How to Capture Leads with an AI Chatbot

Turn website visitors into qualified leads through conversation

Vatdi makes it easy to capture leads with an AI chatbot that engages visitors proactively, answers their questions, and collects contact information through natural conversation. Unlike static forms, chat-based lead capture feels personal and converts at rates two to three times higher than traditional web forms.

Step-by-Step Guide

Step 1

Set up your Vatdi chatbot

Create a free account, train the AI on your content, and embed the widget on your site.

Step 2

Configure lead capture forms

Define which fields to collect (name, email, phone, company) and when the chatbot should ask for them.

Step 3

Set qualification criteria

Add qualifying questions and scoring rules so the AI identifies high-intent prospects automatically.

Step 4

Connect your CRM

Integrate with your CRM to push leads and conversation data in real time.

Why Chat Converts Better Than Forms

Visitors are more willing to share their email and phone number during a helpful conversation than through a cold form. Vatdi builds rapport by answering questions first, then asks for contact details at the right moment, resulting in significantly higher conversion rates.

Qualify Leads Automatically

Configure Vatdi to ask qualifying questions like budget, company size, or timeline. The AI scores each lead and routes high-intent prospects to your sales team immediately via email, Slack, or CRM integration.

Integrate with Your CRM

Push captured leads directly to HubSpot, Salesforce, Pipedrive, or any CRM via Vatdi webhooks and native integrations. Every lead includes the full conversation transcript and qualification data.

Key Benefits

Capture visitor emails through helpful conversation

Qualify leads with automated questions and scoring

Route hot leads to sales in real time via CRM integrations

Recover leads from visitors about to leave the site

Frequently Asked Questions

Vatdi engages visitors with helpful answers, then asks for contact details at the right moment in the conversation. Leads are stored in your dashboard and can be pushed to your CRM.

You can configure any fields: name, email, phone number, company, budget, timeline, or custom fields relevant to your business.

Yes. Set qualifying questions and scoring rules. Vatdi labels each lead as hot, warm, or cold based on your criteria.

Vatdi integrates with HubSpot, Salesforce, Pipedrive, and any CRM that supports webhooks or API connections.

Yes. Basic lead capture with email and name fields is included in the free plan. Advanced qualification is available on paid plans.

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