Leads tie a name, email or phone to the chat that prompted it. Use them for sales follow-up, support callbacks or quote requests the agent collected.
Lead capture must be enabled on the agent and allowed on your plan. If the form never appears live, see Lead capture not appearing.
Review leads
- Open the website and confirm lead capture is on in Assistant settings
- Go to Leads in the site navigation
- Sort or scan for new entries since your last visit
- Open a lead to read contact fields and jump to the related conversation
- Configure email notifications in Account if alerts should ping your team
Follow-up hygiene
- Reply from your CRM using the conversation context, not only the email field
- Test capture in Preview agent after changing form fields or triggers
- GDPR and consent copy on your site still apply — Amevia stores what visitors submit