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Lead capture

AI lead capture that saves each inquiry as a contact.

Your assistant answers first, saves each inquiry as a contact with its source, and alerts your team when a customer is ready.

AI lead capture means an assistant answers each new inquiry right away and records who the customer is and what they want. InsertChat answers calls, website chat, SMS, email, and WhatsApp, collects contact details when a follow-up needs them, saves the lead with its source, and alerts your team when a customer asks to book, buy, or get a quote.

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Inquiries become contacts

Each lead is saved with the request, the conversation, and the details the customer shared.

Alerts for ready customers

See when someone asks to book, buy, hire, or get a quote.

Know where leads came from

Landing page, referrer, campaign, and the number dialed are saved with the contact.

What does the assistant capture from each lead?

The customer’s request in their own words, plus a name, phone number, or email when a booking or follow-up needs one. The assistant answers questions first and asks for details when there is a reason to. Everything is saved to a contact record with the conversation, notes, and any appointment.

How does my team know which leads are ready?

High-intent lead alerts flag conversations where a customer explicitly asks to buy, book, hire, or get a quote. Chosen teammates can also be notified about every new contact or booking, immediately or in a daily summary.

Can I see where each lead came from?

Yes. The contact records the landing page and referrer for website chats, the campaign and source from your tracking links, and the phone number a caller dialed, so your team knows what brought the customer in.

Does AI lead capture work with my CRM?

Contacts live in InsertChat. HubSpot and Zoho connect as assistant actions with the permissions you choose, so the assistant can create or update records there during a conversation; there is no background sync. Test the exact actions before relying on them.

Connect the rest of your front desk

Contacts

Keep customer details, conversation history, notes, and preferences together. Your team can pick up where the last conversation left off.

Explore Contacts

Website chat

Add an AI assistant to your existing website. Answer from your content, collect contact details, and hand the conversation to a person when it needs one.

Explore Website chat

AI receptionist

Let your AI receptionist answer calls using your business information. Capture the request, help with scheduling, and pass the conversation to your team when needed.

Explore AI receptionist

Lead capture: common questions

Setup, capabilities, and team control

Calls, website chat, SMS, email, and WhatsApp. Each conversation is saved with the customer’s details in the shared inbox, so leads from every channel reach the same place.

Yes, when you connect a calendar and allow booking. It offers open times within your appointment rules, books the time the customer picks, and the appointment stays linked to the contact.

It answers questions first and asks for contact details only when an action or an agreed follow-up needs them. Change its instructions if you want it to ask earlier in the conversation.

Facts last reviewed .

Build your AI front desk.

Start with the questions you answer every day.

Add your business information, test the answers, and connect your first customer channel.