Lead Capture for Your Website Chatbot.

Two ways. It auto-detects contact details — email and phone — when a visitor shares them in conversation, and it can show a proactive form you configure. Both create a lead in your pipeline, deduplicated so the same visitor isn't captured twice.

Yes. The proactive form is owner-configurable per chatbot: set the title and subtitle, choose which fields (name, email, phone) show and which are required, and pick when it appears — immediately, after the first message, or after a set number of messages. It's disabled by default until you turn it on.

Move each lead through a pipeline — new, contacted, qualified, converted, or lost — and export the whole list to CSV to use in your CRM or outreach tools. You can also jump from a lead straight to the conversation it came from.

It doesn't have to. The form respects smart rules: it never shows if it's disabled, if the visitor is already identified, or if they've dismissed or submitted it — and those choices are remembered for the conversation. You choose the trigger, so it can wait until a visitor is engaged.

When you open a lead, Zurvo can show an internal-only summary of the conversation it came from, so your team understands the context before reaching out — without reading the whole transcript.

A visitor who opens your chat and asks about your service is a lead — often warmer than anything a homepage form captures. Most chatbots answer the question and let that person walk away anonymous. Because lead capture is built into the same chatbot answering questions from your content (Grounded AI), it happens inside a genuinely helpful conversation instead of a pop-up that interrupts before you've earned it.

When a visitor types their email or phone in the course of chatting — 'can you email me a quote at jordan@example.com?' — Zurvo extracts it and creates a lead tagged to that conversation, no form required. It deduplicates and rate-limits so you get clean leads, not noise, and you can bulk-scan existing conversations to recover contact details you missed.

Zurvo validates the input against your configuration on the server, requires an actual contact method, and updates the visitor's identity on the conversation — so a submission always produces a real, usable lead rather than empty or malformed data.

Auto-detection and the proactive form cover the two real cases: the visitor who's already sold mentions their email to get a quote and is captured without friction, while the visitor still deciding gets a form only after they've engaged. Because you control the trigger, copy, and required fields, you can match the ask to your funnel — which is what makes Zurvo useful for lead generation and qualification, not just contact collection.

It's not a full CRM — Zurvo captures, statuses, and exports leads, but doesn't run email sequences or manage a full sales cycle, so export to the tool that does. It won't fabricate contact details: auto-detection captures only what a visitor actually shares, which is why the proactive form exists. And no pushy dark patterns — the form is dismissible, remembered, and off until you enable it.