# Collect Leads

Ask for customer details at the point where follow-up is useful.

## Overview

Collect leads creates a customer-details action. Define when the agent should ask for information, the message shown with the form, and the fields the customer needs to complete.

## Set up the request

1. Open Build → Actions, choose Create action, then Collect leads.
2. In General, enter an Action name and Description.
3. Write When to use instructions that explain the customer intent for this form.
4. Write the Customer prompt that introduces the request for details.
5. Continue to Details collection and review each field.

## Choose the fields

The starting fields are Name and Email address, both required. Review their names, input types, descriptions, and Required settings. Add only the information needed for the follow-up and keep field names distinct.

> **Customer prompt**: Explain why you need the information and what the customer can expect next. Do not promise a response time unless your team can meet it.

## Save and publish

Select the connected channels where the action should run. Save the draft, review its preview, and publish it when the configuration is complete. Check the resulting enabled state before testing a live conversation.

## Test as a customer

1. Start a conversation with a request that matches When to use.
2. Check the customer prompt and field labels.
3. Try submitting without a required field, then enter valid test details.
4. Submit and confirm the conversation continues with the expected result.
5. Review the resulting customer details and conversation in the workspace.

## Related guides

- [Custom forms](/docs/user-guides/actions/custom-form)
- [Testing and publishing](/docs/user-guides/actions/testing-and-publishing)