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Smart lead capture

MonGPT doesn't rely on an upfront form. A background classifier reads each conversation against your own definition of a lead and scores it 0–100 — so a visitor asking about pricing for a 20-seat team this quarter is captured as a hot lead even before they share an email. Configure it in Bot settings → Smart lead generation:

• Lead goal — describe, in plain words, what counts as a lead for your business. The scorer uses this, not a generic rule.
• Capture mode — Passive (score & notify silently), Conversational (the bot also asks for contact details once, naturally, when a lead is hot), or Off.
• Notify threshold — only alert you when a lead scores at or above this (defaults to the “hot” band).

Every scored lead appears on the Leads page with its score, band, an AI one-line summary, sentiment, and any qualification details (budget, timeline, team size) the visitor revealed — whether or not they ever gave contact info.

Signed-in visitors (identify)

If your site has logged-in users, call MonGPT.identify({ userId, email, name }) after login (see the install guide). Their leads are then pre-filled with their real name and email instead of relying on the AI to extract them, and carry an external_user_id so you can tie the lead back to the same person in your own system. A “Signed in” badge marks these on the Leads page.

Talking to a person

Escalating to a human is its own feature now — customers open a ticket from the widget's Support tab and chat with your team in real time, rather than a one-off email. See Tickets & human support.

Where notifications go

Set Bot settings → Send leads & handoff requests to. It defaults to your login email. Each bot can notify a different address — useful when sales and support are different people.

Wiring leads into your CRM

Email is fine to start, but on the Scale plan you can subscribe to the lead.created and conversation.handoff webhooks and push contacts straight into your CRM the moment they arrive. You can also pull leads on demand — GET /v1/leads through the REST API (scope leads:read), or the list_leads tool over MCP. Both include the score, summary, qualification, and external_user_id.

Privacy

Contact details belong to you. If a visitor asks to be removed, delete the lead from your dashboard. MonGPT never uses your customers' data to train models.