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Lead Capture

Premium Feature

This feature is exclusive to the Standard, Pro, and Enterprise plans, and is not available on the Free plan.

Track and manage all contacts and valuable information automatically extracted by your WiseMind chatbot. This screen centralizes data from visitors who showed interest and shared their information during conversations.

Prerequisite

For data to appear on this screen, the Lead Capture action must be enabled and configured beforehand on the Chat Actions page.

The main page displays a detailed table with all generated leads, allowing you to filter, search, and export data to optimize your sales and support process.

Filters and Export​

Use the top toolbar to find specific contacts or analyze specific capture periods.

Available Filters​

  • By period: Use the calendar to select a date range (e.g.: 01/01/2026 - 04/04/2026) and view only leads captured within that time window.
  • Context: Filter by your chatbot areas (e.g.: All, Main, Clothing Store).
  • Return Requested: Quickly identify leads that need attention by selecting "Yes", "No", or "All".
  • Search: Free-text search (e.g.: name, phone, email) using the magnifier icon.
  • Clear filters: Click the right-side link to remove all selections and return to the table's default view.

Export Data​

  • Export button: Lets you download the currently filtered lead list. Ideal for importing contacts directly into CRM tools, email campaigns, or management spreadsheets.

Leads Table​

The table dynamically organizes captured information. Displayed columns (e.g.: Phone, Profession) reflect exactly the data you configured the chatbot to request in the Actions page.

Interacting with the Table​

  • Sorting: Click column headers (e.g.: Context, Data capture) to reorder the list.
  • Pagination: Use the controls in the lower-right corner to navigate result pages.
  • See more: Click this link at the end of any row to open the full details screen for that specific lead.

Lead Information (Details)​

When you click "See more" on a table record, you access focused history and metadata for the interaction that generated the conversion.

The details screen is divided into two main areas:

Side Panel (Left)​

This panel consolidates structured capture information for quick reading by your sales team:

Lead Data​

  • Data capture: Exact date and time when the system registered the lead.
  • Context: Which environment the conversation happened in (e.g.: Main).
  • Topic: Smart summary generated by WiseMind about the conversation's main subject (e.g.: "Find out how the service works").
  • Goal: What the customer wants to achieve (e.g.: "Understand how the service works").
  • Return Requested: Confirms whether the user is waiting for human contact ("Yes" or "No").

Captured Lead​

Shows the list of all data successfully extracted by WiseMind during the chat (e.g.: Name, Phone, Profession), ready to be actioned by your team.

Transcript Panel (Right)​

Follow exactly how the conversation unfolded:

  • Displays exchanged message bubbles between the visitor and chatbot.
  • The history shown here focuses on the conversation segment where WiseMind applied the data capture strategy.
  • Top button (View full interaction in Conversations): Redirects you to the conversation details screen if you need to review the full support flow from the first welcome message.