Lead Capture
Automatically collect visitor contact information — name, email, and phone number — during a conversation. UCrew's AI detects the right moment to ask and stores the lead for you.
What Lead Capture Does
Name
Visitor's full name or first name
Email Address
Their email so you can follow up
Phone Number
Mobile or WhatsApp number
How to Set It Up
Go to Your Agent's Actions Tab
Open your UCrew Dashboard → click your agent → click the Actions tab at the top.
Create a New Lead Capture Action
Click New Action, then choose Lead Capture from the action types.
Each agent can have multiple Lead Capture actions — for example, one for general inquiries and another triggered only by visitors asking about pricing.
Choose What to Collect
Toggle on the fields you want to collect:
- Name — First or full name
- Email Address — Required if you plan to do email follow-ups
- Phone Number — Useful if you want to reach them on WhatsApp
Only collect what you actually need. Asking for too many fields at once reduces completion rates. Email alone is often enough.
Set a Trigger
Choose when this action fires:
Keyword Match
The action fires when the visitor's message contains specific words. Enter the words separated by commas — for example:contact, reach you, talk to someone, get in touch
AI Intent Detection
The AI reads the intent of the message and decides when to trigger. More accurate but relies on the AI's judgment. Best for natural conversation flows where exact keywords won't always appear.
If you use keyword matching, make sure the keywords don't accidentally trigger for common words. Test it after setup.
Write a Success Message
This is what the bot says after successfully collecting the contact details. Keep it friendly and set expectations:
"Thanks! We've got your details and someone from the team will reach out within 24 hours."
Mention how soon they'll hear back. "We'll contact you shortly" is vague — "within 24 hours" builds trust.
Set a Webhook (Optional)
If you want leads sent to your CRM, Google Sheets, or any other tool in real time, paste in a webhook URL.
What gets sent
UCrew POSTs a JSON payload with the visitor's collected fields (name, email, phone), the conversation ID, and a timestamp.
Don't have a webhook? Services like Zapier, Make (Integromat), or n8n let you receive webhooks and forward them anywhere — no coding needed.
Save and Test
Click Save Action. Then open Test Chatin your dashboard and type a message that should trigger it — like "I'd like to get in touch".The bot should ask for your name (or whichever fields you enabled).
Check your Leads list (in the dashboard sidebar) after testing — the contact details should appear there within seconds.
Common Questions
Where do I see the collected leads?
In your UCrew Dashboard, click Leads in the left sidebar. Each lead shows the name, email, phone, the conversation it came from, and the date collected.
Can I export my leads?
Yes — in the Leads section, click Export to download a CSV file with all your leads.
What if the visitor refuses to share their info?
The bot won't push — if the visitor declines or doesn't respond with contact info, the action ends gracefully and the conversation continues normally.
Can I have multiple lead capture actions on the same agent?
Yes. Each action can have different triggers and collect different fields. For example, one for pricing inquiries (ask for email only) and another for support requests (ask for email + phone).