Data Capture

The Data Capture tab allows you to configure how your AI agent collects and processes visitor information. This is formerly known as the Qualification Form.

Qualification Prompt

The qualification prompt instructs your AI agent on how to collect information from visitors. Use this prompt to define:

Which questions to ask first
Whether to prioritize qualifying questions before collecting contact details
Your ideal customer profile based on the form fields you're collecting

A well-crafted qualification prompt helps your agent have more natural conversations while still gathering the information your sales team needs.

Lead Profile Creation Trigger

Configure when Aimdoc should create a new lead profile in your system. Lead creation can be triggered when your AI agent collects:

An email address
A phone number
Both (create a lead when either is collected)

Select the options that align with your sales process and lead management workflow.

Fields & Questions

Fields are attributes of a lead—the information you want to collect about each visitor:

Name
Email
Phone number
Company name
Job title
And any custom fields you define

Questions are qualifying questions your sales team uses to determine lead quality:

Budget range
Timeline for purchase
Decision-making authority
Current solutions in use
Specific pain points or needs

Both fields and questions can be mapped to your CRM integration, ensuring all collected data syncs automatically with your sales tools.

Require Contact Info

When enabled, this feature ensures visitors provide contact information before continuing the conversation at length.

How it works:

Specify the number of messages a visitor can send before being prompted for contact info
After reaching the limit, a form slides up to cover the chat interface
The AI summarizes the conversation and explains that contact information is needed to continue

This feature helps ensure you capture contact details from engaged visitors while still allowing for meaningful initial conversations.