Natural Lead Capture turns casual conversations into qualified opportunities without breaking rapport. The AI SDR collects details organically, summarizes context, and routes leads with zero manual effort.
Context is everything
Every captured lead includes conversation history, sentiment cues, and recommended follow-up actions so sales can jump in informed.
Conversational Data Capture
- Intent listening: The AI detects buying signals ("We're evaluating solutions", "Need a quote") before prompting for details.
- Lightweight prompts: Questions are woven naturally into the dialogue, avoiding interrogation vibes.
- Smart forms: When needed, inline forms gather key fields without leaving the chat experience.
Lead Packages
| Component | Description | Benefit |
|---|---|---|
| Conversation summary | AI-generated recap with key takeaways | Saves reps prep time |
| Data payload | Company size, role, timeline, pain points | Enables fast prioritization |
| Sentiment score | Positive, neutral, or risk indicators | Guides tone of follow-up |
| Next-step suggestions | Recommended outreach or resources | Keeps momentum high |
Capture Workflow
Detect Qualification Signals
Train the SDR on phrases or behaviors that indicate readiness to engage with sales.
Prompt for Details
Use conversational prompts to collect information such as role, team focus, timeline, and budget insights.
Offer Helpful Resources
Share relevant guides or videos while continuing to collect necessary data.
Confirm Interest & Summarize
Mirror back what the prospect shared to ensure accuracy and build trust.
Sync to Sales Tools
Push lead data and transcripts to your CRM or Slack channel instantly for rapid follow-up.
Handling Non-Sales Paths
Nurture every visitor
Not ready to talk to sales? Offer tailored content, schedule a reminder, or invite them to explore a portal preview.
- Trigger nurture sequences or save leads to a warm pipeline for future outreach.
- Capture preferences to personalize future engagements or marketing campaigns.
- Track content interactions to inform product marketing and onboarding resources.
Continue to Sales Handoff Orchestration to see how qualified leads smoothly transition to humans.