Steps AI
AI lead capture agent

Capture leads while they are still talking to you.

Visitors ask a few questions and leave before filling in a form. Your agent answers them and collects the details your team needs during the conversation.

Sign in
  • Details collected in the chat
  • Saved to your CRM or HubSpot
  • Your team follows up with context
Works onWebsiteWhatsAppInstagram
Walkthrough

From a question to a qualified lead.

A visitor on your pricing page.

Step 1 · Answer the

Answer the first question.

The agent answers before it asks for anything.

Answered firstYour information
Plans and channelsFrom your pricing page
No form yetThe agent answers before it asks

Does your plan include WhatsApp?

Yes, WhatsApp, Instagram and Messenger connect through one Meta connection on paid plans.

Question answered
By industry

Site visits, admissions, bulk orders and consultations. The agent answers first, then collects what your team needs.

property brochure request
What the agent didAnswered the pricing questionCollected name and phoneSaved the lead with its source
9:41
S
Skyline HomesBusiness account
Today
WhatsApp

Skyline Homes

An example conversation for a real estate business. Your agent answers from your own information and tools.

See Steps AI for real estate

What your lead capture agent can do.

Better leads, with the conversation that came before. Select a capability to view an illustrative demonstration.

Collect the fields you need

Name, email, company, job title and custom fields, with required settings.

Let’s talk.
New enquiry
Details captured
A business enquiry saved with its source for follow-up
New leadSaved
Meerameera@example.com · Verified
Lumen HomeTag: quote request · Source: website
Synced to HubSpotOwner: sales team
Lead generation

Your agent answers first, then asks only for the details you switched on. Each lead is saved with where it came from, so your team follows up with context.

  • Name, email, company and your own custom fields
  • Verify by email or phone code
  • Saved to your CRM or HubSpot, tagged by source
Workspace prepared for the team to help with the customer enquiry
M
Meera ShahUnified inbox · Live request
Needs a person

We have three stores. Could someone call me today?

I have saved your details and alerted our team.

AAlex joined with the full history

Hi Meera, Alex here. Free at 4 for a quick call?

Assigned to AlexAI replies paused
Human handoff

When a customer asks for a person, or the agent reaches something it should not handle, the chat moves to your unified inbox with the full history. Nobody has to repeat themselves.

  • Set a wait time and a fallback message
  • Email the right person when someone is needed
  • On Instagram, replying from the app pauses the AI
Integrations

Send leads where your team already works.

HubSpot
Google Calendar
Calendly

Good to know

  • The agent saves what visitors share. It does not identify anonymous visitors.
  • Lead limits depend on your plan.
FAQ

Will it ask every visitor for their email?

No. You decide when the lead skill is used, in plain English, with examples of when it should not be.

Can it book a call too?

Yes. Add the booking skill and the agent can book a call after it captures the lead.

One agent, many jobs

One agent can do more than one job.

Give the same agent the skills it needs, or run a separate agent for each job. They share your information, inbox and contacts.

AI sales agentHelp customers choose and buy
AI support agentAnswer questions at any hour
AI booking agentBook appointments and demos
AI receptionistAnswer calls and take bookings

See the AI lead capture agent with your own business in mind.

Book a demo and we will walk through it using your own information and channels.