Contacts & Leads Overview
Every visitor who shares their details during a chat session is saved as a Contact in AIChatVault. Contacts are per-agent — each agent maintains its own contact list — and include name, email, phone, company, source, and a link back to the originating conversation.
How contacts are captured
| Capture method | How it works |
|---|---|
| Lead Capture form (Manual) | The AI asks the visitor for their details during the conversation when it judges the time is right |
| Lead Capture form (Auto) | A contact form appears automatically at the very start of every new chat session |
| Lead Capture form (Time-Based) | A contact form appears after a configurable delay (5–120 seconds) into the conversation |
| AI Email Action | When an Email action fires, the system extracts name and email from the conversation and creates or updates a contact |
| API source | Contacts can be created directly via the API by passing source: "form" |
Contact fields
| Field | Type | Description |
|---|---|---|
| name | String | Visitor's full name |
| String | Visitor's email address (stored encrypted at rest) | |
| phone | String | Phone number (stored encrypted at rest) |
| company | String | Company or organisation name |
| source | String | How the contact was captured: chat, form, or manual |
| status | String | CRM-style stage: new, contacted, qualified, or converted |
| notes | Text | Free-text internal notes about this contact |
| custom_fields | JSON | Any additional fields collected via custom lead capture fields |
| captured_at | Datetime | When the contact was first recorded |
Contact dashboard stats
The Contacts tab on each agent shows three at-a-glance metrics:
- •Total Contacts — total number of contacts captured by this agent.
- •This Week — contacts captured in the last 7 days.
- •Conversion Rate — percentage of conversations that resulted in a captured contact (contacts ÷ total conversations × 100).
Plan availability
The Contacts panel is available on paid plans. Free plan users will see an upgrade prompt when they navigate to the Contacts tab.
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