How to capture leads with a form inside an AI Chat?

Forms are one of the most common ways to collect information from potential customers. Whether someone wants to request a quote, express interest in a service, or register for an event, forms help businesses understand who is interested in what they offer.

But there's a challenge: filling out a form isn't always an enjoyable experience.

Sometimes, visitors have questions about a particular field, need more information before answering, or simply aren't sure which option to choose. When this happens, they may leave the form to look for help elsewhere or abandon the process altogether.

What if the form itself could answer those questions?

With Attlas Forms integrated into your Attlas AI Chat, collecting information becomes a more interactive experience. Instead of simply filling out fields, visitors can talk to the assistant, ask questions, and continue answering without leaving the chat.

That's exactly what Attlas Forms offers: a feature that lets you create forms directly inside your AI Chats. This expands what your chat can do: it doesn't just answer questions, but can also collect information, qualify potential customers, and generate leads throughout the conversation.

In this article, you'll learn how this experience works and how to create your own form with Attlas.

What is a lead capture form?

A lead capture form is a tool used to collect information from people interested in a product, service, or business.

This information helps businesses identify potential customers, understand their needs, and start building a business relationship.

Depending on its purpose, a form may ask for:

• First and last name.
• Email address and phone number.
• Company or industry.
• Product or service of interest.
• A description of a need or project.
• Available budget.
• Expected timeline for hiring or purchasing.

For example, a consulting firm might use a form to understand what kind of service a potential customer is looking for, while an event agency might collect information about dates, the number of attendees, and specific requirements.

The goal isn't just to collect contacts, but to gather information that helps you understand each person's interests and determine the next steps.

What is a conversational form?

A conversational form is a form-filling experience that takes place through a conversation.

Instead of displaying all the fields at once, the system asks one question at a time, allowing visitors to respond and move through each step.

But there's an important difference between a traditional conversational form and one integrated into an AI Chat.

With a conventional form, visitors simply fill in the requested information. If they have a question, they usually need to leave that experience and look for help somewhere else.

With a form integrated into an AI Chat, visitors can pause the form, ask the chat a question, and receive an answer based on the knowledge provided.

Imagine someone requesting a quote for a consulting service

While filling out the form, they might want to know whether a particular service is included in a package. Instead of leaving the form to look for that information, they can ask the chat directly, get their answer, and pick up right where they left off.

The form stops being just a place to enter information and becomes part of a conversation.

And most importantly: the chat keeps working while the form is open. Visitors don't have to choose between filling out the form and talking to the assistant.

How to create a lead capture form with Attlas Forms

Attlas Forms is a feature within Attlas that lets you create interactive forms directly inside your AI Chats. This means you can collect visitor information without sending them to an external page or interrupting the conversational experience.

You can build your form using a simple editor where you organize the messages and questions visitors will see.

Here's how it works.

1. Create your form

Start by defining the form's purpose and the information you want to collect.

You can create a form to request quotes, register attendees, qualify potential customers, or better understand the needs of people visiting your chat.

In Attlas, you can organize your content in an editor and add the questions and messages that will appear throughout the conversation.

2. Add your questions and response fields

Once you've defined your goal, organize the questions visitors will need to answer.

Attlas Forms supports different field types, including:

• Single choice: lets visitors select one option from several alternatives.
• Multiple selection: lets visitors choose more than one answer.
• Text: collects open-ended answers and descriptive information.
• Number: accepts numerical values.
• Link: lets visitors provide URLs and other web addresses.
• Period: collects date ranges.
• File upload: allows visitors to submit files while filling out the form.
• And more…

You can also add messages and images between questions to provide context and guide visitors through the form.

3. Configure the information you want to collect

Now, organize the information you want to collect and think about how you'll use it after the form is submitted.

Depending on your goal, you can include questions such as:

• For lead generation:
• NameEmail addressPhone numberProduct or service of interest
• For quote requests:
• Type of projectProject requirementsExpected timelineBudget or other details needed to prepare a proposal

The key is to ask for information that genuinely helps you understand the visitor's needs without making the form unnecessarily long.

4. Customize the form completion experience

Once visitors have answered the questions, you can configure a completion message.

Use this opportunity to thank them for submitting their information and explain what happens next.

For example, if you're collecting quote requests, you can let visitors know that your team will get in touch to discuss their needs.

Attlas Forms also lets you redirect visitors to another page after submission, whether that's your website, a confirmation page, or other content.

5. Make your form available inside the Chat

Once your form is ready, it's time to make it available to visitors.

You can launch a form through a Trigger inside the chat, configure it to appear automatically in certain situations, use it in lead capture experiences, or share a direct link to the form.

Since Attlas Forms works inside your AI Chat, visitors can fill out the form and continue interacting with the assistant as part of the same experience.

This means that if they have a question about a product, service, or any other information available in the chat, they can simply ask before continuing with the form.

You don't have to choose between talking to your visitors and collecting their information. With Attlas Forms, both happen inside the same chat.

What if a visitor has a question while filling out the form?

This is one of the main differences with Attlas Forms.

In a traditional form, visitors are presented with questions and have to find the information they need to answer them on their own.

With Attlas, the form lives inside an AI Chat that continues working as usual. This means visitors can pause the form, ask questions, and receive answers based on the knowledge provided.

Imagine someone filling out a form to request a quote for software development.

During the process, they might ask:

Do you also develop mobile applications?

Attlas can answer using the information available in the chat. After that, visitors can continue filling out the form right where they left off.

This means they don't have to abandon the process to look for information somewhere else.

The form doesn't have to interrupt the conversation. The conversation can help visitors complete the form.

How to track your form results

Creating a form is only part of the process. It's also important to understand how people interact with it.

Attlas provides Analytics features to help you track form performance and understand visitor behavior.

You can monitor information such as:

• How many people started filling out the form.
• How many moved through the different steps.
• Which questions had the highest drop-off rates.
• How many forms were completed.
• How many leads were generated.

These insights help you identify where visitors might be experiencing difficulties.

If many people abandon the form at a specific question, for example, you may need to review its wording, simplify the available options, or provide more context.

In addition, responses can be sent to external tools through available integrations, such as CRMs and webhooks, making it easier for your team to follow up with contacts.

Where can you use conversational forms in an AI Chat?

Conversational forms can be used in different situations where you need to collect information while offering a more interactive experience.

Here are a few examples:

Quote Requests

Businesses and professionals can use forms to understand what potential customers are looking for before preparing a proposal.

You can ask about the type of service, project requirements, timeline, and other relevant details. Meanwhile, the AI Chat can answer questions about the services you offer.

Event and Workshop Registrations

Organizers can collect attendee information, understand their interests, and register participants directly through a conversation.

Visitors can also ask questions about the schedule, location, and other details before completing the form.

Marketing Campaigns

Forms can be used to collect information from people who arrive through ads, shared links, or other campaigns.

Instead of presenting a page with fields to fill out, you can offer an experience where visitors can also learn more about your business and ask questions directly through the chat.

Lead Qualification

Sales teams can use forms to understand each contact's profile, needs, and interests.

This information helps organize leads and identify which opportunities need follow-up. The chat can also provide information about products and services while collecting responses.

Turn your AI Chat into an experience that also collects information

Collecting information doesn't have to mean interrupting the experience for the person on the other side.

With Attlas Forms, you can create interactive forms inside your AI Chat, allowing visitors to answer questions, clarify doubts, and continue the conversation while filling out the form.

Your chat remains available even when the form is open. This means you don't have to separate customer support from information collection: both are part of the same experience.

You can also track results, understand where visitors abandon the process, and connect responses to the tools you already use.

Your AI Chat can do more than answer questions. It can also help you get to know the person on the other side of the conversation.

Try Attlas Forms and discover a new way to turn conversations into opportunities.