{"id":91,"date":"2026-10-17T14:15:44","date_gmt":"2026-10-17T14:15:44","guid":{"rendered":"http:\/\/plugin-docs.com\/?post_type=doc&#038;p=91"},"modified":"2026-10-17T16:57:09","modified_gmt":"2026-10-17T16:57:09","slug":"lead-capture","status":"publish","type":"doc","link":"https:\/\/dragwyb.com\/docs\/lead-capture\/","title":{"rendered":"Lead Capture and Qualification"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Use Dragwyb Click to Chat lead capture and qualification to collect visitor contact details during AI conversations, estimate buying intent, and organize follow-up. Configure the form in the AI Assistant settings, then review captured records in the <strong>AI Leads<\/strong> area. Lead capture is disabled by default in the plugin source, so enable it deliberately and test the complete visitor-to-lead workflow before relying on it.<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\">Lead capture and qualification: how it works<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When lead capture is enabled, the chatbot can present a contact form during a relevant conversation. The visitor can submit the configured contact and qualification fields. The plugin saves a lead record, calculates a score from the submitted information, and can send an email notification or dispatch a configured webhook. If Support Center integration is enabled and configured, the lead workflow can also connect with support ticket handling.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The qualification score is a prioritization aid, not a guarantee that a visitor will buy. Review the captured details and conversation context before deciding how to follow up.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Enable and configure lead capture<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In WordPress admin, open <strong>Click to Chat \u2192 AI Assistant<\/strong>.<\/li>\n<li>Open <strong>Chatbot Settings<\/strong> and locate the <strong>AI Lead Capture &amp; CRM Integration<\/strong> panel.<\/li>\n<li>Turn on the lead capture control. The plugin source defaults this option to off unless it has already been enabled in the saved chatbot settings.<\/li>\n<li>Review the lead form title and subtitle, then choose which fields to show under <strong>Lead Capture &amp; Qualification Fields to Show in Chat<\/strong>.<\/li>\n<li>Set the <strong>Auto-Qualification Score Threshold (0 &#8211; 100)<\/strong>. The source default is 70 points; leads at or above the configured threshold are automatically classified as Qualified.<\/li>\n<li>Review <strong>AI Intent &amp; Urgency Analysis<\/strong>, email alerts, the notification destination, and any CRM webhook options available in your installed version.<\/li>\n<li>Click <strong>Save Settings<\/strong> in the AI Assistant settings header and wait for the save confirmation. If the screen reports a save error, resolve it before testing.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Choose the information to collect<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The source provides these field controls under <strong>Lead Capture &amp; Qualification Fields to Show in Chat<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Full Name<\/strong><\/li>\n<li><strong>Email Address<\/strong><\/li>\n<li><strong>Phone \/ WhatsApp<\/strong><\/li>\n<li><strong>Company \/ Org<\/strong><\/li>\n<li><strong>Company Size<\/strong><\/li>\n<li><strong>Budget Range<\/strong><\/li>\n<li><strong>Purchase Timeline<\/strong><\/li>\n<li><strong>Product \/ Service Interest<\/strong><\/li>\n<li><strong>Requirement \/ Notes<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In the source defaults, name, email, phone, budget, timeline, interest, and requirement are enabled. Company and company size are optional and disabled by default. Collect only the information you need, explain how it will be used, and make sure your privacy notice reflects the data your site collects.<\/p>\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Screenshot to add:<\/strong> Replace the empty image above with a real screenshot of <strong>Click to Chat \u2192 AI Assistant \u2192 Chatbot Settings \u2192 AI Lead Capture &amp; CRM Integration<\/strong>. Show the field checkboxes and score threshold without exposing visitor information, webhook secrets, or other credentials. This image is a placeholder, not a captured screenshot.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Understand qualification scores and statuses<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The plugin calculates a 0\u2013100 lead score using submitted signals such as contact information, budget, purchase timeline, company profile, product interest, and requirement text. The configured threshold determines whether a new lead is initially marked Qualified or New. The scoring details and intent label provide context, but they should not replace human review.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Click to Chat \u2192 AI Assistant \u2192 AI Leads<\/strong> to review captured records. The interface includes lead filters such as <strong>All Leads<\/strong>, <strong>New<\/strong>, <strong>Contacted<\/strong>, <strong>Qualified<\/strong>, <strong>Converted<\/strong>, and <strong>Discarded<\/strong>. Select a lead to review its available details and conversation transcript, then update its status according to your follow-up process.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Test the complete workflow<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Save the lead capture settings.<\/li>\n<li>Open a front-end page where the AI Assistant is available and start a test conversation that is appropriate for lead collection.<\/li>\n<li>Submit the form using test contact details and the fields you enabled.<\/li>\n<li>Return to <strong>Click to Chat \u2192 AI Assistant \u2192 AI Leads<\/strong> and check that the new record appears.<\/li>\n<li>Review its score, intent information, captured fields, and available transcript.<\/li>\n<li>If email notifications or a CRM webhook are configured, verify receipt at the destination using test data.<\/li>\n<li>Confirm that any support-ticket integration behaves as expected if Support Center is enabled.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Manage captured lead data carefully<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Lead records can contain personal contact information and conversation details. Restrict dashboard access to authorized staff, transfer exported files securely, and follow your site&#8217;s privacy, retention, and deletion policies. The plugin source protects administrative lead-list, detail, status, delete, and CSV-export endpoints with an admin permission check; this does not remove your responsibility to control access to exported data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Related lead management guides<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"\/docs\/dragwyb-click-to-chat\/conversational-lead-capture\/\">Configure Conversational Lead Capture<\/a> \u2014 review the capture form and field configuration.<\/li>\n<li><a href=\"\/docs\/dragwyb-click-to-chat\/review-lead-intent-scores\/\">Review Lead Intent Scores<\/a> \u2014 interpret the score alongside the lead&#8217;s details.<\/li>\n<li><a href=\"\/docs\/dragwyb-click-to-chat\/manage-lead-pipeline-stages\/\">Manage Lead Pipeline Stages<\/a> \u2014 update a lead&#8217;s follow-up status.<\/li>\n<li><a href=\"\/docs\/dragwyb-click-to-chat\/review-ai-chat-transcripts\/\">Review AI Chat Transcripts<\/a> \u2014 inspect the conversation context associated with a lead.<\/li>\n<li><a href=\"\/docs\/dragwyb-click-to-chat\/export-captured-leads\/\">Export Captured Leads<\/a> \u2014 export records as CSV and handle the file securely.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Configure Dragwyb Click to Chat lead capture, choose visitor fields, set the qualification threshold, review AI lead scores, and manage captured records.<\/p>\n","protected":false},"author":0,"featured_media":0,"parent":0,"menu_order":0,"template":"","class_list":["post-91","doc","type-doc","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/91","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc"}],"about":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/types\/doc"}],"version-history":[{"count":3,"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/91\/revisions"}],"predecessor-version":[{"id":352,"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/doc\/91\/revisions\/352"}],"wp:attachment":[{"href":"https:\/\/dragwyb.com\/docs\/wp-json\/wp\/v2\/media?parent=91"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}