How can I capture leads from database trial users?

Enable Chatref’s lead-capture inside your widget. When a trial user opens the chat, the agent can ask for a name and email before continuing the conversation. All collected details appear in your conversation inbox, complete with a lead tag and a visitor session record. Because lead-capture is included on every account with no feature gates, you can start capturing database signups the moment you embed the snippet.

Connect Chatref’s custom-actions to your own backend. Define an action that takes the captured lead fields and fires a POST request to your API endpoint. Each time a trial user submits their details, the action pushes the data into your database, CRM, or lead routing tool, exactly how your team expects it. No manual CSV exports, no retyping – the flow stays realtime and accurate.

Make sure the agent answers trial-related questions from your own docs. Upload your database’s getting-started guides, pricing pages, and feature comparisons into the knowledge-base. The RAG-grounded responses handle questions about query performance, storage limits, or migration steps, so every conversation both helps the user and signals intent. A trial user asking deep technical questions is a warmer lead than one just saying “hi”.

Pair the incoming lead data with your existing email or messaging tool via custom-actions. When a trial user qualifies – say, after a specific question or repeated chat sessions – trigger a follow-up sequence that invites them to a demo, sends a discount, or offers a concierge onboarding call. Because Chatref runs on pay-as-you-go credit, your cost scales with actual usage, not with the number of trial leads in your pipeline.

How to send chat leads into my database? Create a custom-action in Chatref that maps captured lead fields (name, email, company) to a POST request targeting your API. When the widget collects the info, the action fires immediately and writes the record into your database. This works with any REST endpoint – no custom integration needed.

Can I capture trial leads from chat? Yes. Activate lead-capture in your agent settings. The chat will prompt trial users for their details before or during the conversation. Every captured lead is tagged and stored in your conversation inbox, with the full chat history attached for context.

How do I convert trial users with Chatref? Use the knowledge-base to answer trial questions deeply, so users experience value faster. At the same time, custom-actions can trigger your own conversion workflows – like enrolling a qualified user into a sales sequence or flagging high-intent behaviour for your team. The combination turns chat into a self-qualifying funnel.