How can I capture leads from my trading platform?

Customer inquiries that land in chat are often high-intent. By capturing them directly on the platform, you keep lead generation tied to the exact conversation context. Your agents - grounded in your own trading content - can answer platform questions and then, using custom actions, smoothly request an email or phone number before the visitor leaves. No separate pop-ups, no broken flow, just lead capture that works where your audience already engages.

Chatref gives you a website widget you can drop onto any page: your market dashboard, futures education portal, or support area. When the AI agent answers questions from your own investment docs, it does so without guessing. You can then configure a custom action that triggers a lead capture step after a helpful answer - the agent might say: "Would you like a call from our desk? Just share your email, and we'll reach out."

• The widget stays on your domain and feels native.
• Lead capture runs inside the chat thread, so you never interrupt the user experience.
• All features are included on every account; you get unlimited agents and lead capture without add-on fees.

Custom actions let you collect exactly what you need from a lead. Unlike static contact forms, these actions can adapt to the conversation. If a visitor asks about margin requirements, the agent can present a custom action asking for their name, email, and trading interest. If they ask about demo accounts, a different action can request a phone number. This is lead generation that reads the room.

To set it up, you'll map the action to a conversational trigger. For instance:

1. The agent answers a question about account types.
2. You've configured a custom action that follows up: "Want a guided walkthrough? Let me connect you with our team."
3. The visitor fills in the fields inline - no page redirect, no form builder elsewhere.

Standard fields include name, email, and message, but with custom actions you can go further: phone, company, preferred trading instrument, or anything relevant to your follow-up process. Because the lead arrives attached to the full chat history, your team sees exactly what the lead asked about, not just a blank contact form submission.

Every lead is stored inside your Chatref inbox, tagged with the conversation topic. Filter by date, status, or custom tag. Export to your CRM, pipe into a spreadsheet, or simply work through them in the inbox with full context. You get warm leads without adding headcount.

How do I set up lead capture forms?

In your Chatref agent settings, enable lead capture and create a custom action. Decide when the action should appear - such as after a resolved question or when the visitor shows high intent. The widget then prompts for the details you configured, directly in the chat.

What information can I collect from leads?

Name and email are always available. Custom actions let you collect phone numbers, company names, trading-specific fields like "preferred asset class" or "account type", plus any freeform message. Everything is configurable per agent.

How are leads stored and managed?

Leads appear in your Chatref conversation inbox, tied to the full chat thread. You can review them there, mark them as handled, tag them, or export the data in CSV format for use in your CRM or email platform. No third-party integration required for core management.