AI Assistant

Automated Lead Capture & Contact Extraction

Discover how the AI assistant captures customer phone numbers, emails, and purchase intent during conversation, automatically creating qualified CRM leads.

How Automated Lead Capture Works

When visitors interact with your AI assistant, the system continuously analyzes message text for customer contact details and purchase readiness without requiring rigid lead capture forms.

Contact Extraction Workflow

The lead capture process operates as follows:

1. Natural Language Identification: When a visitor shares their name, phone number, or email during conversation, the AI identifies contact details and purchase interests automatically.
2. CRM Lead Creation: The system creates or updates a record in your CRM Leads directory, linking the customer inquiry and conversation history.
3. Intent Classification: The AI classifies visitor intent into high-intent buying, browsing, or support inquiries, helping staff prioritize hot sales prospects.
4. Real-Time Staff Notification: The store manager receives an in-app alert or push notification that a qualified lead has been captured.

Reviewing Captured Leads

View all captured prospects in Dashboard -> Customers -> Leads (`/dashboard/leads`), where staff can initiate WhatsApp outreach, send emails, or review chat transcripts.