Capture contact details
Collect the information needed to continue the enquiry beyond the website visit.
Lead Capture
Keep the details your team needs to continue the conversation.
Capture visitor contact information in the context of the conversation so the next step starts with what the person already asked about.
Lead attached to conversation
Conversation-first capture
A lead is more useful when the team can see why the person reached out.
Instead of separating contact details from the conversation, HawkChat keeps the two connected so the follow-up can be more relevant.
Preserve the question
Keep the message history available so the next reply can pick up where the conversation stopped.
Move into follow-up
Bring the lead into the same shared inbox where ownership and next actions are visible.
Less context switching
From website visitor to an owned next step.
A captured lead should not become a disconnected row in a different system before the team even knows what was asked.
1
Conversation
Understand the visitor's question.
2
Contact details
Capture the information needed to continue.
3
Follow-up owner
Make the next action visible to the team.
Lead Capture FAQ
Capture enough context to make the next reply useful.
The exact fields and follow-up flow should be configured around the information your team actually needs.
Collect only the contact and enquiry details your team genuinely needs for follow-up. Confirm the available field configuration in your HawkChat setup.
That is the intended workflow: the captured details and the message context remain useful together rather than becoming separate records immediately.
The shared inbox is designed to keep the conversation, ownership, and next action visible to the team.
Next step