Lead capture
AI Chatbot Lead Capture: Names, Phones and Emails Saved for You
When a visitor leaves a phone number or email, or fills the details form the agent offers, Clipaist Agent saves it as a lead with their message, emails you at once, and merges repeat enquiries within 24 hours. Export the list as CSV or move leads through a simple pipeline.
New · 2
Contacted · 1
Qualified · 1
A chat that only answers questions saves time. A chat that also keeps the contact details of interested people brings in business.
The agent asks for details after it has helped, or when it cannot answer, so the visitor leaves with an answer and you keep the lead.
- Phone or email captured in chat
- Alert email to the address you choose
- Duplicate enquiries merged for 24 hours
- Pipeline stages and notes
- CSV export and delete
Leads with context
Each lead keeps the visitor’s message, the channel, the time and the conversation, so your first reply can refer to what they asked.
Instant alerts and no duplicates
An alert goes to the email you choose in Settings. A repeat enquiry from the same email or phone within 24 hours updates one lead instead of creating a duplicate.
Pipeline and export
Move leads across stages (new, contacted, qualified, won, lost) and add private notes. Export everything as CSV or delete a lead when you no longer need it.
Frequently asked questions
Where do leads go?
Into the Leads and Pipeline views of your panel and to your alert email. Export them as CSV any time.
Can leads go into my CRM?
Export CSV today. Direct CRM connections are available as a custom project via [email protected].
How long are leads kept?
Until you delete them. Chat transcripts follow your retention setting.
More features
Shared inbox and handoffs
Website chats and social messages in one place. The agent replies; you step in when it matters.
Read more →No invented prices
Prices, phones and links are checked against your information before a customer sees them.
Read more →Train it on your website
Paste your address. It reads your pages, price list and FAQ and answers only from them.
Read more →Let your website start answering customers today.
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