Leads & Form Submissions

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How Leads Are Captured

1. User interacts with your agent
2. Agent presents a form based on conversation context
3. User fills out the form naturally in chat
4. Data is submitted and stored
5. Post-actions run (webhooks, emails, etc.)

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Automatic Context

• Form data (fields the user filled)
• Conversation ID (link to full chat)
• Agent ID
• Timestamp
• Submission status

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Viewing Leads

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In Conversations

1. Go to Conversations
2. Open a conversation
3. Scroll to Form Submissions section

• Form name
• Fields and values
• Submission status
• Timestamp

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Form Analytics

1. Go to Analytics
2. View the Forms section:
   • Submissions — Total form completions
   • Conversion rate — Impressions to submissions
   • Drop-off — Started but not completed
   • Field completion — Which fields get filled

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Lead Status

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Automatic Retries

• Immediate retry
• After 1 minute
• After 5 minutes

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Setting Up Lead Capture

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1. Create a Form Tool

1. Go to Tools
2. Click Add Tool
3. Select Form type
4. Define your fields:

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "title": "Full Name"
    },
    "email": {
      "type": "string",
      "format": "email",
      "title": "Email Address"
    },
    "company": {
      "type": "string",
      "title": "Company Name"
    },
    "interest": {
      "type": "string",
      "enum": ["Demo", "Pricing", "Support"],
      "title": "What are you interested in?"
    }
  },
  "required": ["name", "email"]
}

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2. Configure Post-Actions

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3. Train the Agent

When a user expresses interest in a demo or pricing,
use the lead_capture form to collect their information.

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Webhook Integration

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Setup

1. Edit your form tool
2. Set Execution Mode to webhook
3. Enter your Webhook URL
4. Save

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Payload Format

{
  "submissionId": "sub_123abc",
  "toolId": "tool_456def",
  "toolName": "Lead Capture Form",
  "agentId": "agent_789ghi",
  "conversationId": "conv_012jkl",
  "formData": {
    "name": "Jane Smith",
    "email": "jane@example.com",
    "company": "Acme Corp",
    "interest": "Demo"
  },
  "timestamp": "2024-01-15T10:30:00Z"
}

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Response

{
  "success": true,
  "message": "Lead created in CRM"
}

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Email Notifications

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Setup

1. Edit your form tool
2. Add Email post-action
3. Enter recipient email addresses
4. Save

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Email Contents

• Form name
• All submitted data
• Link to conversation
• Timestamp

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CRM Integrations

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Zapier / Make

1. Create a webhook in Zapier/Make
2. Add the webhook URL to your form
3. Map fields to your CRM

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Direct Integration

app.post("/webhook/leads", async (req, res) => {
  const { formData, conversationId } = req.body;

  // Create lead in your CRM
  await crm.leads.create({
    name: formData.name,
    email: formData.email,
    company: formData.company,
    source: "Ansa Chat",
    metadata: { conversationId }
  });

  res.json({ success: true });
});

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Lead Qualification

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Qualification Flow

1. Initial questions — Agent asks about needs
2. Scoring — Based on responses
3. Conditional form — Only show to qualified leads
4. Routing — Send to appropriate team

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Example Instructions

Before showing the demo request form:
1. Ask what problem they're trying to solve
2. Ask about their company size
3. If company size > 50 employees, show the enterprise_demo form
4. Otherwise, show the standard_demo form

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Exporting Leads

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Via API

# Get form submissions for an agent
curl "https://api.ansa.so/form-submissions?agentId=xxx" \
  -H "Authorization: Bearer $ANSA_API_KEY"

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Bulk Export

import { AnsaClient } from "@ansa-so/sdk";

const client = new AnsaClient({ apiKey: "xxx" });

// Get all submissions for a specific form
const submissions = await client.listFormSubmissions({
  agentId: "agent_123",
  toolId: "tool_456", // Optional: filter by form
});

// Export to CSV
const csv = submissions.map(s => ({
  id: s.id,
  ...s.formData,
  submittedAt: s.createdAt,
}));

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Lead Analytics

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Key Metrics

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Field Analysis

• Are most often completed
• Cause drop-offs
• Take longest to fill

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Best Practices

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Form Design

1. Minimize required fields — Only ask what’s essential
2. Use progressive disclosure — Show more fields as needed
3. Provide context — Explain why you need each field
4. Use smart defaults — Pre-fill when possible

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Qualification

1. Qualify before forms — Ask questions first
2. Segment leads — Different forms for different needs
3. Score leads — Prioritize follow-up

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Follow-up

1. Respond quickly — Set up instant notifications
2. Include context — Review conversation history
3. Track outcomes — Close the loop on lead quality

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Troubleshooting

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Webhook Failures

• Webhook URL is accessible
• Endpoint returns 2xx status
• Response is valid JSON
• No timeout (30 second limit)

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Missing Leads

• Form tool is properly configured
• Agent is trained to use the form
• User completed all required fields

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Next Steps