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Doing it politely
Ask for details when they help the visitor, explain why, and link your privacy policy. Capture only what you need.
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The short answer
Lead capture is collecting a visitor's contact details, such as name, email and phone, so your team can follow up. In a chat it can happen before the chat starts, when the assistant asks at the right moment, or through a form.
Ask for details when they help the visitor, explain why, and link your privacy policy. Capture only what you need.
Questions
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