Chatbot Lead Collection

Chatbot Lead Collection allows an Aimogen chatbot to intentionally collect contact or identification data from users during a conversation. This is not automatic, implicit, or hidden behavior. Leads are collected only if you explicitly configure the chatbot to do so, and only through conversational logic.

Lead collection is a capability, not a default feature.

---

What Lead Collection Means in Aimogen #

Lead collection means the chatbot can:

• ask users for specific information
• receive that information via chat
• store or forward it according to configuration

Typical lead data includes:

• email address
• name
• phone number
• company name
• custom text fields

Nothing is collected unless the chatbot is instructed to ask for it.

---

How Lead Collection Is Triggered #

Lead collection is instruction- and rule-driven, not form-driven.

It usually happens through:

• persona instructions
• conversation rules
• trigger-based workflows
• explicit chatbot prompts

Examples:

• asking for an email before continuing support
• requesting contact details to send a quote
• collecting a name for personalization
• qualifying a lead before escalation

There is no automatic scraping or background data capture.

---

No Hidden Forms or Silent Collection #

Aimogen does not:

• inject hidden form fields
• auto-capture user data
• infer personal data
• scrape browser or account details
• collect data without user input

All lead data is provided voluntarily by the user through chat messages.

---

Lead Collection vs Forms #

Chatbot lead collection is conversational, not structural.

Differences from forms:

• no fixed field order
• no required schema unless you enforce one
• data arrives as part of chat flow
• collection can be conditional

This makes it more flexible but also requires careful design.

---

What Happens to Collected Data #

What happens next depends on your configuration.

Possible outcomes include:

• storing the data internally
• logging it as part of the conversation
• sending it via integrations
• triggering workflows
• displaying it to admins

Aimogen does not automatically:

• send emails
• create users
• add contacts to CRMs
• subscribe users to lists

Those actions require explicit setup or integrations.

---

Frontend vs Backend Lead Collection #

Frontend Chatbots #

On the frontend:

• lead collection affects real users
• GDPR and consent rules apply
• privacy disclosures are required

Frontend lead collection should always be intentional and documented.

Backend Chatbot (Playground) #

In the backend:

• lead collection is typically used for testing
• data is usually irrelevant or dummy
• no consent gating is applied

Backend collection should not be treated as production data.

---

Logged-In Users vs Guests #

For logged-in users:

• some identity context may already exist
• you should avoid asking for redundant data

For guests:

• all lead data must be explicitly requested
• persistence may rely on session or cookies

Do not assume identity unless you have it.

---

Validation and Accuracy #

Aimogen does not validate lead data automatically.

This means:

• email formats are not guaranteed
• phone numbers may be invalid
• users can provide fake information

If validation is required, it must be implemented through:

• rules
• workflows
• external systems

---

Privacy and GDPR Considerations #

Lead data is personal data.

You are responsible for:

• informing users why data is collected
• enabling consent if required
• defining retention policies
• honoring deletion requests

Aimogen provides the mechanism, not the legal framework.

Never collect:

• sensitive personal data
• payment information
• health or biometric data
  unless you fully understand the legal implications.

---

Common Use Cases #

Chatbot lead collection is commonly used for:

• contact requests
• sales qualification
• support escalation
• newsletter signups
• quote requests
• booking follow-ups

It works best when tied to a clear user benefit.

---

Common Mistakes #

• collecting data without explaining why
• asking too early in the conversation
• requesting too much information
• storing leads without a plan
• ignoring consent requirements
• assuming chatbot data is “informal”

Chatbot leads are still leads.

---

Best Practices #

• explain why you are asking for data
• collect the minimum necessary
• ask one piece of data at a time
• confirm the information back to the user
• avoid aggressive lead capture
• document behavior in your privacy policy

A helpful chatbot converts better than a pushy one.

---

What Lead Collection Does Not Do #

Lead collection does not:

• guarantee conversions
• validate user identity
• create CRM records automatically
• replace forms in all cases
• bypass privacy laws

It is a conversational input mechanism, nothing more.

---

Summary #

Chatbot Lead Collection in Aimogen allows chatbots to intentionally request and receive user information through conversation. It is fully opt-in, instruction-driven, and configurable per chatbot. Nothing is collected automatically, and all privacy, consent, validation, and storage responsibilities remain with the site owner. Used carefully, lead collection turns chatbots into effective, user-friendly entry points for sales and support workflows.