Leads & Handoff

Use lead capture and handoff together when visitors show buying intent, request pricing, ask to book time, or need direct follow-up.

Lead capture

Keep forms short. Start with the minimum fields your team needs:

1. Name
2. Email or phone
3. Company or website
4. The visitor’s request

Collected leads are available from the workspace Leads area and can be filtered by agent.

Human handoff

Use human handoff when the answer requires a person, when the visitor is ready to buy, or when the request is too specific for automated support.

To configure handoff:

1. Open Advanced settings, then Human handoff.
2. Enable handoff for the agent.
3. Choose WeCom, Feishu, DingTalk, or another webhook-based channel.
4. Add the webhook URL and secret.
5. Test the webhook before publishing.