Configure conversational lead capture in Dragwyb Click to Chat so the AI Assistant can guide visitors with genuine sales or follow-up intent to a dedicated contact form. The chatbot invites the visitor to fill out the form; the form submission handler validates the contact details, saves a lead record, calculates a qualification score, and can send an email alert or webhook when configured.
How conversational lead capture works
This is a form-based workflow connected to the AI conversation, not a promise that the assistant will silently save every sales-related message as a lead. When dedicated lead capture is enabled, the assistant is instructed to invite visitors with the sentence “Please fill out the form below.” The visitor submits the form separately. The plugin validates that at least a name, email address, or phone number is provided and checks the email format when one is supplied.
Enable the lead capture form
- In WordPress admin, open Click to Chat → AI Assistant.
- Choose Chatbot Settings, then open the Advance tab.
- Find AI Lead Capture & CRM Integration and turn it on. The plugin source defaults this switch to off, so the dedicated form workflow is not enabled on a fresh configuration.
- Under Lead Capture & Qualification Fields to Show in Chat, select only the fields your team needs for follow-up.
- Set the Auto-Qualification Score Threshold (0 – 100). The source default is 70 points. Leads at or above the saved threshold are initially classified as Qualified; lower-scoring leads are initially classified as New.
- Review AI Intent & Urgency Analysis and Instant Admin Email Alerts. Both default to enabled in the plugin’s settings defaults. If alerts are enabled, review the notification email field; leaving it blank uses the WordPress admin email.
- If you use a CRM or automation service, configure Outbound Webhook URL (Zapier / Make / CRM) with the correct endpoint for your system. Leave it blank if you do not use a webhook.
- Click Save Settings in the AI Assistant header and wait for the save confirmation before testing.
Choose fields and form text
The field controls are Full Name, Email Address, Phone / WhatsApp, Company / Org, Company Size, Budget Range, Purchase Timeline, Product / Service Interest, and Requirement / Notes. By default, name, email, phone, budget, timeline, interest, and requirement are enabled; company and company size are disabled. These are source defaults and may differ from settings already saved on your site.
To customize the text shown on the form, open the Messages tab in Chatbot Settings and review Lead Form Title and Lead Form Subtitle. The defaults are “Contact Our Team” and “Leave your details and our team will get back to you shortly.” Keep the wording accurate about who will follow up and avoid promising a response time your team cannot meet. Save the settings after changing either field.
Screenshot to add: Replace the empty image above with a real screenshot of Click to Chat → AI Assistant → Chatbot Settings → Advance → AI Lead Capture & CRM Integration. Show the form-field options and score threshold, but hide real contact details, webhook secrets, and other credentials. This is a placeholder, not a captured screenshot.
Test the visitor-to-lead workflow
- Save the settings and open a front-end page where the AI Assistant is enabled.
- Start a test conversation with a genuine sales-intent scenario, such as requesting a demo or asking for a quote.
- Confirm that the assistant invites the visitor to fill out the form, then submit test contact details and the enabled qualification fields.
- Open Click to Chat → AI Assistant → AI Leads and confirm the test record appears. Review the captured fields, score, initial status, and available conversation context.
- If email alerts are enabled, verify delivery to the configured destination. If a webhook is configured, check the receiving CRM or automation history for the event.
- Repeat with an ordinary product question that does not express a request for sales follow-up. Check that the assistant does not treat every general product question as a lead.
Important behavior and privacy notes
If dedicated lead capture is disabled, the dedicated form workflow is unavailable. When a compatible Support Center workflow is enabled, sales follow-up may instead use its ticket flow; do not assume that a support ticket and an AI lead record are the same thing. Use test data first, restrict access to captured records and exports, and collect only the information needed for a clear follow-up purpose.
Related lead management guides
- Lead Capture and Qualification — overview of fields, scoring, records, and privacy.
- Review Lead Intent Scores — interpret the qualification score.
- Manage Lead Pipeline Stages — manage lead follow-up status.