How to Set Up AI-Powered Lead Generation
Before You Start
You will need an active account with the Lead Generation app installed. If you also want conversational lead capture, install the AI Chatbot app. For automated follow-up, you will need the SMS Broadcast or Email Broadcast app depending on which channels you plan to use.
Think about what information you need from each lead before you build your form. At minimum, you will want a name and either an email address or phone number. The more fields you add, the more qualified your leads will be, but the fewer people will complete the form. Strike a balance based on your sales process.
Step-by-Step Setup
In the Lead Generation app, create a new form. Choose the fields you want to collect: name, email, phone, location, and any custom questions specific to your business. Each field can be required or optional. The form generates an embed code you can place on any website.
Leads are stored in the broadcastData table with the contact's information, source attribution, and timestamp. You can view, search, and export leads from the admin panel. Each lead gets a unique record ID for tracking through your pipeline.
Decide where captured leads should go. You can keep them in the platform for manual review, set up auto-submit to push leads to an external CRM or webhook URL, or configure offer paths to route leads to multiple buyers based on matching criteria. See How to Route Leads to Multiple Buyers for advanced routing.
Create an SMS or email drip sequence that triggers when a new lead is captured. An immediate confirmation message reassures the prospect that their information was received. Follow-up messages over the next few days keep your business top of mind. See How to Automate Lead Follow-Up for detailed instructions.
Place the form embed code on your website, landing page, or hosted page. Submit a test lead to verify the data flows correctly through your pipeline: storage, routing, and follow-up messages. Check that webhook deliveries arrive at your external systems if you configured auto-submit.
Optional: Add Conversational Capture
For higher conversion rates, add a chatbot that captures lead information through natural conversation instead of a static form. Train the chatbot on your products or services so it can answer questions while collecting contact details. The chatbot can qualify leads by asking about budget, timeline, or specific needs before submitting the lead data. See How to Use a Chatbot to Capture Leads for the setup process.
What Happens Next
Once your lead capture is live, monitor your conversion rates in the admin panel. Track how many visitors see your form versus how many complete it. If conversion is low, try reducing the number of required fields or switching to a multi-step layout. If lead quality is low, add qualifying questions or use AI scoring to filter out low-intent submissions.
As your volume grows, explore lead scoring, audience segmentation, and source attribution to optimize your pipeline.
Start capturing leads with AI-powered forms and chatbots. Set up your first lead funnel in minutes.
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