Embedded Files
Introduction
Lead Capturing allows your AI agent to collect and store user details during conversations or through forms.
Instead of relying only on static contact forms or manual follow-ups, Exei lets you capture leads naturally—either within the conversation or via a dedicated form—while giving admins full control over when and how leads are collected.
All captured leads from every channel are stored in one centralized place.
What Lead Capturing Does
When Lead Capturing is enabled:
The AI can collect user details automatically
Leads are saved in a structured format
Data is accessible from a single Leads section
Leads can be captured across all channels
This helps sales and operations teams track and follow up on potential customers efficiently.
Two Ways to Capture Leads
Exei supports two different methods for capturing leads. You can use either or both, depending on your use case.
1. Lead Capturing in Conversation
In conversational lead capturing, the AI collects lead details naturally during the chat.
How it works:
The AI identifies high-intent users
It asks for details during the conversation
Information is collected step by step
Information collected:
Name
Email address
This method feels natural and works well when users are already engaged in a conversation.
2. Lead Capturing via Form
Lead capturing via form allows you to collect leads using a structured input form.
How it works:
The AI presents a lead capture form to the user
The user fills in the required details
The lead is saved once the form is submitted
Information collected via form:
Name
Email address
Phone number
Forms are useful when you need more complete contact details or want a clear handoff to sales teams.
Admin Control Over Lead Capturing
Admins have full control over lead capturing behavior.
From AI Actions → Lead Capturing, admins can:
Enable or disable lead capturing entirely
Choose whether to use conversational capture, form-based capture, or both
This ensures lead collection aligns with business and compliance requirements.
Where Leads Are Stored
All leads captured across all channels are stored in one place.
The Leads section includes leads collected from:
Website chat
Website voice
Shopify storefront
VoIP (toll-free calls)
Test AI Agent (Playground testing)
Regardless of where the lead is captured, it appears in a single, unified Leads view.
What You Can Do in the Leads Section
From the Leads section, you can:
View all captured leads
See which channel the lead came from
Access the source conversation
Track when the lead was captured
This gives teams full context when following up.
How to Test Lead Capturing
To test lead capturing:
Open Test AI Agent
Simulate a high-intent conversation
Complete lead capture (via conversation or form)
Verify the lead appears in the Leads section
Testing ensures everything works as expected before going live.
Notifications for New Leads
You can configure notifications for newly captured leads.
From Settings → Notification Settings, admins can:
Add recipient email addresses
Enable alerts for new leads
This ensures the right teams are notified as soon as a lead is captured.
Best Practices for Lead Capturing
Use conversational capture for engaged users
Use forms when phone numbers are required
Enable lead capture only when it makes sense for your use case
Review captured leads regularly
Good lead capture feels helpful, not intrusive.
What’s Next?
Once lead capturing is set up, you can automate additional workflows.
Next User Guides:
Page updated
Report abuse