Let visitors reach you via contact.
Open Customize and go to the Lead Generation tab.
Choose how people can contact you
Under Contact method, pick one of these.
Contact form
Opens a form inside the chat.
Best if:
- you want to collect details to follow up later
- you are not always available to answer calls
See Build a custom form.
Phone number
Shows your phone number as a tappable button.
You can set:
- Country code and number
- Note (optional), for example “Mon to Fri, 9am to 6pm”
- Button text, which defaults to “Call us now”
Best for businesses where a quick call can solve things fast, like restaurants or repair shops.
Booking link
Sends visitors to your existing booking page.
You can set:
- Booking link, the URL of your booking page
- Subtitle, which defaults to “Pick a time that works for you”
- Button text, which defaults to “Schedule an appointment”
Any booking tool works, as long as it has a public link.
How the assistant uses the contact method
Whenever relevant in conversation, the assistant can also offer the same contact form, phone number, or booking link inside the chat. For example, if someone asks “How do I book?”, the assistant can show the booking option right away.
This contact method is also what:
- a conversation goal points to
- a customer sees when the assistant hands off to a human
Save your changes
Click Save changes in the bar at the bottom.
Next step
Turn on lead email notifications so you are notified as soon as a new lead comes in.