AI Assist: Lead Generation & Forms

Easily update, test, and download your Lead Capture Form in AI Assist. Learn how to access it via Admin or Addon settings, edit fields, and export leads in just a few clicks.

Learn how to edit the base prompts for a lead capture use-case in this concise and informative tutorial. Discover effective strategies to customize your chatbot's initial responses to better engage visitors and gather essential information. This video will guide you through optimizing your lead capture process, enhancing user interaction, and improving the efficiency of your lead generation efforts by tailoring the base prompts to meet specific business needs.

📋 How to Get AI Assist to Create Leads via Google Forms 🤖 In this video, learn how to connect AI Assist with Google Forms using an API to capture leads efficiently. We’ll show you how to set up the integration, add a base prompt command, and streamline the process for creating and managing customer leads directly from chat conversations. Here’s what you’ll discover: ✅ Setting up Google Forms for lead capture. ✅ Adding and deploying a custom script in Google Forms. ✅ Integrating the API with AI Assist to automate lead submission. ✅ How to use a base prompt command to guide the AI’s lead-capturing process. 🔗 Useful Links Mentioned in the Video: 📂 Google Forms Script Example https://github.com/tawk/api-integration-samples/blob/master/samples/google-sheet-find-row/Code.gs 📄 API Specifications File https://github.com/tawk/api-integration-samples/blob/master/samples/google-sheet-find-row/spec.yml ✍️ Base Prompt Command (Copy and Paste): - If the customer needs more information, say “We’ll be happy to send you more details” and capture the customer’s details in the Google Form. Ask the customer for their details one by one and don’t proceed to the next question until the current one is answered. Then, use the submit form API call. - After receiving a response from the submit form API call, say the following depending if it was successful or not: If the form submission was successful, say: “Thank you. Our representative will contact you shortly. What else would you like to do? [option] Go back to the main menu [option] More product info” If the submit form submission failed, say: “I’m sorry, that didn’t work. Please reach out to info@example.com”

Master the art of editing base prompts to bypass the pre-chat form with this simple tutorial. Learn effective strategies to refine your initial interaction setup, enhancing user experience and streamlining communications. This guide is ideal for anyone aiming to improve engagement, without relying on pre-chat forms.

Learn how to create and manage a Lead Capture Form in tawk.to so your AI agent or your team can collect visitor details directly inside a chat. This video covers how to set up the form through your Settings or through your agent's Shortcuts, how to customise the fields, and how to test it in the preview before going live. You'll also see where to find and download your leads once the form is collecting submissions.

Learn how to create and manage a Lead Capture Form in tawk.to so your AI agent or your team can collect visitor details directly inside a chat. This video covers how to set up the form through your Settings or through your agent's Shortcuts, how to customise the fields, and how to test it in the preview before going live. You'll also see where to find and download your leads once the form is collecting submissions.