Chatbot

Understanding Captured Leads

What happens once a chatbot captures a visitor's email through a flow.

When a flow node (lead generation, human handoff, or a collect field configured for email) successfully captures an email, it is saved as a lead belonging to your own team, kept entirely separate from Xara's own sales contacts. It's your visitor's data, about your business, shaped for a future export into your own CRM.

Where leads come from

  • A lead generation node.
  • A human handoff, once it has secured a reachable email.
  • A collect field node an admin configured to capture an email.