Lead Capture

Automatically collect and qualify leads from your website visitors.

How It Works

Caty.AI captures leads at optimal moments during conversations:

1. Behavioral triggers - Detects high-intent visitors
2. Smart forms - Asks for contact info naturally
3. Qualification - Scores leads based on intent and engagement
4. Notifications - Alerts you to hot leads instantly

Lead Scoring

Each lead receives a score (0-100) based on:

Factor	Points
Purchase intent detected	+30
Multiple page visits	+10
Engaged with proactive message	+15
Provided email	+20
Provided phone	+25
High engagement time	+10

Lead Categories

• Hot Lead (70-100): Ready to buy, contact immediately
• Warm Lead (40-69): Interested, follow up within 24h
• Cold Lead (0-39): Early stage, add to nurture sequence

Configuration

Enable Lead Capture

In the dashboard, go to Settings → Lead Capture:

• Enabled: Turn lead capture on/off
• Timing: When to ask for contact info
• Required Fields: Email, phone, name
• Optional Fields: Company, role, etc.

Timing Options

• After intent detected: When user shows purchase intent
• After X messages: After a set number of exchanges
• Before handoff: Before transferring to human
• On exit intent: When user is about to leave

Lead Data

Captured information includes:

{
  "id": "lead_xxx",
  "name": "John Smith",
  "email": "john@company.com",
  "phone": "+1234567890",
  "company": "Acme Inc",
  "source": "website",
  "score": 85,
  "intent": "purchase_intent",
  "tags": ["enterprise", "demo_requested"],
  "conversation_url": "https://app.catyai.io/conversations/xxx",
  "captured_at": "2026-01-28T10:30:00Z"
}

Notifications

Get notified when leads are captured:

Email Notifications

Subject: 🔥 Hot Lead: John Smith (Score: 85)

New lead captured from your Caty.AI widget!

Name: John Smith
Email: john@company.com
Phone: +1234567890
Score: 85 (Hot Lead)
Intent: Ready to purchase

Last message: "I'd like to schedule a demo"

View conversation: https://app.catyai.io/conversations/xxx

Push Notifications

Enable browser push notifications in the dashboard.

WhatsApp Notifications

Receive lead alerts directly on WhatsApp.

CRM Integration

Export leads to your CRM:

• Webhook: POST lead data to your endpoint
• Zapier: Connect to 3000+ apps
• API: Pull leads programmatically

Webhook Example

// Your webhook receives:
{
  "event": "lead_captured",
  "lead": {
    "id": "lead_xxx",
    "email": "john@company.com",
    // ... full lead data
  },
  "widget_id": "widget_xxx",
  "timestamp": "2026-01-28T10:30:00Z"
}

Best Practices

1. Don't ask too early - Build rapport first
2. Explain the value - "So I can send you pricing..."
3. Make fields optional - More leads with email only
4. Follow up quickly - Hot leads cool down fast
5. Use notifications - Don't miss high-intent leads