How do I set up lead capture for my car rental trial?

Upload your rental terms, fleet guides, location details, and any trial FAQ documents to Chatref’s knowledge base. This ensures the widget can answer “Is this car available?” or “How many free miles do I get?” instantly, grounded in your own material. Accurate, self-serve answers keep trial users engaged long enough to capture their information.

Copy the Chatref widget snippet and paste it onto the page visitors land on when they click your trial offer — typically the booking or checkout flow. The widget sits naturally in the user journey, inviting questions right when purchase intent is highest. This one embed is the foundation for automated lead generation during your trial.

Turn on lead capture in your agent’s settings to automatically collect name, email, phone, and any custom fields you define — such as preferred rental dates or vehicle type. Once captured, that data appears in your Chatref conversation inbox and can be routed to your CRM using custom actions. This transforms every customer inquiry into a structured, actionable lead without form friction.

Use custom actions to trigger your existing tools inside the chat. For example, when a visitor provides their licence number or pick-up location, a custom action can check availability via your API or send a Slack notification to your team. You get the right lead information, in real time, without switching tools.

What is the best way to capture leads for a car rental trial?
The best approach is an embedded chat widget that combines a knowledge base (to answer questions instantly) with built-in lead capture forms. Rather than hoping visitors fill out a separate contact form, you collect their details while they are already interacting with your brand. Chatref’s website widget does this by pulling answers from your own docs and capturing lead information in the same chat thread, making the process feel like a helpful conversation instead of a sales pitch.

How can I automate lead capture for my trial?
Automation is straightforward with a tool like Chatref. You activate lead capture in your agent’s settings so it asks for contact details at the right point in the chat. Custom actions then forward those details to your CRM or email list, send team notifications, or even check availability against your calendar. This means every customer inquiry captured during the trial is processed without you lifting a finger.

What features should I look for in a lead capture tool?
Look for a tool that offers:

• Embeddable website widget that seats on your domain.
• Automated lead capture forms that pull standard and custom fields (name, email, trip preferences).
• Integration options (custom actions) to connect to your CRM or backend.
• A knowledge base so the widget answers common questions, keeping visitors on the page.
• A shared inbox where you can jump into conversations if a human touch is needed.
  Chatref includes all these features on every account, with no extra fees per feature.

How can I use a chatbot to capture trial leads?
You train the chatbot on your car rental trial details, place the widget on your trial landing page, and enable lead capture. When a visitor asks a question — “Do I need an international licence?” or “What’s included in the trial?” — the bot answers from your docs. At the right moment, it prompts for their email and travel dates, turning a casual inquiry into a qualified lead. The captured data is saved in your conversation inbox, ready for follow-up.