In this video, learn how to set up a Lead Capture Form in AI Assist to efficiently collect visitor details and improve your follow-up process. We’ll guide you through every step, from creating shortcuts to testing them for seamless customer interactions.
Here’s what you’ll discover:
✅ How to create and name a shortcut for lead capture.
✅ Adding a welcoming message and lead capture form elements.
✅ Setting trigger queries to automate form display.
✅ Testing the form to ensure accuracy and efficiency.