What it does
Your stand-in is trained to ask for the visitor's name, email, and phone number when the conversation calls for it — never up front, never as a wall. The captured info appears in your dashboard while the chat is happening, and it's saved against the session forever.
When a visitor wants a callback, the agent flags them with requestFollowup. After the chat closes, you get an email with the full transcript and the captured contact info, ready to forward or paste into your CRM.
You can also filter the chat history later by “has email,” “has phone,” or “any contact” — so you never have to dig through transcripts to find the leads.
When it helps
You run lead gen. Every chat that captured an email is a lead. Filter History by "has email" and you have a list.
You sell consulting. A visitor wants a 30-minute call. The agent captures their email and flags follow-up. You wake up to a transcript with their question and contact info.
You're an agency. Different reps for different clients — each rep gets follow-up emails for their own agents only.
You're in real estate. A visitor asks about a listing at midnight. Phone number captured. You call them at 9am with context.
You're a SaaS founder. You want to see which prospects asked about pricing vs integrations. Filter History by contact + read the transcripts.
How to use it
- 01
Train the agent to ask
In the agent's training prompt, mention what you want collected and when. For example: “Ask for the visitor's name once we've had a couple of useful exchanges. Ask for email if they want to be sent something or want a follow-up. Ask for phone only if they offer it.” The agent has the contact-capture tools built in — you just tell it when to use them.
- 02
Tell the agent when to flag follow-ups
In the same prompt: “If they want a callback, a demo, or to talk to a human, mark them as wanting follow-up.” The agent uses the
requestFollowuptool when that condition fires. - 03
Watch info land in real time
Open any active chat in your dashboard. As the agent captures name, email, or phone, it appears in the contact panel next to the transcript.
- 04
Get the email
When a session closes with a follow-up flag, you get an email with the full transcript and captured contact info. No setup needed — emails go to the rep who owns the agent.
- 05
Filter History
Open History in the sidebar. Use the Contact filter:
- Has email — only sessions where an email was captured
- Has phone — only sessions where a phone was captured
- Any contact — sessions with at least one piece of info
Sort by date, click any row, read the transcript.
- 06
Combine filters
The Type filter (Human / AI / My team) layers on top. Want every AI-handled chat that captured a phone number? Set Type → AI, Contact → Has phone.
Try it on your site. Free, forever.
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