Back to Dashboard

Documentation

Learn how to use Asyntai

Getting Started
Installation Knowledge Base Test Your AI Manage Websites Customization
Features
Knowledge Gaps Product Cards User Context Live Monitoring Human Takeover Escalation AI Notifications Daily Report Real-Time Data Feed Team Members Include Images Image Vision Localization Leads Support Tickets Bookings Exclude Pages Smarter Model Enable Thinking Reply Suggestions Follow-up Messages
Analytics
Chat Analytics Chat Logs
Integrations
REST API Instagram Messenger WhatsApp Zapier Mobile Apps
Other
Add to Home Screen

Leads

Collect and manage email addresses and phone numbers from your visitors

View Leads
Starter, Standard & Pro Plans

Overview

Lead collection allows you to capture email addresses and phone numbers from visitors who interact with your chat widget. When enabled, visitors are prompted to share their contact information before or during the conversation.

All collected leads are stored in one central location where you can view, copy, and export them for your marketing and sales efforts.

How It Works

  1. Enable collection - Turn on email and/or phone collection in widget settings
  2. Visitor provides info - A prompt appears asking for their contact details
  3. Lead is saved - Contact info is stored with the conversation
  4. View in Leads page - Access all leads in one place with export options
Your Leads 24
john@example.com
2 hours ago
+1 555-123-4567
Yesterday
sarah@company.co
2 days ago
Export CSV

Collection Options

You can enable one or both collection methods depending on your needs:

Collect Emails An optional email input field appears above the chat input. Great for newsletters, follow-ups, and marketing campaigns.
Collect Phone Numbers An optional phone input with country code selector appears above the chat input. Ideal for sales calls and SMS marketing.

How it works: Both fields are optional - visitors can dismiss them with the X button. If both options are enabled, the fields appear stacked above each other. Contact info is saved when the visitor sends their first message.

Enable Lead Collection

Set up lead collection in your widget customization settings:

1
Go to Customize Open your website's widget customization page
2
Find Collection Options Look for "Collect Emails" and "Collect Phone" toggles
3
Enable Collection Turn on the options you want
Go to Customize

Viewing Your Leads

All collected leads appear on the Leads page, accessible from your dashboard:

  • Date - When the lead was captured (shown as relative time)
  • Email - The visitor's email address with copy button
  • Phone - The visitor's phone number with copy button
  • Page - Which page the visitor was on when they provided their info
  • View Chat - Link to see the full conversation

Exporting Leads

Export all your leads to a CSV file for use in other tools:

  • Click the "Export CSV" button on the Leads page
  • A file named leads.csv will download automatically
  • The CSV includes: Date, Email, Phone, and Page URL columns
  • Import into spreadsheets, CRM systems, or email marketing tools

Note: If you have localization enabled, the collection prompts will be automatically translated to your visitor's language.