How can I capture custom lead data from conversations?

The Lead Extraction section lets you define custom fields that your AI agent can identify in conversations and store in lead profiles.

This helps you collect the information that matters to your business, such as budget, timeline, product interest, or preferred contact method.

How it works

1. You define the fields you want to capture.
2. The AI agent identifies relevant information during the conversation.
3. When a matching value is found, it is added automatically to the lead profile.

This makes the Leads section more useful for qualification, follow-up, and analysis.

How to access Lead Extraction

1. Open the AI agent you want to configure.
2. Go to Tools.
3. Open Lead Extraction.
4. Configure the fields you want that AI agent to capture.

Lead Extraction settings apply to the AI agent you are currently editing. If you manage multiple AI agents, configure the fields separately for each one as needed.

Adding custom fields

Quick Add

You can quickly add common lead fields such as:

• Budget Range
• Timeline
• Preferred Contact Method
• Product Interest

Select an option to add it to your Lead Extraction setup.

Create your own field

To capture information specific to your business:

1. Click + Add Field.
2. Complete the field settings.

Field Name

The internal identifier for the field.

Keep it short, clear, and consistent, especially if you plan to use the data through the API or other integrations.

Display Label

The name shown in the Leads section.

Examples:

• Budget Range
• Preferred Plan
• Property Type
• Destination

What to Extract

Describe clearly what information the AI agent should identify in the conversation.

For example:

• "What is the user's budget?"
• "Which product are they interested in?"
• "When are they planning to purchase?"
• "What destination are they interested in?"

More specific extraction instructions generally make it easier for the AI agent to identify the right information.

3. Save the field.

Timezone setting

Lead Extraction includes a timezone setting for interpreting date- and time-related information.

The default setting is Auto-detect (browser timezone).

This can matter when you extract information such as appointment dates, deadlines, travel dates, or follow-up times. Choose the timezone that best matches how you want those values interpreted.

Where extracted data appears

When the AI agent identifies a configured field during a conversation, the value is added automatically to the user's lead profile.

You can view the extracted information in the Lead Details view together with the other available information collected for that user.

Fields are populated when relevant information is detected in the conversation. If a user has not provided information for a particular field, that field may remain empty.

Tips for better lead extraction

• Start with the fields that are most useful for qualification or follow-up.
• Write clear and specific instructions in What to Extract.
• Use consistent field names and display labels.
• Review extracted lead data periodically to make sure the fields are useful for your workflow.
• Avoid adding too many fields at once. Start with the most important information and expand as needed.
• Remember that Lead Extraction fields are configured per AI agent.

Lead Extraction works best when each field has a clear purpose and the extraction instruction describes exactly what information should be captured.