The Lead Generation feature helps you grow your subscriber list through conversations. It allows you to configure when and how customer details are collected during interactions with the AI assistant.
You can decide when to ask for details and in which message it should appear.
During lead collection, the input console will remain hidden until the customer either provides their details or chooses to skip.
If a customer’s details were already collected previously, the assistant will not ask again.
In some cases (e.g., Agent handover), collected details such as email and phone number will be pre-populated for confirmation.
Recommended: Collect leads after 5 messages and make it optional to minimize friction in the customer journey.
Details That Can Be Collected
You can configure what details should be collected (except in contact forms where leads are always collected):
Phone number – Includes country code selection with a searchable dropdown.
Email
By default, Email will be selected
When to Ask
Towards the beginning of the conversation
Configure the assistant to ask after a specific number of messages (from 1 to 5).
Options for giving details:
Optional – Customers can skip. If skipped on the home page, the lead prompt will reappear on other pages.
Mandatory – Customers must provide details before continuing.
Before recommending products after a quiz
Leads will be collected right before showing product recommendations from the Smart AI Quiz.
By default, neither option will be selected.
Places Where Leads Are Collected
Starting the conversation – If enabled, the assistant asks for details after the configured number of messages.
Before recommending products (Quiz) – Lead collection happens before quiz product suggestions.
Additional lead collection points include:
AI Nudges – For offers (direct rewards, spin-the-wheel rewards, or minimum purchase rewards), you can require leads before granting offers.
Enable via:
AI Nudges→ Any Nudge → Message → Offers → Collect leads before distributing rewards
Custom Quiz – Leads can be collected before product recommendations.
Enable via:
Interactive Content → Conversations → AI-powered Quiz Builder → Collect leads before recommending products
Agent Handover – Leads are required for certain handover options (e.g., Contact Form, Report an Issue).
Enable via:
Customise→ Agent Handover → Support Request → Collect from User (Phone number / Email)
Out-of-stock inquiries – If a product is unavailable, the assistant will automatically prompt customers to leave their details for updates if they asked about stock availability. (No configuration needed.)
How to Configure Lead Collection
Go to Customise → Behaviour in the Manifest dashboard.
Select Lead Generation.
Choose the details to collect (Email or Phone Number).
Enable When to Ask (choose beginning of conversation, quiz, or both).
If enabling "Towards the beginning of the conversation," set:
After how many messages (1–5)
Whether providing details is optional or mandatory
Click Save Changes.
Configure lead collection in other areas (Nudges, Quiz, Agent Handover) as needed.
Analytics and Reports
Track and manage leads easily:
View leads collected in:
Analytics → Customer Support → Agent Support Requests and Leads Collection → Total Leads CollectedExport leads anytime by clicking Download Leads Report.
FAQs
1) What happens if the customer has already provided their details?
If the lead is already collected, the system will not ask for it again. In some cases (like agent handover), the email and phone number will be pre-populated for confirmation.
2) Can I make lead collection mandatory?
Yes. You can configure it as Optional (customers can skip) or Mandatory (customers must provide details before continuing).
3) Do I need to configure out-of-stock lead collection separately?
No. Out-of-stock lead collection happens automatically when a customer inquires about stock availability.
4) Can I preview how lead collection will appear to customers?
Yes. A preview will be displayed for both phone number and email lead types in customisation tab.
For further assistance or to raise feature requests related to Lead Generation, please contact [email protected].