AI Lead Capture

Capture Leads From AI Chatbot Conversations

Robofy answers website enquiries, collects the information your business needs, and turns each captured enquiry into structured lead data - then emails it to the people who need to act.

For sales and service teams that need each new enquiry, its context, and the right follow-up team notified immediately.

Conversational lead capture·Editable lead instructions·Structured lead records·Email notifications to up to 5 people·Google Sheets integration
Conversation ConstellationIntent emerging in real time
Option BIntent RouteSignal → understanding → action
Lead Intelligence EngineSignals → AI → lead record
Option BConversation Card FlowChat context → follow-up ready
ISO/IEC 27001:2022 CertifiedAI Conversations → Structured LeadsGoogle Sheets IntegrationEmail alerts to up to 5 people

What Is an AI Lead Capture Chatbot?

An AI lead capture chatbot collects contact details and useful enquiry information through a conversation instead of relying only on a fixed form. It can understand what a visitor is looking for, ask for relevant missing information, and organise the answers into a structured lead record.

With Robofy, you decide what information matters to your business, control the instructions your AI Agent follows while capturing leads, and choose up to five people who should receive every captured lead by email.

Fixed form
Name + phoneContact details only
Conversational capture
Lead recordIntent, need, location, timeline
IntentNeedTimelineSource

Don't just capture who they are.
Capture what they need.

From Conversation to Lead

Turn Conversation Context Into Structured Lead Data

As visitors talk with your AI Agent, Robofy can collect the information your team needs and organise it into fields that are easier to review and follow up.

Your Lead Criteria

Tell Robofy What Your Team Needs to Know

Every business qualifies enquiries differently. Configure the outcome your AI Agent should work toward and the information your team wants available for follow-up.

Tell us about your business

Describe your business, products or services, and the types of enquiries your AI Agent typically handles.

Email notificationsSend every captured lead and its conversation context to up to 5 people.
Control the Behaviour

Review and Edit How Your AI Captures Leads

Robofy prepares lead-capture instructions from your configuration. You can review and edit the Lead Capture System Prompt to adjust how your AI Agent gathers the information your business needs.

Generated from your Lead Capture configuration. Edit at any time to match your process.

Lead Fields

Capture the Details Your Follow-Up Depends On

Lead records can contain the contact details, enquiry context, and metadata your team needs to understand where the lead came from and what they asked for.

Contact
Buyer Name
Phone
Business Context
Business Type
Buyer Location / Delivery Location
Requirement
Product Required
Product Specifications
Quantity
Usage / Application
Next Steps for Seller
Source Context
Page URL
Source
Created At

Fields available depend on the Lead Capture configuration and information shared during the conversation.

Lead Dashboard

Keep Leads Organised - and Your Team Informed

Review captured leads inside Robofy and email each new enquiry to up to five people with the context they need for follow-up.

Captured lead recordsIllustrative workflow snapshot
Structured, notified, and ready for follow-up
Email notifications on5 recipientsEvery captured lead is sent with its conversation context.
Buyer NamePhoneBusiness TypeLocationProduct / Service RequiredSourceCreated At
Alex Mercer+91 •••• ••421Software Co.MumbaiEnterprise consultation WebsiteToday, 10:14 AM
Priya Desai+44 •••• ••839Service AgencyLondonCustom development WebsiteToday, 09:02 AM
Sam Okonkwo+1 •••• ••517DistributorLagosBulk supply enquiry WebsiteYesterday
Wei Lin+86 •••• ••203ManufacturerShanghaiSystem integration WebsiteYesterday
Maria Santos+55 •••• ••774ConsultancySão PauloProject scoping Website2 days ago

Illustrative data - not real customer information.

Workflow

Route Captured Leads to the People and Tools That Need Them

Review in Robofy

Keep captured enquiries and their structured information available inside the Lead Capture dashboard.

Alex MercerMumbai
Priya DesaiLondon
Sam OkonkwoLagos

Notify up to 5 People

Choose up to five email addresses in Lead settings. Every new captured lead is sent with the visitor details and conversation context.

5 recipientsNew lead details included

Link Google Sheets

Connect Google Sheets so captured lead information can be available in a spreadsheet your team already works with.

Robofy Lead Capture → Google Sheets
Need a custom workflow?

Lead Capture can also trigger an AI Agent Webhook so your own integration can send the captured information into other systems.

Explore AI Agent Webhooks
How It Works

From Website Enquiry to Follow-Up Ready Lead

See the Lead Capture workflow from configuration to a structured lead delivered to your team.

agents.robofy.ai/settings/lead-capture
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Buyer Name · Phone · Business Type · Location · Requirement · Quantity
Lead Capture System Prompt
Lead Capture System PromptEdit
When a visitor shows relevant enquiry intent, gather the information needed for a useful lead while keeping the conversation natural. Use information the visitor has already provided and avoid asking for the same detail again.

Collect: Buyer Name, Phone, Business Type, Location, Requirement, and Quantity where relevant. Confirm next steps once the required information is available.
Live AI session - signal extraction
Identified from conversation
Enterprise consultationRequirement
Northstar LabsCompany
MumbaiLocation
Alex MercerContact
This quarterTimeline
agents.robofy.ai/ai-agent/lead-capture
Captured lead record
NameAlex Mercer
CompanyNorthstar Labs
NeedEnterprise consult.
LocationMumbai
TimelineThis quarter
Phone+91 •••• ••421
Email 5 teammatesDownload CSV→ Google Sheets

Define What Matters

Tell Robofy what your business needs to learn from an enquiry and what information should be captured for follow-up.

Use Cases

Lead Capture That Adapts to Different Enquiries

Different businesses qualify enquiries differently. Configure exactly what your team needs to know.

Example configuration

B2B Sales

Collect the context a sales team needs before reaching out - company, requirement, scope, and timeline alongside contact details.

  • Company
  • Requirement
  • Project Scope
  • Timeline
  • Location
  • Contact

These are example fields. Your configuration defines what is collected.

Example configuration

Service Businesses

Understand the service required, location, and project details before the first call - so your team arrives prepared.

  • Service Required
  • Location
  • Project Details
  • Preferred Contact
  • Timeline

These are example fields. Your configuration defines what is collected.

Example configuration

Software & Technology

Qualify leads by use case, team size, and existing systems - so your sales team knows the fit before the demo.

  • Company
  • Use Case
  • Team Size
  • Current System
  • Integration Needs
  • Timeline

These are example fields. Your configuration defines what is collected.

Example configuration

Distributors & Commerce

Capture product interest, quantity, and delivery location alongside business type so your team has the enquiry detail they need.

  • Product Interest
  • Quantity
  • Specifications
  • Delivery Location
  • Business Type
  • Contact

These are example fields. Your configuration defines what is collected.

Why It Matters

Give Your Team the Enquiry Before They Make the Call

Know What the Visitor Needs

The requirement is captured alongside the contact information, so your team has context before starting the follow-up conversation.

Reduce Repetitive Qualification

Information already collected by the AI Agent can give your team a better starting point, so the next conversation continues from where the last one left off.

Notify the Right People Immediately

Choose up to five notification addresses so each new captured enquiry reaches the people who need to follow up, with its full context attached.

Alternative approach

Prefer Collecting Details Before the Conversation?

Robofy also supports a configurable pre-chat form when you want visitors to provide essential information before opening the chat. Conversational lead capture and the pre-chat form are separate approaches - you choose which fits your workflow.

FAQ

Frequently Asked Questions

Straightforward answers about how conversational lead capture works in Robofy.

What is an AI lead capture chatbot?

An AI lead capture chatbot gathers contact details and useful enquiry information through a website conversation, then organises the captured information into structured lead data for follow-up.

How does Robofy capture leads from conversations?

Robofy's AI Agent uses the conversation and your Lead Capture instructions to gather the information your business needs. Captured information is then organised into lead data inside Robofy.

Can I choose what information the AI collects?

Yes. Your Lead Capture setup defines the information your business wants the AI Agent to collect from relevant enquiries.

Can I edit how the AI captures lead information?

Yes. Robofy generates a Lead Capture System Prompt from your configuration, and you can review and edit those instructions.

Do visitors have to fill out a form?

No. Lead information can be gathered through the AI conversation. Robofy also supports a pre-chat form when you prefer to collect information before the conversation begins.

Can Robofy send leads to Google Sheets?

Yes. The Lead Capture dashboard includes an option to link Google Sheets for captured lead information.

Can Robofy email new leads to my team?

Yes. Turn on Email notifications in Lead settings and add up to five email addresses. Each time the AI Agent captures a new lead, Robofy emails the configured recipients the lead details and conversation context.

Can I download captured leads?

Yes. The Lead Capture dashboard provides a Download Report option so you can work with captured lead information outside Robofy.

Can I send captured leads to another system?

Robofy supports a Lead Capture event through AI Agent Webhooks. You can use that webhook in your own integration to send captured lead information into other systems.

Give Your Sales Team More Than a Name and Phone Number

Capture what the visitor needs, keep the useful enquiry details together, and give your team better context for the next conversation.