Leads

Nobi can capture visitor contact information for sales inquiries and questions that need a person. Requests use the existing contact form and appear in your Leads dashboard with conversation details. Configure notification recipients in Lead Settings so your team receives email when a request comes in.

Lead Capture Modes

Nobi supports lead capture through the assistant experience. Configure capture types, recipients and contact fields in Leads > Lead Settings.

Disabled

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

Native (AI collects)

The AI assistant collects contact information directly in the conversation using an inline form. When a visitor accepts a sales or support follow-up offer, Nobi presents the fields you configured, such as name, email, and phone number.

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.

Choosing what to collect

Within Lead Capture Mode, use Capture sales leads and Capture Support / Service leads independently. Each enabled toggle reveals its notification recipients directly underneath it. Turn both off to disable capture.

Capture sales leads allows a sales follow-up after helping a visitor evaluate your products or business.
Capture Support / Service leads offers follow-up when a question needs a person, without adding sales contact prompts to ordinary shopping conversations.
Enable both for sales and support collection. Existing sales and Support / Service setups keep their configured capture types and separate recipients. Accounts without configured capture types default to sales only; new Support / Service capture must be enabled explicitly.

An empty recipient list still saves the lead in your dashboard, and the settings explain that no email will be sent. In Native mode, shared contact fields apply to both enabled types. External Form mode uses your configured form and its own notification process.

Unanswered questions and support follow-up

Nobi consults available product, page, and knowledge information first. If a relevant question remains unanswered, an action requires staff, or the visitor requests a person, Nobi offers optional support follow-up. An answered FAQ or a successful product search does not need a support request.

Visitors can accept or decline. In Native mode, acceptance opens the existing contact form. After submission, Nobi saves the request with the unresolved question, conversation details, and supplied contact information, then notifies your configured recipients. Separate issues can create separate support requests; repeated submission of the same form does not create another request.

External Form mode sends visitors to your configured form. Nobi does not automatically submit that form or promise that a transcript has been delivered.

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 fields in Leads > Lead Settings so Nobi knows which details to collect.

Lead Notifications

In Native mode, Nobi sends an email notification to the addresses configured for that capture type in Lead Settings. External forms use their own notification process. The Nobi 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

Notification recipients for each capture type

Some businesses need different people to hear about different leads. A dealership is the clearest example: the service desk books repairs, the sales team sells cars, and both kinds of visitor arrive through the same assistant.

Enable sales capture or Support / Service capture in Lead Settings, then enter notification recipients directly below that toggle. Disabled types hide their recipient fields. Nobi determines the request kind from the conversation, so visitors do not need to choose. To notify the same team about both kinds, enter the same addresses under both toggles. An empty list saves the request without emailing anyone.

For notification recipients:

Enter notification recipients under each enabled capture toggle.
Leave a recipient list empty to save that type of lead without email notifications. To stop collecting that type, turn off its capture toggle.
If Nobi cannot determine the request kind, it notifies the combined recipient lists for enabled capture types.

Leads always appear on your Leads page whoever is emailed, so nothing is ever lost by choosing not to be emailed about a kind.

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

Current lead capture surfaces

Lead capture happens through the assistant and configured lead fields. Exit-intent popups can start a conversation, but they do not include a separate built-in lead capture form toggle.

Authorized domains control where Nobi can run and collect lead information.
Captured leads appear in Leads with conversation context and the details Nobi collected.

Leads Lead Capture Modes Disabled Native (AI collects)External Form Choosing what to collect Unanswered questions and support follow-up Configuring Lead Capture Fields Lead Notifications Notification recipients for each capture type External Form Attribution Managing Leads Current lead capture surfaces