---
title: Configuring the lead capture questions
description: "### Lead Capture Setup **What Are Lead Capture Questions?** Lead capture questions help your AI qualify visitors and collect contact information. They determine what data you collect and when. ### Accessing Lead Capture Settings 1. Click on the '**Knowledge Base'**…"
url: "https://funneler.ai/guide/configuring-the-lead-capture-questions/"
updated: "2025-12-18"
category: Training Your AI Agents
---

# Configuring the lead capture questions

### Lead Capture Setup

**What Are Lead Capture Questions?**

Lead capture questions help your AI qualify visitors and collect contact information. They determine what data you collect and when.

### Accessing Lead Capture Settings

1. Click on the '**Knowledge Base'** button on sidebar navigation
2. Go to **"Lead Capture"** tab
3. Configure your questions

---

### Default Questions

**Standard fields collected:**

- **Name:** Visitor's full name
- **Email:** Email address
- **Phone:** Phone number (optional)
- **Company:** Company name (optional for B2B)

**How AI asks:**
The AI naturally weaves these into conversation instead of bombarding visitors with a form.

**Example conversation:**

```
AI: Hi! I'd love to help you learn more about our services.
    What's your name?
Visitor: Sarah

AI: Great to meet you, Sarah! What kind of solution are you looking for?
Visitor: I need help with marketing automation

AI: Perfect! I can share some options. What's the best email
    to send you information?
Visitor: sarah@company.com
```

---

### Custom Qualification Questions

#### Adding Custom Questions

Create questions specific to your business:

1. Go to **Lead Capture** tab
2. Click **"Add Custom Question"**
3. Configure the question:

**Question text:**

```
What's your budget range for this project?
```

**Field type:**

- Text (open-ended)
- Number
- Multiple choice (dropdown)
- Yes/No
- Date

**Options (for multiple choice):**

```
- Under $1,000
- $1,000 - $5,000
- $5,000 - $10,000
- Over $10,000
```

**When to ask:**

- Early in conversation
- After expressing interest
- Before showing pricing
- Custom trigger (coming soon)

**Required:**

- Toggle on if must be answered
- Toggle off if optional

1. Click **"Save Question"**

#### Example Custom Questions

**For B2B:**

- "What's your company size?"
- "What's your timeline for implementation?"
- "Who else is involved in the decision?"
- "What's your current solution?"

**For B2C:**

- "What's your budget range?"
- "When do you need this by?"
- "How did you hear about us?"
- "Have you worked with a service like ours before?"

**For Real Estate:**

- "Are you buying or selling?"
- "What's your price range?"
- "What areas are you interested in?"
- "When do you want to move?"

**For Healthcare:**

- "What type of appointment do you need?"
- "Do you have insurance?"
- "Have you been here before?"
- "What's your preferred appointment time?"

---

### Qualification Logic

#### Setting Qualification Criteria

Determine what makes a "qualified" lead:

1. Go to **Lead Capture** > **"Qualification Rules"**
2. Click **"Add Rule"**
3. Set conditions:

**Example Rule 1:**

```
IF budget is "Over $10,000"
AND timeline is "Within 3 months"
THEN mark as "Hot Lead"
AND send priority notification
```

**Example Rule 2:**

```
IF company size is "50+ employees"
OR annual revenue is "Over $1M"
THEN mark as "Qualified"
AND assign to enterprise sales team
```

**Available actions:**

- Mark as qualified/unqualified
- Set lead status
- Add tags
- Send specific notification
- Assign to team member (coming soon)
- Trigger Zapier workflow

#### Lead Scoring

Assign points based on responses:

**Configure scoring:**

1. Go to **Qualification Rules**
2. Enable **"Lead Scoring"**
3. Assign points to each answer:

**Example:**

```
Budget:
- Under $1,000: 0 points
- $1,000-$5,000: 5 points
- $5,000-$10,000: 10 points
- Over $10,000: 20 points

Timeline:
- Just researching: 0 points
- 3-6 months: 5 points
- 1-3 months: 15 points
- Immediately: 25 points

Score ranges:
- 0-10: Cold lead
- 11-25: Warm lead
- 26+: Hot lead
```

---

### Question Flow & Timing

#### Natural Conversation Flow

Make questions feel natural, not like a form:

**Tips:**

1. **Spread questions out** - Don't ask everything at once
2. **Context matters** - Ask relevant questions based on conversation
3. **Value exchange** - Offer information before asking questions
4. **Explain why** - "I'll need your email to send you the pricing details"

**Good flow:**

```
1. Greeting
2. Understand need (AI asks open-ended questions)
3. Provide initial information
4. Ask qualifying questions naturally
5. Collect contact info
6. Offer next step (demo, call, etc.)
```

**Bad flow:**

```
1. Greeting
2. Immediately ask for name, email, phone, company
3. Visitor abandons chat
```

#### Conditional Questions

Ask follow-up questions based on previous answers:

**Example:**

```
Q1: "Are you buying or selling?"
    IF Answer = "Buying"
    → Q2: "What's your budget range?"
    → Q3: "What type of property are you looking for?"

    IF Answer = "Selling"
    → Q2: "What's your property address?"
    → Q3: "When do you want to list?"
```

**To set up:**

1. Add your first question
2. Click **"Add Conditional Question"**
3. Select trigger (previous answer)
4. Create follow-up question
5. Save flow

---

### Pre-Chat Forms vs Conversational

#### Pre-Chat Form (Traditional)

Form shown before chat starts:

**Pros:**

- ✅ Guaranteed to collect info upfront
- ✅ Simple and familiar
- ✅ Quick setup

**Cons:**

- ❌ Lower engagement (people hate forms)
- ❌ Higher abandonment rate
- ❌ Less personal

**When to use:**

- Support/customer service
- Appointment booking
- Gated content

#### Conversational Collection (Recommended)

AI asks questions during natural conversation:

**Pros:**

- ✅ Higher engagement
- ✅ Better visitor experience
- ✅ More context gathered
- ✅ Feels personal

**Cons:**

- ❌ Visitor might leave before sharing info
- ❌ Requires good AI training

**When to use:**

- Sales conversations
- Lead generation
- General inquiries

**To configure:**

1. Go to **Lead Capture** settings
2. Choose collection method:

- **Pre-Chat Form**
- **Conversational** (recommended)
- **Hybrid** (form for email, rest conversational)

1. Save preference

---

### Managing Captured Data

#### Custom Fields Storage

All answers are stored in the lead record:

**View captured data:**

1. Go to **"All Leads"**
2. Click on a lead
3. See all custom fields and answers

**Export data:**

1. Go to **All Leads**
2. Click **"Export"**
3. Select which fields to include
4. Download CSV/Excel

#### Using Data

**Use qualification data for:**

- Sales prioritization
- Personalized follow-up
- CRM enrichment
- Marketing segmentation
- Reporting and analytics

**Zapier integration:**
Send custom field data to other tools:

- Add to Google Sheets
- Create CRM contact with qualification data
- Trigger email campaigns based on answers
- Update marketing lists

---

### Best Practices

#### Question Design

**Do:**

- ✅ Ask clear, specific questions
- ✅ Use simple language
- ✅ Offer multiple choice when possible
- ✅ Keep questions relevant
- ✅ Limit to 3-5 key questions

**Don't:**

- ❌ Ask too many questions
- ❌ Use confusing jargon
- ❌ Make everything required
- ❌ Ask for sensitive info too early
- ❌ Repeat questions AI already asked

#### Privacy & Compliance

**GDPR/Privacy considerations:**

- 📋 Add consent checkbox for data collection
- 🔒 Explain how data will be used
- 🗑️ Allow opt-out of data collection
- 📧 Provide data deletion option

**To add consent:**

1. Go to **Lead Capture** settings
2. Enable **"Require Consent"**
3. Customize consent text:

```
By providing your information, you agree to receive
communications from us. We respect your privacy and
will never share your data.
```

#### Optimization

**Test and improve:**

1. 📊 Monitor conversion rates
2. 💬 Review conversation logs
3. ❌ Identify where visitors drop off
4. 🔄 Adjust questions that cause abandonment
5. ✅ Keep questions that drive engagement

**A/B testing (coming soon):**

- Test different questions
- Try different question order
- Compare conversion rates
- Use winning variation

---

### Troubleshooting

**Problem: Visitors aren't answering questions**

**Solutions:**

1. ✅ Too many questions - reduce to 3-5 max
2. ✅ Questions too early - build rapport first
3. ✅ Questions feel interrogative - make conversational
4. ✅ Not explaining value - tell why you need info
5. ✅ Required fields too strict - make some optional

**Problem: Wrong data being captured**

**Solutions:**

1. ✅ Check question wording is clear
2. ✅ Review answer options (multiple choice)
3. ✅ Ensure field type matches question
4. ✅ Test in preview mode

**Problem: Questions not appearing**

**Solutions:**

1. ✅ Check questions are enabled
2. ✅ Verify qualification rules are active
3. ✅ Test trigger conditions
4. ✅ Review AI instructions (may be skipping)

---