For years, chatbots have been great at one thing — answering questions. But what if every conversation could also grow your business?
That’s what Lead Capture, our latest agentic action, is designed to do.
With Lead Capture agentic action, your CustomGPT.ai agent doesn’t just chat with visitors – it organically asks for their contact information and saves it for you. Every conversation becomes a lead.
No forms. No friction. Just real conversations that turn into real customers.
Why Lead Capture Changes Everything
Traditional chatbots provide answers, but they rarely capture opportunities. Visitors come, ask questions, and leave — often without leaving a trace.
Lead Capture fixes that. It helps your AI agent collect names, emails, and company details as part of the conversation.
What you Can do with Lead Capture
Collect emails without pop-ups
Your agent asks for contact details naturally during the conversation. No intrusive forms. No “before you continue” gates. Just authentic dialogue.
Never lose another interested visitor
Lead Capture ensures that every potential customer who reaches out is remembered — not lost in a chat log.
- If someone asks about pricing, your agent captures their email before they bounce.
- If a user has a technical question, that becomes a qualified lead.
- Even support chats turn into warm contacts your customer success team can follow up on.
Send leads straight to your CRM
You can connect Lead Capture through Zapier, so every new contact goes directly into Salesforce, HubSpot, or whichever CRM you use.
No manual entry. No copy-paste. Just a clean, automated pipeline.
Export leads anytime
You can download a spreadsheet with every contact your agent has collected — complete with names, emails, companies, and context.
Customize what your agent collects
You decide what matters:
- Just names and emails? Done.
- Need job titles, company size, and budget? Easy.
- Want to understand pain points? Add that to your agent’s prompts.
You’re in control of every detail your agent collects.
How We Use it at CustomGPT.ai
Here’s how we use it at CustomGPT.ai.
We became our own first users. Our website agent runs with Lead Capture enabled — it asks every visitor for their contact details, sends them straight to HubSpot through Zapier, and our sales team follows up from there.
The results: We’re capturing 3× more qualified leads than we ever did with traditional forms.
Conversations That Actually Feel Like Conversations
A visitor lands on your site and asks:
Visitor: “Do you integrate with Google Drive?”
Agent: “Yes! I can send you our integration guide if you’d like. What’s your email?”
Notice what didn’t happen:
- No “Fill out this form before we help you.”
- No pop-up blocking the chat.
- No gatekeeping information.
The agent helps first — then asks for contact info, just like a real person would. When visitors feel helped, not hunted, they’re happy to share their details.
That’s why it works.
How to Get Started
You can enable Lead Capture right now in your agent settings. Once it’s active, every conversation becomes a new opportunity — one you’ll never lose again.
Want the same setup we use? Check out our step-by-step guide on how we built our lead capture pipeline — from configuration to CRM integration.
Or, activate Lead Capture today and see how your chatbot can start growing your pipeline automatically.
Join the Conversation
See how other businesses are turning every website visitor into a qualified lead. Share your own success stories and learn from others in the community.
Join the CustomGPT.ai Slack Community — where every lead becomes an opportunity.
Frequently Asked Questions
What is the Lead Capture Agent and when should I use it?
The Lead Capture Agent is a new agentic action that asks visitors for their contact details—primarily name and email—directly within the chat. Use it whenever you want to turn engaged conversations into qualified contacts without breaking the conversational flow.
How do I activate the Lead Capture Agent “agentic action” in my project?
Open your project’s Actions page and enable Lead Capture agentic action. That’s it—no additional setup required.
Can the agent ask for contact details before a chat starts (pre‑chat form) vs. during/after the conversation?
Lead capture is always performed inside the conversation in a natural, conversational manner. Pre‑chat gating is not supported at this time.
What user details does it try to collect by default?
By default it focuses on name, email, phone and company. You can remove these goals and/or add new ones while setting up the Lead Capture agent.
Can I make specific details required to continue the conversation?
Not at this time. All details are optional for the user.
How does the agent decide when to ask for contact details without disrupting the conversation?
The agent typically prompts early and uses built‑in persuasion techniques to keep the request brief and context‑aware, minimizing disruption.
Will it ask again if the user refuses or ignores the prompt?
It may follow up politely later in the conversation, while avoiding a pushy experience.
Can I control the tone and persuasion level (e.g., friendly, concise, formal)?
Yes. Adjust your agent’s Persona to control tone, style, and how assertively it asks.
Does lead capture work in embedded widgets, mobile web, and desktop?
Yes. It works everywhere your CustomGPT.ai agent runs.
Will activating lead capture change response latency or chat performance?
No noticeable impact is expected.
How does it handle partial information or conflicting entries supplied by the user?
The agent will extract whatever contact details it can identify from the conversation and save them accordingly.
Can the agent prefill known details from previous chats or CRM records?
Not at this time.
How are leads stored, and where (data residency/region)?
Lead storage follows our security and data handling practices. See our policy: https://customgpt.ai/security/
How long are captured leads retained by default, and can I set custom retention?
Leads are retained indefinitely by default. Custom retention settings are not available yet.
Is the feature covered under CustomGPT.ai’s SOC 2 Type II controls?
Yes.
Can I tag leads with custom labels or pipeline stages?
Not at this time.
How do CSV exports work – what columns are included?
Exports include name, email, company, phone, user defined and other.
The user defined column includes all pieces of information you instructed the agent to collect.
The other column is a JSON object containing any additional relevant details that agent decided to capture.
Which Zapier actions are supported?
We provide a Lead Captured trigger you can use to send data to your CRM, email tool, or any Zapier‑connected app.
Can I trigger a welcome email, nurture sequence, or CRM workflow from a captured lead?
Yes- set this up in Zapier using the Lead Captured trigger.
Can I preview or test the capture flow in a sandbox before going live?
Yes. You can test the flow directly in the app before enabling it for production.
What happens if the user shares contact info unprompted—does the agent confirm and store it?
Yes. The agent recognizes contact details shared naturally and will confirm and store them.
Does the agent hand off to a human when a qualified lead is detected?
No. Human handoff is not part of this feature.
Can I set qualification rules (company size, region, product interest) before saving the lead?
Not at this time.
Which pricing tiers include the Lead Capture Agent?
Available on Premium plans and above.
Is the feature available during free trials?
Yes.
Are there usage caps?
No.
Turn every chat into a qualified lead
Meet the CustomGPT.ai lead capture agent – where real conversations create real customers.
Trusted by thousands of organizations worldwide
