Leads

Lead capture

ChatDek captures leads from your website chats. You can ask for details before the chat starts, let the assistant ask during the conversation, and add your own custom fields. Every lead is saved in the portal with the full conversation, so your team can follow up with context. Leads can be tagged, noted and exported to CSV.

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Plans

All plans

Intent labels

5 types

Export

CSV

How it works

How does lead capture work?

Choose how to collect details: a pre-chat form, a prompt during the chat, or both.

Add custom fields for anything else you need, such as company name or budget.

Each lead appears in the Leads page with the conversation and what the visitor wanted.

Your team gets notified, follows up, and adds tags or notes. Export to CSV whenever you need.

What's included?

Pre-chat form and in-chat lead prompt
Custom fields
Leads list with the full conversation for each lead
Conversations labelled by intent: pricing, sales, booking, support or complaint
Tags and notes
In-portal, browser or phone push, and email notifications for each team member
CSV export

Which plans include it?

Lead capture is on every plan. You can store 50 leads on Starter, 500 on Pro, 5,000 on Agency and unlimited leads on Ultimate.

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Want to see it first?

Try the live demo on our home page, or book a call with the ChatDek team.

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FAQ

Questions about lead capture

What details can ChatDek collect from visitors?

ChatDek can collect a visitor's name, email and phone number, plus any custom fields you add, either before the chat starts or during the conversation.

How will my team know about a new lead?

Each team member can choose in-portal, browser or phone push, and email notifications, so the right people hear about new leads.

How do I move leads into my other tools?

You can export your leads to a CSV file from the portal and import that file into any tool that accepts CSV.

What does the intent label on a conversation mean?

ChatDek labels each conversation by what the visitor wanted, such as pricing, sales, booking, support or a complaint, so you can see what to follow up first.

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