# Lead Forms

Collect customer details directly inside the chat experience.

## Collect information from visitors

Lead forms collect the contact and request details your team needs to follow up. Use real business questions and keep required fields limited to what the workflow needs.

## Configure the form

| Section | Configure |
| --- | --- |
| Greeting & Introduction | Explain why you need the information. |
| Trigger & Activation | Choose when the collection flow appears. |
| Fields | Set labels, field types, required fields, and the collection order. |
| Completion & Actions | Define the confirmation and supported follow-up behavior. |

## Check collection and submission

1. Preview the form on the channel where customers will see it.
2. Check required-field errors and the order of questions.
3. Submit information you are authorized to use.
4. Review the recorded submission and any configured completion action.

## Related guides

- [Collect Leads action](/docs/user-guides/actions/collect-leads)
- [Custom form](/docs/user-guides/actions/custom-form)
- [Contacts](/docs/user-guides/contacts/overview)