contacts_capture_lead
📝 Save the current contact's details as a structured lead (contact + Contacts tab).
When to use:
In a website-chat OR voice-call conversation, as soon as the person has given at least ONE way to reach or identify them — a name, a phone number or an email (plus company / use case if mentioned) — e.g. when booking a demo or a class. A phone number with no name is still a lead: capture it, then ask for the name if you need it.
Call it once you have the details; then continue (e.g. share the booking link).
Creates/links a contact record and a lead entry in the workspace's lead inbox. Works in any conversation thread (website chat, voice call, DM).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | The visitor's full name, if they gave it. Omit when unknown — a phone or email is enough on its own. | |
| No | The visitor's email address. | ||
| phone | No | Phone number, if the visitor provided one. | |
| company | No | The visitor's company / organization, if mentioned. | |
| use_case | No | Their main use case / what they want to do with DialogBrain, if mentioned. | |
| in_workspace | No | Run this one call in this workspace id instead of the session's. Nothing is stored; other sessions are not affected. |