Lead Capture Chatbot Template
An AI chatbot that engages website visitors, answers product questions, and captures qualified leads around the clock.
How it works
Place the chatbot on your website to engage visitors, answer their product questions from your content, and collect contact information (name, email, phone, company) from interested prospects. The AI qualifies leads based on their questions and routes high-intent visitors to your sales team.
Sample conversations
What does your product do?
How much does it cost?
Can I see a demo?
Do you integrate with Salesforce?
Is there a free trial?
How is this different from [competitor]?
What this template includes
Customizable lead capture form (name, email, phone, company)
AI answers product questions from your content
Lead qualification based on conversation signals
CRM integration via Zapier or webhooks
After-hours lead capture when sales is offline
Conversation transcripts sent to sales
Key benefits
Example system prompt
Customize this prompt with your company name, tone, and specific instructions. Chatsy lets you edit the system prompt for any chatbot.
Implementation guide
Upload your product documentation, pricing pages, feature comparisons, and any sales collateral your team uses. The AI needs the same information your sales reps reference during calls. Include competitor comparison content if you have it — prospects frequently ask how you differ from alternatives, and the AI should handle these questions confidently.
Configuring Lead Qualification Logic
Design your lead capture form to collect the fields your sales team actually uses for qualification. At minimum, collect name, email, and company size. Add optional fields like timeline, budget range, and current solution to enable lead scoring. Configure the AI to naturally weave these questions into conversation rather than presenting a rigid form — ask about their use case first, then request contact info after providing value.
Optimizing Conversion Rate
Place the chatbot on high-intent pages: pricing, features, and comparison pages. On these pages, configure a proactive greeting like "Have questions about pricing? I can help." A/B test different greeting messages and measure the contact capture rate. Most teams see the best results with a 10-15 second delay before the proactive message appears. Avoid triggering on blog posts or documentation pages where visitors have informational, not purchase, intent.
Expected results
Best for
Frequently asked questions
Does the chatbot integrate with my CRM?
Yes. Chatsy integrates with HubSpot, Salesforce, and 5,000+ apps via Zapier. Lead data and conversation transcripts can be automatically synced to your CRM.
Can I customize which fields are collected?
Yes. You can configure the lead capture form to collect name, email, phone, company, and custom fields based on your qualification criteria.
Does this template integrate with my CRM?
Yes. Chatsy integrates with popular CRMs like HubSpot and Salesforce. Captured lead data is automatically synced to your CRM in real time.