Lead Capture and CRM
PilotAgent automatically extracts buyer contact information during conversations and stores it in your built-in CRM. Available on all paid plans.
What Gets Captured
While the AI handles the conversation, it watches for contact details that buyers share. If you pick the goal Collect contact details in the profile builder, it also asks for a phone number or email when a buyer is interested.
The Built-in CRM
Every captured lead appears on the Leads page of your dashboard. From there you can:
Search and Filter
Find leads by name, phone, email or the item they asked about, and filter them by status
Per-Agent Scoping
On accounts with several agents, filter leads by agent, and export one agent's leads or all of them.
Export as CSV
Download all leads or filtered subsets for use in spreadsheets or external CRMs
Automatic Deduplication
If the same buyer messages about multiple items, you get one lead entry with all their info
Lead Settings
On the Leads page, press Lead settings to choose what PilotAgent saves and who hears about it:
Save leads from chats
When this is off, no new leads are saved.
Only save leads I can contact
On by default. A lead is saved only when the buyer shares a way to reach them, such as a phone number, email or address. Turn it off to keep every interested buyer.
Details to look for
Tick the details PilotAgent saves when a buyer shares them.
Email alerts
Get an email for each new lead, sent to the address you choose.
Webhooks (Enterprise)
Send leads and chats to another app, with a button to send a test event. See Webhooks.
Email Notifications
Get an email as soon as a buyer shares their details. On the Leads page, open Lead settings, switch on Email me about new leads and enter the address under Send alerts to.
Example notification:
New Lead Captured
Name: Sarah Chen
Phone: +1 555-0198
Email: sarah.chen@email.com
Listing: Mid-century dining table
Agent: Main Account
How Lead Capture Works Technically
PilotAgent uses AI function calling to extract contact details in real time during the conversation. This means lead data is captured as part of the AI's normal response generation, not as a separate process. The extraction is accurate because the AI understands the context of what is being shared.