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Lead capture agent

Fewer forms. More leads with context and a reason.

The lead capture agent talks to the visitor, understands what they need, asks the right questions and collects their data without feeling like a form. In the end, your team gets an assessed lead, with a summary, the qualification reason and the next step. And every step becomes a signal for your campaigns.

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A demo applied to your funnel, with a CitraChat specialist.

M
Marina · Lead capture
online
Hi, good afternoon! I'd like a quote to get uniforms for my team.
09:41
Type your message...
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A different logic of capture

A form collects data. A conversation collects context.

A form gives you a name and an email and leaves your team to guess the rest. The lead capture agent asks the questions a good salesperson would ask, records the answers and only then asks for contact details. The lead arrives with volume, deadline, need and the qualification reason, ready for the next step.

Understands the need
Asks what matters to your business: volume, deadline, use, decision maker.
Qualifies with a reason
The AI assesses the lead against the criteria you set in training and explains why.
Collects verified data
Name, email, phone and company checked against what the visitor actually wrote.
Feeds your campaigns
Captured leads and qualified leads become events in Google Ads, Meta, TikTok, LinkedIn and GTM.
How it works in practice

From the first question to the lead in your team's inbox.

Six steps the lead capture agent runs on its own. Scroll to follow a lead from start to finish.

  1. Greets and introduces itself
    The agent introduces itself by name, asks the visitor's name and understands what they are looking for.
  2. Asks the qualifying questions
  3. Handles objections
  4. Collects and verifies contact details
  5. Assesses and qualifies
  6. Delivers and triggers
M
Marina · Lead capture
online
Hi! Do you offer import consulting for small companies?
09:41
Hi! I'm Marina. Yes, we do. What's your name?
09:42
Carlos.
09:43
Type your message...
Powered by CitraChat.com
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Real operation

How a distributor started receiving only assessed leads.

A leading food distributor in Brazil, with a sales and lead capture agent in real operation for thirty days. The agent qualifies resellers by the company's own criteria (type of business, region, minimum order) and hands sales a lead with a summary and the reason.

Leading food distributor in Brazil · real caseLast 30 days · 08/25 to 09/24/2026Metrics report from the CitraChat dashboard · 09/24/2026
Visitor funnel
186chats opened
143conversations started
102leads captured
Sales and capture
97conversations handled
79leads captured81% of 97
25%qualified by AI20 of 79 captured leads
Before

Every contact became an email to sales, with no filter. The team spent time calling people who didn't fit the profile or the minimum order.

After

The lead reaches sales only after the agent has qualified it, with the reason in writing. Those who don't fit the profile are guided in the conversation itself.

Numbers from a single client, in the period shown, read directly from the CitraChat dashboard. Each rate shows the source number and the total it was calculated on.

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What the company gains

Fewer empty leads. More team time on the right lead.

Leads with context
Volume, deadline, need and the qualification reason arrive together with the contact.
Your criteria, always applied
The ideal profile defined in training applies to every lead, day and night.
Campaigns that learn
Only qualified leads become conversions on the platforms. The algorithm optimizes for who actually buys.
Reliable contact data
Phone and email verified against what the visitor wrote. No more tax IDs saved as phone numbers.
A visible funnel
Opened, started, engaged, left contact, qualified: where each visitor stopped.
Want to see this on your funnel?
Measurement

Lead capture is born measured.

CitraChat comes from a performance agency. Every step of the conversation becomes an event, in the dashboard, in GTM and in your pixels. Inconclusive qualification never fires a conversion: a false qualified lead pollutes optimization and costs campaign money.

Demo
Opened01
chat_opened
What for
Measures initial interest
Where it goes
Dashboard · GTM · pixels
Started02
chat_started
What for
First message sent
Where it goes
Dashboard · GA4
Engaged03
chat_engaged
What for
Third message, not a bounce
Where it goes
Dashboard
Left contact04
lead_captured
What for
Contact data recorded
Where it goes
Dashboard · Google Ads · Meta · TikTok · LinkedIn · ChatGPT Ads
Qualified05
lead_qualified
What for
AI assessment with a reason
Where it goes
Dashboard · pixels · webhook
Asked for a human06
human_requested
What for
Exception signal for the team
Where it goes
Dashboard · immediate email
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Available integrations
Google AdsMeta (Pixel + Conversions API)GA4Google Tag ManagerTikTokLinkedInChatGPT AdsWebhooksGoogle Calendar

Numbers only appear with a period, a denominator and a source. The funnel above shows what is measured, not a result.

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Rollout

CitraChat adapts to your process.

You can do everything yourself in the dashboard: train, test, publish and adjust. But you don't have to do it alone. Every account has a CitraChat specialist who follows the entire implementation and the evolution of the operation after it.

  1. We map contact reasons and ownersWith the specialist, you map why customers reach out today (questions, orders, complaints, bookings), what each case requires and who decides. That defines which agents exist and what each one resolves on its own.
  2. We define rules, data and integrationsYou write the business rules (warranty, deadlines, eligibility) and connect the sources the agent consults (website, documents, spreadsheets, calendar). The specialist reviews, points out what is missing and wires the events to your pixels and systems.
  3. You train the agents, with supportConversational training with an assistant inside the dashboard, automatic website reading, document and spreadsheet upload. Every change has a snapshot and restore, and the specialist tests real cases with you before publishing.
  4. We go live, measure and evolveWidget in one line of code and official WhatsApp. The team follows everything in the dashboard and takes over whenever it wants. The specialist keeps following the account: reviews the step-by-step funnel with you and points out where the training needs to evolve.
CitraChat specialist throughout the implementationFull autonomy in the dashboard, no dependenciesFree account to start, no cardNo lock-in contract
Who it's for

For those who invest in media and need leads worth the call.

  • B2B servicesConsultancies, agencies, industry: long cycles, leads that need context.
  • Distributors and resellersQualify by region, type of business and minimum order before sales gets involved.
  • EducationCourses and schools qualifying interest, class and decision timeline.
  • Real estate and constructionPrice range, region and buying moment, right in the conversation.
  • Clinics and aestheticsProcedure of interest and availability before handing off to reception.
  • Performance agenciesDeliver clients qualified leads and clean conversion events.

What sales teams usually ask.

How many of your leads arrive today with no context at all?

Show us your funnel. In a demo, we define the questions, the qualification criteria and the events that will feed your campaigns.

Free account to start, no card. A CitraChat specialist through the whole setup.