Collect Leads Action
Set up automated lead collection with Chatlo AI agents to capture, qualify, and nurture potential customers through intelligent conversations.
Overview
The Collect Leads action enables your AI agent to automatically identify potential customers, gather their contact information, qualify their interest level, and route qualified leads to your sales team.
🎯 Benefits
- • 24/7 lead capture
- • Automated qualification
- • Higher conversion rates
- • Reduced manual work
⚡ Features
- • Smart lead detection
- • Progressive profiling
- • Lead scoring
- • CRM integration
🎯 Use Cases
- • Sales inquiries
- • Demo requests
- • Newsletter signups
- • Consultation bookings
Requirements
Prerequisites
- ✓Active Chatlo account with AI agent
- ✓Configured AI agent with knowledge base
- ✓CRM or lead management system (optional)
- ✓Email notification setup (optional)
Technical Requirements
- •Webhook endpoint (for real-time sync)
- •API integration access
- •Data storage configuration
- •Lead validation rules
Step-by-Step Setup Guide
Access AI Actions Settings
Navigate to the AI Actions section in your Chatlo dashboard to configure lead collection.
- Log in to your Chatlo dashboard
- Go to "AI Actions" → "Lead Collection"
- Click "Create New Lead Collection Action"
- Choose "Collect Leads" from the action types
- Enter a descriptive name for your action
Note: You can create multiple lead collection actions for different purposes.
Configure Lead Detection
Set up triggers and conditions for when the AI should initiate lead collection.
- Define trigger keywords (e.g., "pricing", "demo", "quote")
- Set conversation context requirements
- Configure intent detection thresholds
- Define timing rules for lead collection
- Set up fallback conditions
Tip: Use natural language patterns that indicate buying intent.
Design Lead Collection Flow
Create the conversation flow for collecting lead information naturally.
- Design the initial lead qualification questions
- Map out progressive information collection
- Create conditional branches based on responses
- Design confirmation and thank you messages
- Set up lead scoring criteria
Success: Keep the flow conversational and avoid being too pushy.
Configure Data Fields
Define what information to collect from potential leads.
- Set up required fields (name, email, company)
- Configure optional fields (phone, budget, timeline)
- Define field validation rules
- Set up data format requirements
- Create custom fields for specific needs
Recommendation: Start with essential fields and add more based on qualification needs.
Set Up Lead Scoring
Configure automated lead scoring to prioritize high-quality leads.
- Define scoring criteria (company size, budget, urgency)
- Set point values for different responses
- Configure threshold levels (cold, warm, hot)
- Set up qualification questions
- Create scoring rules and calculations
Pro Tip: Use both demographic and behavioral scoring for better accuracy.
Configure Notifications
Set up alerts and notifications for when leads are collected.
- Configure email notifications for new leads
- Set up SMS alerts for high-value leads
- Define notification rules based on lead score
- Set up CRM integration notifications
- Configure webhook notifications
Alert Time: Notifications are sent immediately upon lead collection.
Test Lead Collection
Verify that your lead collection is working correctly.
- Test the conversation flow with sample interactions
- Verify data collection accuracy
- Check lead scoring calculations
- Test notification delivery
- Review lead storage and organization
Testing: Use different scenarios to ensure robust lead collection.
Monitor and Optimize
Continuously monitor performance and optimize your lead collection.
- Review lead quality and conversion rates
- Monitor conversation completion rates
- Analyze lead scoring accuracy
- Optimize conversation flows based on data
- A/B test different approaches
Best Practice: Review and optimize monthly for better lead quality.
Lead Collection Best Practices
🎯 Qualification Strategies
- • Ask qualifying questions early
- • Use progressive profiling
- • Focus on buying intent signals
- • Validate contact information
- • Assess budget and timeline
💬 Conversation Tips
- • Keep it conversational
- • Provide value first
- • Use natural language
- • Respect user privacy
- • Offer opt-out options
Advanced Features
Smart Routing
Automatically route leads to the right sales representatives.
- • Geographic-based routing
- • Product-specific assignment
- • Lead score-based distribution
- • Round-robin assignment
Progressive Profiling
Collect additional information over multiple interactions.
- • Remember previous interactions
- • Build complete customer profiles
- • Avoid repetitive questions
- • Personalize future conversations
Lead Nurturing
Automatically nurture leads that aren't ready to buy.
- • Automated follow-up sequences
- • Educational content delivery
- • Re-engagement campaigns
- • Timing-based nurturing
Troubleshooting
Low Conversion Rates
Optimize conversation flow and timing.
- • Review conversation flow for friction points
- • Test different timing for lead collection
- • Simplify the information collection process
- • Provide more value before asking for information
Poor Lead Quality
Refine qualification criteria and questions.
- • Adjust lead scoring criteria
- • Add more qualifying questions
- • Improve intent detection accuracy
- • Validate contact information quality
Notification Issues
Check notification settings and delivery.
- • Verify email notification settings
- • Check webhook endpoint configuration
- • Test notification delivery
- • Review notification filtering rules
Next Steps
Now that your lead collection is active, here are some ways to maximize its effectiveness:
📊 Analytics
Monitor lead quality and conversion metrics
🎯 Optimization
Refine conversation flows based on performance data
🔄 Integration
Connect with CRM and marketing automation tools