How to build a lead capture agent. No code, five minutes, and it asks for details by itself.

A lead capture agent is an AI agent that answers questions from your content and, after it has helped, asks the visitor for a name, email or phone number. With SimplyBoost you build one in about 5 minutes without code: create an agent with the goal Get more leads, add your website, choose which details to collect, test it with your own email and put it live. Every lead gets a Hot, Warm or Cold rating and lands on the Leads page.

No code 5 minutes5 steps, 1 minute eachBeginner friendlyPart 3 of 5
The SimplyBoost character ringing a bell for a new lead

In short: 5 minutes, no code, 5 steps.

  1. 1.Create an agent with the goal Get more leads
  2. 2.Add your website
  3. 3.Choose which details to collect
  4. 4.Test it with your own email
  5. 5.Put it on your site
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Last updated:

The five steps at a glance

Total: 5 minutes, from sign-in to live.

  1. 1 min

    Create an agent with the goal Get more leads

    The goal sets the starting defaults, and you can change everything later.

    Dashboard

  2. 1 min

    Add your website

    A lead conversation starts with a good answer, so give it your pricing and services.

    Train › Knowledge Base

  3. 1 min

    Choose which details to collect

    Up to three, and the agent asks one at a time.

    Train › Optimize

  4. 1 min

    Test it with your own email

    Be a buyer for one minute.

    Train › Optimize

  5. 1 min

    Put it on your site

    WordPress, Wix and Shopify have their own button. Anything else takes one copy and paste.

    Deploy › Widget

What you need

  • A website, or a PDF with what you sell and what it costs
  • A SimplyBoost account. You create it in step 1, with a 7-day free trial and 100 AI replies
  • An email address of your own to test with
  • Five minutes

You will not write any code. Every step is a click or a typed word. What no code means here.

The 5-minute path, step by step

  1. 1

    Create an agent with the goal Get more leads

    1 minuteNo code

    In the app:Dashboard

    The goal sets the starting defaults, and you can change everything later.

    Do this

    1. 1No account yet? Follow the first three lines of the first-agent guide: get.simplyboost.io, Create account, choose Website.
    2. 2Already in? Open the agent switcher at the top of the sidebar and choose + Create bot.
    3. 3Type a name and choose the main goal Get more leads. This sets up a sales agent that also collects name and email.

    You should see: Your new agent, selected in the sidebar.

  2. 2

    Add your website

    1 minuteNo code

    In the app:Train › Knowledge Base

    A lead conversation starts with a good answer, so give it your pricing and services.

    Do this

    1. 1Open Train, then Knowledge Base, and choose Add website.
    2. 2Type your website address and leave Whole site selected.
    3. 3Choose Add and wait for Ready, about a minute.

    You should see: Your website marked Ready.

    Good to know: Prices, services and how you work are what buyers ask about. If they are on a PDF, drop it on the page.

  3. 3

    Choose which details to collect

    1 minuteNo code

    In the app:Train › Optimize

    Up to three, and the agent asks one at a time.

    Do this

    1. 1Open Train, then Optimize, then Handover and leads.
    2. 2Switch on Collect contact details. It is already on for agents created with the goal Get more leads.
    3. 3Under Details to collect, choose up to 3 of Name, Email, Phone and Company. Keep Email or Phone.

    You should see: Name and Email ticked, and a Saved tag.

    Good to know: Fewer details means more answers. Name and email is a good start.

  4. 4

    Test it with your own email

    1 minuteNo code

    In the app:Train › Optimize

    Be a buyer for one minute.

    Do this

    1. 1In the preview chat, ask what a buyer would ask, for example Do you do custom sizes?
    2. 2Notice that the agent helps first and only then asks for your email. It never asks in the first reply.
    3. 3Type your own email address.
    4. 4Open Analyze, then Leads, and find yourself, rated Hot, Warm or Cold.

    You should see: Lead captured in the chat, and your name on the Leads page.

    Good to know: Only details you type yourself are saved, and a returning visitor with the same email updates the same lead.

  5. 5

    Put it on your site

    1 minuteNo code

    In the app:Deploy › Widget

    WordPress, Wix and Shopify have their own button. Anything else takes one copy and paste.

    Do this

    1. 1Open Deploy, then Widget, and choose Go live.
    2. 2Pick your platform. The panel shows what to do for it.
    3. 3WordPress: in WordPress go to Plugins, Add New, search for SimplyBoost Chat, choose Install Now and Activate. Then open Settings, SimplyBoost Chat, paste your Bot ID from the same panel and save. See the WordPress guide.
    4. 4Wix: add SimplyBoost AI Chat from the Wix App Market, click Set up and publish. There is nothing to paste. See the Wix guide.
    5. 5Shopify: switch on SimplyBoost Chat under App embeds in the theme editor and save. See the Shopify guide.
    6. 6Squarespace, Webflow or any other site: the panel gives you one line. Copy it and paste it in the site footer. That is the only copy and paste in this guide.

    You should see: The chat button on your live site.

That is it. You are live.

Here is what you have now.

  • An agent that answers first and asks for contact details second
  • Every lead rated Hot, Warm or Cold on the Leads page
  • An email each time a new lead arrives
  • An optional calendar, so a hot lead can book a meeting in the chat
  • A CSV export for your CRM or your sales team

Want to check it properly? 25 questions to test your AI agent.

The SimplyBoost character relaxing in a deckchair while the agent answers customers

Make it yours, now that you are live

None of this is needed to go live. Do one a day, or when a customer shows you what is missing. About 13 minutes in total, and no code in any of it.

  1. 1

    Give it a sales voice

    2 minutesNo codeOptional

    In the app:Train › Optimize

    A warmer tone and a sales role change how it asks.

    Do this

    1. 1In Optimize, open Personality.
    2. 2Choose the Role Sales representative and check that Lead capture is switched on under Handles.
    3. 3Pick a Tone such as Warm, and Short replies.

    You should see: A Saved tag at the top.

  2. 2

    Write rules for specific situations

    3 minutesNo codeOptional

    In the app:Train › Optimize

    One rule per line, in plain words.

    Do this

    1. 1In Optimize, open Behaviour.
    2. 2Under Specific situations, write one rule per line, for example: If someone asks for a quote, ask what they need and by when.
    3. 3Under What should it never do?, write hard limits, for example: Never quote a price that is not in the knowledge base.

    You should see: Your rules saved.

    Good to know: Instructions shape how it answers. Put facts, such as prices, in the Knowledge Base.

  3. 3

    Let visitors book a meeting

    3 minutesNo codeOptional

    In the app:Deploy › Integrations

    Optional. A hot lead can book a time without waiting for your reply.

    Do this

    1. 1Open Deploy, then Integrations, and choose Connect on the Google Calendar card.
    2. 2Sign in with Google and allow access to your calendar.
    3. 3Choose Settings, set your timezone, working days and daily hours, add any blocked times, and choose Save availability.
    4. 4The visitor picks a day and a time in the chat and gets a confirmation with a Google Meet link. Meetings are 60 minutes and bookings work in the website chat.

    You should see: The Google Calendar card showing Connected.

  4. 4

    Make the chat open by itself

    2 minutesNo codeOptional

    In the app:Deploy › Widget

    A greeting that appears at the right moment starts more conversations.

    Do this

    1. 1Open Deploy, then Widget, and then Content.
    2. 2Switch on Open automatically and choose 1 to 10 seconds. It opens for new visitors.
    3. 3Optionally switch on Proactive messages to show your first two starters above the closed button.

    You should see: The chat opening in the preview after your delay.

  5. 5

    Read your Leads page

    2 minutesNo codeOptional

    In the app:Analyze › Leads

    Everyone who left a name, email or phone number, in one list.

    Do this

    1. 1Open Analyze, then Leads. The top shows Total, New this week, Hot and Contact rate.
    2. 2Search by name, email, phone or company, and filter by date, quality and channel.
    3. 3Open a lead for its contact details, where it came from and what the visitor wanted. Choose Open full chat to read the conversation.
    4. 4Choose Export CSV to download the leads in the date range you selected.

    You should see: Leads rated Hot (70 to 100), Warm (40 to 69) or Cold (under 40).

  6. 6

    Get an email for each new lead

    1 minuteNo codeOptional

    In the app:Account › Settings

    It is on by default. This is how to check.

    Do this

    1. 1Open Settings, then Notifications.
    2. 2Check that New leads is on. The owner gets an email the first time a visitor leaves an email address or phone number.

    You should see: The switch on.

Questions people ask

An AI agent that answers visitors from your own content and also collects contact details, one at a time and only after it has helped. Every lead is saved with a rating and the conversation it came from.

Never in the first reply. It helps first, then asks for one missing detail at a time, in the order name, email, phone, company. Each detail is asked for at most 3 times. If the visitor declines, it says that is fine and stops asking.

Each lead gets a score from 0 to 100 built from contact details, how much the visitor engaged and buying intent. 70 to 100 is Hot, 40 to 69 is Warm and under 40 is Cold.

To the Leads page under Analyze. You also get an email the first time a visitor leaves an email address or phone number, and you can export the list as a CSV file.

Yes, once you connect Google Calendar. The agent offers only times you are free, books a 60-minute meeting and sends a confirmation with a Google Meet link. Bookings work in the website chat.

The same agent answers there once you connect those channels, and each lead records its channel, so you can filter the Leads page by website, WhatsApp or Instagram.

No. Every step is a click or a typed word, and your leads can reach your own systems through the API and webhooks if you ever want that. See what a no-code AI agent is.

Keep going

A customer on a laptop with a card in hand, about to buy from a website

Previous in the series

How to build your first AI agent

Add your website, pick a tone, test it and put it live.

Read the guide

The SimplyBoost character carrying a parcel to a customer

Next in the series

How to create a Shopify bot that sells

Product advice, carts and cart recovery, set up in five minutes.

Read the guide

More how-to guides

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The details

Try SimplyBoost with your own content

Start a 7-day free trial with 100 AI replies. Add your website, install the widget and see how the agent answers your customers.

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  • From €39 a month
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