How can I build a custom lead generation process?

You can build a custom lead generation process in AskHandle by combining structured questions with automatic lead extraction.

The main options are:

• AI Form for collecting multiple answers in a guided sequence
• Question node for asking and validating one specific question
• Lead Extraction for automatically capturing information from the conversation

You can use one of these approaches or combine them in the same AI agent depending on how you want to collect information.

Use AI Form for structured lead capture

Use the AI Form node when you want to ask several questions in a defined order and collect structured answers.

Questions are asked one by one. Each answer is saved before the next question is shown.

This works well for:

• Lead qualification
• Contact forms
• Booking requests
• Service inquiries
• Applications
• Any workflow where several pieces of information need to be collected

Add questions

In AI Form Settings, click + Add Question to add the prompts you want to ask.

For each question, you can configure:

• The question text
• Whether the user can skip the question
• Optional quick reply buttons
• Validation
• Answer settings

Quick reply buttons can be useful when you want users to choose from a small number of common answers instead of typing a response.

Validate answers with AI Verification

For questions where the answer needs to meet specific criteria, enable AI Verification.

AI Verification runs before the answer is saved.

You provide a verification prompt describing what a valid answer should look like. If the user's answer does not meet those criteria, the AI asks the question again.

For example, you could verify that:

• An email is a business email
• A requested value meets your qualification criteria
• A response contains the information needed to continue

You can also configure a message to show when validation fails.

Clean answers before saving

After verification passes, you can enable AI Answer Cleanup.

AI Answer Cleanup quietly processes the user's response and saves a clean value instead of the full conversational reply.

For example:

“My name is John Smith” → “John Smith”

A descriptive Answer Label helps the AI understand what value should be extracted.

You can also provide an optional extraction hint when the expected value may be ambiguous.

Depending on your setup, cleanup can normalize text or map an answer to fixed values.

The execution order is:

User answers → AI Verification → AI Answer Cleanup → Saved

Let users review their answers

AI Form can optionally show a confirmation step after all questions are answered.

When Ask user to confirm before submitting is enabled, the user sees a summary of the collected answers.

If the user identifies a mistake, the AI corrects only that field. The user does not need to restart the whole form.

You can also add a completion message that appears after the form is finished.

All answers collected by the AI Form are available as context for AI nodes that come after the form.

Use the Question node for one specific question

Use the Question node when you only need to ask one question and wait for the user's reply.

The conversation pauses until the user answers, then the reply moves to whatever node you connect next.

This is useful for collecting one specific value, such as:

• Email address
• Phone number
• URL
• Product code
• Zip code
• Another structured value

Validate the reply

The Question node includes built-in validation, so you do not need a separate Validation node.

Turn on Validate reply when you need the answer to match a specific format.

Available validation options can include:

• Email
• Phone Number
• URL
• List / CSV Lookup
• Custom Pattern

If the answer is invalid, the user receives an error and the question is asked again.

Leave validation off when any reply is acceptable.

Use Lead Extraction to capture information naturally

Not every lead detail needs to be collected through a form or direct question.

Lead Extraction can automatically identify information the user provides naturally during the conversation and save it to the lead profile.

You can use default lead fields or create custom lead fields based on your business needs.

For example, you might create custom fields for:

• Brand
• Color
• Budget
• Amount
• Property type
• Destination
• Product interest
• Timeline

When the relevant information appears in the conversation, the AI can extract the value and add it to the lead profile.

This is useful when you want to collect information without interrupting the conversation with additional questions.

Which option should I use?

Use AI Form when you need to collect several required or structured answers in sequence.

Use the Question node when you need one specific answer at a particular point in the workflow.

Use Lead Extraction when you want the AI to capture useful information that users provide naturally during the conversation.

You can also combine them.

For example, Lead Extraction may capture a user's product interest and budget during a normal conversation, while an AI Form later collects their name, email, preferred contact method, and other required details.

Example lead generation flow

A lead generation flow could work like this:

1. The user asks about a product or service.
2. The AI agent answers the user's questions.
3. Lead Extraction captures details such as product interest, budget, or timeline when they appear.
4. When the user is ready to continue, the flow opens an AI Form.
5. The AI Form collects required contact and qualification details.
6. AI Verification checks answers that need to meet specific criteria.
7. AI Answer Cleanup saves clean, structured values.
8. The user reviews the answers if confirmation is enabled.
9. The collected information is available to the next nodes in the workflow.

This lets you combine a natural conversation with structured lead capture only when it is needed.