saved in Contacts
Important Notes #
- Trigger is based on user messages only
- Fields are collected step-by-step (not all at once)
- Too low → may feel intrusive
- Too high → may miss leads
Tips #
- Use 2–4 messages for best results
- Align the trigger with your conversation flow
- Add a smooth transition message
Example:
“Before we continue, can I get a few details?”
Next, use Preview to test when lead capture gets triggered in your chat.
If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.
