NovaSupport's Lead Builder helps you create forms that convert visitors into qualified leads without disrupting the conversation flow.
Getting Started
- Navigate to Leads → Lead Builder in your dashboard.
- Click Create New Form.
- Give your form a descriptive name.
Adding Fields
Choose from built-in field types:
- Name: Capture the visitor's name.
- Email: Required for follow-up communication.
- Phone: For sales or support calls.
- Company: B2B lead qualification.
- Custom: Create any field you need.
Form Placement
Decide where your form appears:
- Inline: Naturally within the conversation.
- Popup: As a modal overlay.
- Pre-chat: Before the conversation starts.
Triggering Rules
Smart triggers improve conversion rates:
- After N messages: Wait until engagement is established.
- On specific topics: When discussing pricing, demos, etc.
- Exit intent: Capture leaving visitors.
Best Practices
- Keep it short: 2-3 fields have the highest conversion.
- Offer value: Give something in return (demo, quote, resource).
- Be transparent: Explain how you'll use their information.