> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insitechat.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Capture & Management — AI Chatbot Lead Gen

> InsiteChat captures leads directly inside the chat widget — 6 field types, 5 timing modes, 10 industry templates, full dashboard with statuses, tags, and CSV export.

**InsiteChat** captures leads directly inside your AI chat widget — collecting visitor names, emails, phone numbers, and any custom fields you define. Manage every lead from the dashboard with status tracking, color-coded tags, starring, search, bulk actions (star / archive / delete), and CSV export. Every captured lead carries the full conversation transcript so your sales team walks into the follow-up call already knowing what the visitor cares about.

## Lead collection

### Set up lead forms

<Steps>
  <Step title="Go to embed tab">
    Select your chatbot and click the **Embed** tab.
  </Step>

  <Step title="Configure timing">
    Choose when the lead form appears:

    * **After messages** — After a configurable number of visitor messages (default: 3)
    * **At start** — Immediately when the chat opens
    * **Before escalation** — When the visitor requests human assistance
  </Step>

  <Step title="Add custom fields">
    Beyond the default name/email/phone fields, add custom fields with:

    * **Text** input
    * **Number** input
    * **Dropdown** with custom options
    * Mark fields as required or optional
  </Step>

  <Step title="Save">
    Click **Save Customization**. The lead form is now active on your widget.
  </Step>
</Steps>

## Lead management dashboard

Access the **Leads** tab in your chatbot to manage all captured leads.

### Status tracking

Each lead has a status that you can update:

| Status        | Description                     |
| ------------- | ------------------------------- |
| **New**       | Just captured, not yet reviewed |
| **Contacted** | You've reached out to the lead  |
| **Qualified** | Lead meets your criteria        |
| **Converted** | Lead became a customer          |
| **Archived**  | No longer active                |

### Features

* **Search** — Find leads by name, email, or phone
* **Filter** — Filter by status or starred leads
* **Star** — Mark important leads for quick access
* **Tags** — Create custom tags with colors and assign to leads
* **Detail panel** — Click any lead to see full contact info, custom fields, tags, and the complete conversation transcript
* **Bulk actions** — Select multiple leads to star, unstar, archive, or delete in batch
* **CSV export** — Download all leads (including custom field columns) for use in CRM, email marketing, or analytics

### Conversation context

Each lead's detail panel shows the full conversation transcript from the chat session where the lead was captured. This gives your sales team complete context when following up.

<Tip>
  Ask for less up front. Collecting just an email address reduces form abandonment. You can always follow up for additional details later.
</Tip>

<Note>
  Leads are soft-deleted when removed — they can be recovered if needed. The lead capture endpoint has built-in rate limiting (10 submissions per IP per minute) and duplicate email detection (5-minute dedup window) to prevent spam.
</Note>