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BotSmith can capture lead information — name and phone number — directly inside your chat widget. Leads are stored in your account and can be viewed and searched from the Leads dashboard.
The Leads dashboard is available on the Starter plan and higher. Free plan accounts must upgrade to access lead management features.

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Enabling Lead Capture

1

Open the agent builder

Navigate to your agent from the Dashboard and click to open it.
2

Go to Settings

Click the Settings tab in the agent builder.
3

Toggle on Lead Capture

Scroll to Lead Capture Form and toggle it On.
The lead form activates immediately. Visitors will see it the next time they open your widget.

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What Visitors See

When lead capture is enabled, a short form appears inside the chat widget prompting visitors to enter their name and phone number. Both fields are required — the form cannot be submitted until both are filled in. Once a visitor submits the form, they continue seamlessly into the chat. The lead is captured in the background and added to your account instantly.

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Viewing Leads

Navigate to Leads in the sidebar to see all leads captured across your agents. Each row in the leads table shows:

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Lead Alerts

BotSmith can send you an email notification each time a new lead is captured. To configure the address that receives these alerts:
1

Open Lead Capture settings

In the agent builder, go to Settings and find the Lead Capture Form section.
2

Enable email alerts

Toggle on Email Alerts and enter the email address you want notifications sent to.
3

Save

Click Save to apply the changes.
Each agent can have its own alert address, so you can route notifications to different team members.

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Plan Limits

The number of leads you can store depends on your plan. When you reach your limit, the lead form continues to work for visitors, but new submissions are rejected until you upgrade. To view your current usage, check the Leads Used counter in the top-right of the Leads page.

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Lead API

You can retrieve and create leads programmatically via the REST API. See the Leads API Reference for full details. To retrieve all leads for your account:
Each lead in the response includes:

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Public Lead Capture Endpoint

To submit a lead directly from a custom integration — for example, a hand-coded widget or a native mobile app — use the public lead capture endpoint. No authentication token is required; BotSmith validates the chatbot ID server-side:
Replace YOUR_CHATBOT_ID with the agent’s ID from the agent builder URL.
Both name and phone are required. Duplicate submissions with the same chatbot, name, and phone number within 15 seconds are deduplicated automatically and return the existing lead record.
Connect lead capture to Zapier to automatically add new leads to your CRM, email list, or any other tool in your stack. See Zapier Integration to get started.