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Actions let an Agent do more than answer questions. The first available action is Lead Generation.

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What you will learn

  • What Lead Generation captures
  • How to enable and configure the action
  • Where captured leads appear
  • How plan access affects the feature

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Check access

Lead Generation is available on Starter and above. On the free plan, the action is locked.
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Enable Lead Generation

Open an Agent and find Actions.
  1. Turn on Lead Generation.
  2. Click Configure when the action is enabled.
  3. Save the collection settings.
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Lead Generation can capture name, email, phone, and company information through natural conversation.

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Test the flow

Ask the Agent a question that indicates buying intent or follow-up intent. Confirm that it asks for the right contact information and continues naturally.
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Review captured leads

Captured leads appear in Leads. You can filter by Agent and open the linked conversation when you need context.
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Next steps

Leads

Learn how to review lead submissions.

Subscriptions and limits

Understand which plans include Lead Generation.