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Quick StartWelcome to QwryAI

Get started with QwryAI and discover how to build an AI support assistant trained on your business data.

Quick StartBuild Your First AI Agent

Create a support agent from your website, review its knowledge, and publish it to your site.

Quick StartBest Practices

Use these practices to improve answer quality, reduce failed handoffs, and keep your chatbot useful over time.

Quick StartResponse Quality

Improve how accurately and helpfully your chatbot answers customers.

AI Agent ManagementPlayground

Test and optimize your chatbot before deployment.

AI Agent ManagementData Sources

Add, train, and maintain the knowledge your agent uses to answer customer questions.

AI Agent ManagementDeploy

Add your chatbot to a website or ecommerce storefront.

AI Agent ManagementSettings

Choose the Copilot model, set a rate limit, and block spam and countries.

AI Agent ManagementEmail Settings

Configure email handoff and reply behavior for chatbot support workflows.

AI Agent ManagementLead Forms

Collect customer details directly inside the chat experience.

AI Agent ManagementIntegrations

Connect QwryAI with external platforms and business tools.

AI Agent ManagementDeveloper & Agent Access

Connect QwryAI to external AI tools, MCP clients, scripts, and CLI workflows.

AI Agent ManagementBackstage

Ask questions about your agent and workspace in a dedicated internal conversation.

AI Agent ManagementInstructions

Define your agent's behavior, guardrails, model, and response style.

AI Agent ManagementProcedures

Write a repeatable customer process with instructions, conditions, and actions.

AI Agent ManagementAction approvals

Review the exact input before an action performs a business write.

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Actions

Collect Leads

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

View as MarkdownDocumentation index

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.

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.