Timing rules
- ✓Ask after a set number of messages.
- ✓Ask after buying intent or qualifying questions.
- ✓Limit lead capture to selected pages, topics, or use cases.
Lead Capture
Capture leads when the conversation is ready.
Use subtle, configurable in-chat CTAs so businesses can collect lead details after visitors have received value.
Convo captures leads at the moment of useful intent: after the visitor has asked enough for the business to understand what they need and how valuable the enquiry is.
Customisation
- ✓Control CTA wording, tone, fields, and confirmation copy.
- ✓Match the prompt to the business brand instead of using a generic pop-up.
- ✓Preserve conversation context so the lead is useful to sales or support.
Routing
- ✓Store leads in Convo for review.
- ✓Notify the business when a high-intent lead arrives.
- ✓Connect to CRM, CMS, webhook, or lead workflows where supported.
Why it is different
- The CTA can be based on message count, topic, page, qualifying answers, or intent rather than a blunt site-wide pop-up.
- Lead records include the conversation, so the follow-up starts with context instead of a cold form submission.
- The same signal that identifies a lead also helps Convo understand which content or FAQ gaps are creating demand.
What the business gets
- ✓More useful enquiries with less pressure on first-page visitors.
- ✓Cleaner handoff to sales, support, or marketplace operators.
- ✓Better understanding of which questions convert into real opportunities.
Conversion angle
Lead capture that feels like service.
Instead of forcing a form before the visitor is ready, Convo asks when it can offer something specific: a quote, matched options, guide, callback, availability check, or saved recommendation.
Match CTA copy to the conversation.
Ask only for fields the business can use.
Keep the visitor's need attached to the lead.
Example workflow
From chat to CRM without losing context.
Show the path clearly: visitor question, identified lead, then routing into the tools the business already uses.
1
Chat
Visitor asks for a Cavoodle breeder near Brisbane
2
Lead
Breed, location, budget, and timing detected
3
Route
Send to CRM, spreadsheet, webhook, or API
Lead destinations
HubSpot✓
Salesforce✓
Google Sheets✓
REST API✓
Ready to see the workflow?
Start with the product flow, then choose the setup that fits your website, lead process, and publishing workflow.
Try Convo on your own website.
Install the widget, watch real visitor questions land, and review every lead and content suggestion before anything ships. Live in 15 minutes on WordPress, Shopify, or Webflow.