Leads

Nobi can capture visitor contact information during or after AI conversations, turning engaged visitors into actionable leads for your team. Leads are stored in your dashboard, and your team gets notified by email when new ones come in.

Lead Capture Modes

Nobi supports three lead capture modes, configured in the Lead Form settings:

Disabled

Lead capture is turned off. The AI will not ask for contact information.

Native (AI collects)

The AI assistant collects contact info directly in the conversation using an inline form. After providing value to the visitor, the AI naturally offers to connect them with your team and presents a form to collect their name, email, and phone number. This is the recommended mode for most businesses.

External Form

The AI directs visitors to your existing contact form (for example, a dealer website's contact page). Nobi tracks when the visitor submits that form and attributes the lead back to the AI conversation that referred them. This is ideal for businesses that already have established contact forms they want to keep using.

Configuring Lead Capture Fields

Configuring your leads form on Nobi’s dashboard

When using native mode, you control which fields the AI collects:

Name (required by default)

Email (required by default)

Phone (optional by default)

Custom fields can be added for your specific needs. Configure these in the Lead Form settings page.

Lead Notifications

When a new lead is captured, Nobi sends an email notification to the addresses you configure in Lead Form settings. The email includes:

The visitor's contact information

A summary of what they discussed with the AI

A link to view the lead in your dashboard

External Form Attribution

When using External Form mode, Nobi tracks the connection between an AI conversation and a form submission on your site. This works automatically for standard HTML forms on the same domain.

For custom or non-standard forms, you can manually signal a submission using the JavaScript API:


window.Nobi.trackFormSubmission({
  name: "John",
  email: "[email protected]"
});

Managing Leads

All captured leads appear on the Leads page in your dashboard. From there you can:

Search leads by name or email

View the full conversation context for each lead

Add notes for follow-up

Delete leads you no longer need

How Lead Capture Relates to Business Objectives

The AI adapts its lead capture behavior based on your configured business objective. If your primary goal is set to Capture Leads, the AI will be more proactive about collecting contact information. For other goals like Drive Sales or Book Appointments, the AI only asks for contact info when the visitor shows strong intent or explicitly requests follow-up.

Configure your business objective on the Training > Behavior page. Configure lead capture fields and notifications on the Leads > Lead Form page.

Leads Lead Capture Modes Disabled Native (AI collects)External Form Configuring Lead Capture Fields Lead Notifications External Form Attribution Managing Leads How Lead Capture Relates to Business Objectives