Lead capture
Capture contact context without breaking support flow
Collect needed contact details in conversation, keep context attached, and hand off to humans with less friction.
Contact capture in conversation flow
Receiveo collects visitor contact details naturally within the conversation when human follow-up is needed. Instead of forcing visitors through a static form before they can get help, the assistant asks for name and email at the moment escalation becomes necessary. This keeps the experience conversational while ensuring your team has the information they need to follow up.
Name and email capture in support flow
The assistant requests contact details contextually during the conversation, reducing friction compared to pre-chat forms.
Contact details linked to conversation context
Captured information is automatically attached to the conversation record, so agents see the full picture without manual data entry.
Handoff-ready information for agents
When a conversation escalates, the receiving agent gets contact details alongside the conversation history and summary.
Contact records and history
Every captured contact becomes a persistent profile linked to their conversation history. Teams can review what a returning visitor discussed previously, avoiding repeated questions and providing more personalized support. Custom fields and external IDs let you map contacts to records in your own systems.
Contact profile creation and updates
New contacts are created automatically when details are captured, and existing profiles are updated with each subsequent interaction.
Conversation history per contact
View every past conversation a contact has had, including outcomes, sentiment, and handoff records, from a single profile view.
External ID and custom field support
Store your own customer identifiers and business-specific metadata on contact records for seamless cross-system alignment.
Handoff continuity
When the AI determines a conversation needs human attention, it packages the escalation with everything the receiving team needs. The handoff includes the reason for escalation, a conversation summary, and any contact details collected during the exchange. This eliminates the back-and-forth that typically follows a blind transfer.
Escalation reason tracked
Every handoff records why the AI escalated, giving agents immediate context about the customer's need before they respond.
Summary included for faster triage
A generated conversation summary accompanies the handoff so agents can prioritize and respond without reading the full transcript.
Contact details passed with the request
Name, email, and any custom fields collected during the conversation travel with the handoff request automatically.
From conversation to follow-up
Keep capture practical: collect only what is needed, attach it to contact history, and pass clean context into escalation.
Capture at the right moment
Collect details when escalation or follow-up is needed, not before.
Keep it minimal
Focus on essential contact fields to reduce drop-off and friction.
Carry context forward
Ensure handoff and contact records include enough context to act quickly.
FAQ
Lead capture FAQs
What contact data is captured in flow?
Name and email can be collected when required for follow-up or handoff workflows. Learn more
Where can my team see captured contacts?
Contacts are available in the Contacts section with linked conversation history and summary metrics. Learn more
How does this connect to escalation?
Handoff requests can include contact details and a conversation summary so agents can continue without repeated questions. Learn more
Launch a conversation layer your whole GTM team can use.
Unify grounded AI, web and WhatsApp coverage, human handoff, and conversation analytics without stitching together separate tools.