Dashboard

AI Agent Management

Lead Forms

Collect customer details directly inside the chat experience.

Documentation Index

Fetch the complete documentation index at: /llms.txt

Use this file to discover all available QwryAI pages before exploring further.

Use Lead Forms when the chatbot needs to collect structured information for sales, demos, quotes, or follow-up support. Keep forms short so customers can complete them quickly.

  • Sales inquiries
  • Demo requests
  • Quote requests
  • Support follow-up
  • Contact collection
  • Pre-qualification questions
QwryAI lead form builder
Build lead forms with the fields your team actually needs.
  • Use clear labels.
  • Avoid asking for information your team will not use.

Create a Lead Form

  1. Open the selected chatbot.
  2. Open Lead Forms.
  3. Create a new form.
  4. Add the fields you need.
  5. Mark only essential fields as required.
  6. Save the form.
  7. Test the form in Playground.
QwryAI lead form preview
Preview the form before enabling it for customer conversations.
  • Submit a test lead.
  • Confirm the submission appears in the correct workspace.

Review Submissions

Lead submissions should be reviewed with conversation context. The customer message often explains intent better than the form fields alone.

QwryAI conversation details with lead context
Use conversation details to understand why the lead submitted the form.
  • Review the question before follow-up.
  • Create a ticket if the lead also needs support work.
Field typeUse carefully for
Name and emailNormal follow-up and sales routing.
Phone numberOnly when your team is ready to call or message the customer.
Company or roleB2B qualification and routing.
Custom fieldsSpecific qualification questions that affect follow-up.