Lead capture · Autessa CRM
AI Lead Capture
AI Lead Capture is the AI lead concierge that comes with Autessa CRM. It sits on your website as a chat bubble (or a full page), answers visitor questions, and when someone shows real interest it qualifies them over a few natural turns, asks permission, and saves a lead with their use case, systems, company, role, timeline, company size, a Hot, Warm or Cold tier and a summary for your rep.
The problem
Contact forms lose the visitors who just had a question
Most visitors will not fill in a form to ask “do you work with QuickBooks?”. A chat that answers first and qualifies second turns those questions into conversations, and conversations into leads your rep can call with context.
What you get
- Answers first, then moves the conversation forward, one question per message, in plain English.
- Qualifies in roughly this order: use case and systems, company and role, timeline and company size, then name and work email. Phone is optional and never pushed.
- Asks consent in one sentence before saving, and saves only after the visitor agrees.
- Saves one lead per conversation: full name, email, phone, company, job title, company size, inquiry type, use case, systems involved, timeline, lead tier, summary, status New and the source.
- Inquiry types: Sales, Partnership, Support, Careers, Other.
- Tiers: Hot (clear need and a timeline within three months), Warm, Cold (just exploring or no clear need).
- Never asks for passwords, API keys or payment details; the footer reminds visitors not to share them.
- Only claims what your instructions say; anything else becomes a follow-up offer instead of a guess.
- Embeds as a bubble with a close button, or runs as a full page; suggested prompts on the welcome screen.
How it works
How does ai lead capture work in Autessa CRM?
- 1
A visitor opens the chat
Welcome text and suggested prompts, such as “I want to talk to someone about a project”.
- 2
It answers and learns
One question at a time: what they want to do, which systems, company and role, timeline.
- 3
It asks permission
“Can I pass this to our team so a specialist can reach out to you at <email>?”
- 4
It saves the lead
Once, with a tier and a 2 to 4 sentence summary for the rep, then tells the visitor the team will follow up by email.
Every option
What AI Lead Capture saves
| Option | What it does |
|---|---|
| Contact | Full name and email (required), phone, company, job title. |
| Company size | 1-10, 11-50, 51-200, 201-1000, 1000+, Unknown. |
| Inquiry type | Sales, Partnership, Support, Careers, Other. |
| Use case and systems | In the visitor’s own words. |
| Timeline | Immediately, 1-3 months, 3-6 months, Just exploring, Unknown. |
| Lead tier | Hot, Warm, Cold. |
| Summary | Who they are, what they need, urgency and the suggested next step. |
| Status and source | New, and the site the chat ran on. |
| Widget | Bubble embed with close, or a full page; no file or voice uploads. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Website visitor | Ask questions, share details if they choose, agree or decline to be contacted. |
| Sales team | Follow up on saved leads using the tier and summary. |
| Administrator | Edit what the assistant knows and how it qualifies. |
AI assist
How AI helps here
AI Lead Capture is an Autessa AI agent with one tool: saving a lead, at most once per conversation, and only after consent. It uses the visitor’s own words and leaves unknown fields out rather than guessing.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about ai lead capture
What is AI Lead Capture?
An AI lead concierge for your website that comes with Autessa CRM. It answers visitor questions, qualifies interest and saves a lead with a tier and summary after the visitor agrees to be contacted.
Does it save every visitor?
No. It saves a lead only after the visitor gives at least a name and email and agrees to be contacted, and only once per conversation.
How does it decide Hot, Warm or Cold?
Hot means a clear business need and a timeline of immediately or within three months. Cold means just exploring, a student, a vendor pitch or no clear need. Everything else is Warm.
Will it make up answers?
It is instructed to claim only what you have told it. For anything else, it says it does not have a confirmed answer and offers a follow-up from your team.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours