Lead Capture
Export Leads
Last Updated: June 15, 2026Export Leads Export Leads allows businesses to download lead information for use in external systems, reporting tools, or marketing platforms. Why Export Leads? Businesses export leads for: Marketing campaigns CRM imports Sales reporting Customer analysis Backup purposes Exporting Leads Open AIChatAgent Dashboard. Navigate to Leads. Select Export Leads. Choose your preferred export format. Download the file. Available Export Data Depending on your account configuration, exports may include: Name Email Address Phone Number Company Name Lead Source Date Captured Lead Status Filtering Before Export You may choose to export: All Leads Leads from a specific date range Leads from a specific source Qualified leads only Filtering helps keep exports organized and relevant. Using Exported Data Exported files can be imported into: CRM platforms Email marketing tools Spreadsheet applications Business reporting systems Data Privacy When exporting customer information: Store files securely. Limit access to authorized personnel. Follow applicable privacy regulations. Avoid sharing sensitive customer information unnecessarily. Best Practices Export leads regularly. Maintain secure backups. Remove duplicate records. Verify data accuracy before importing into other systems. Lead exports make it easy to integrate AIChatAgent with your existing business workflows.
CRM Registry
Last Updated: June 15, 2026CRM Registry CRM Registry serves as the central database for all customer and lead information collected through AIChatAgent. What is CRM Registry? CRM Registry automatically stores contact information captured during conversations. This allows businesses to build and manage customer relationships from a single location. Information Stored Depending on your settings, CRM Registry may store: Name Email Address Phone Number Company Name Conversation History Lead Source Activity Records Benefits CRM Registry helps businesses: Organize customer data Track interactions Manage sales opportunities Improve customer engagement Viewing CRM Records Open AIChatAgent Dashboard. Navigate to CRM Registry. Select a contact record. You can review all available customer information. Customer Profiles Each profile may contain: Contact details Previous conversations Interaction history Lead status Activity timeline Using CRM Data Businesses commonly use CRM Registry for: Lead nurturing Customer support Sales outreach Marketing campaigns Best Practices Keep records updated. Remove outdated contacts. Review activity regularly. Follow applicable privacy regulations. A well-maintained CRM Registry can significantly improve customer relationship management and sales performance.
View Captured Leads
Last Updated: June 15, 2026View Captured Leads The Leads Dashboard provides a centralized location for managing all leads collected by your AI agents. Access Your Leads Log in to ChatShiftAI. Open AIChatAgent Dashboard. Navigate to Leads. You will see all captured leads associated with your account. Lead Information Each lead record may include: Name Email Address Phone Number Company Name Lead Source Collection Date Conversation History Reviewing Lead Details Select any lead to view: Contact information Chat history Lead qualification details Associated conversations Lead Sources Leads may originate from: Website Widget Landing Pages WhatsApp Integrations AI Conversations Understanding lead sources helps measure performance and marketing effectiveness. Search and Filter Leads Use available filters to locate specific contacts. Examples: Name Email Address Date Range Source Status Managing Leads Businesses often use lead information for: Sales follow-up Customer support Marketing campaigns Product inquiries Best Practices Review new leads daily. Follow up quickly. Maintain accurate contact records. Remove duplicate entries when necessary.
Enable Lead Collection
Last Updated: June 15, 2026Enable Lead Collection Lead Collection allows your AI agent to gather customer information during conversations and automatically save it for future follow-up. What Information Can Be Collected? Depending on your configuration, AIChatAgent can collect: Name Email Address Phone Number Company Name Custom Fields How Lead Collection Works The AI naturally requests customer information during conversations. Example: Customer: “I’d like more information about your services.” AI: “Sure! May I have your email address so we can send additional details?” Collected information is automatically stored in your account. Enable Lead Collection Open AIChatAgent Dashboard. Select your AI Agent. Navigate to Lead Capture Settings. Enable Lead Collection. Save your settings. Your AI agent will begin collecting lead information during conversations. Customize Lead Collection You may choose: Which fields to collect When to ask for information Required vs optional fields Lead qualification questions Best Practices Request only necessary information. Keep forms simple. Ask for contact details after providing value. Test lead collection regularly. Benefits Lead collection helps businesses: Build customer databases Increase sales opportunities Improve follow-up campaigns Grow marketing audiences Once enabled, every conversation becomes a potential lead generation opportunity.