Choose when to ask
Open Appearance, then Lead capture.
- Only when they want a person: visitors chat straight away, and Chati asks for details when they ask for a person or nobody is free. Most businesses choose this.
- Before the chat: visitors fill in the form before they can type. Best when every enquiry needs details, such as solicitors or recruitment.
- After the first answer: Chati answers the first question, then asks for details to carry on. This keeps more visitors than asking up front.
You can also let visitors skip the form, always ask outside opening hours, and skip the form for returning visitors. The numbers on the right show how often the form is completed, skipped or the visitor leaves.
Choose the fields
Add, remove and reorder fields, and choose which are required. Answers are saved to the lead and shown to your team in the Inbox.
Consent
Set a privacy message, and choose whether visitors must tick it. You can also ask permission to send news and offers, with your own wording. Visitors who don’t tick the opt-in aren’t marked as agreeing to marketing.
Where leads go
Every lead appears on the Leads page, linked to its chat, and you can mark it as new, contacted, won or lost. To send leads to your CRM automatically, see Send leads and chats to other apps.