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Thinkstack Chatbot: Lead Settings Guide

This guide will walk you through the Lead Settings section of your Thinkstack chatbot. You'll learn how to configure each element to effectively collect details from potential customers and streamline your lead-generation process.

Steps to Configure Lead Settings#

  1. Select Your Chatbot: Click on the chatbot for which you want to configure lead settings. Login to Thinkstack and Select the chatbot

  2. Access the Lead Settings: Navigate to the ‘Settings’ section. Select ‘Leads’ from the left sidebar. Go to Settings and Select Leads

  3. Enable Leads: Toggle the button to enable lead collection. Enable the Leads

  4. Choose a Lead Form Display Option: Decide if the lead form appears before the conversation (mandatory to proceed) or after the first response (optional and closable by the user). Select when you want to display the lead forms in the chat Note: If you choose to display the lead form after the conversation, the form will appear immediately after the chatbot’s first response.

  5. Customize Lead Form Fields: Begin by giving your form an appropriate title. Choose the field type (options include Name, Email, Phone Number, or Text), assign a label to each field, and add placeholder text to guide users on what to enter. Customize the lead forms Note: For essential fields, mark them as mandatory by checking the corresponding box. You can add up to 6 fields by clicking on + Add Field, but we recommend keeping it concise with 3–4 fields to ensure users complete the form quickly.

  6. Save Changes: Click the ‘Confirm and Save’ button to apply the changes. Save the changes made

Testing the Lead Form#

  1. Lead form Preview: Go to the ‘Preview’ section. Verify if the lead form appears based on your configuration. Save the changes made

  2. Test Form Submission: Fill out the leads form and submit the details. Fill the leads form and hit submit

Viewing Submitted Leads#

  1. Navigate to Leads Section: Go to the ‘Leads’ tab in the top navigation bar. View the leads data collected using the leads form

  2. Review Collected Data: View the submitted information in the respective fields.

  3. Export Lead Data: Download the data in CSV format for review or to share with your sales team. Download the leads

That's a wrap! 🎉 You're now ready to customize the Lead Settings to make your chatbot collect the leads of your potential customers.