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Guide 4 of 5Owner or admin about 3 min
Ask visitors for their email at the right moment
Asking too early loses the conversation; asking too late loses the lead. The widget can ask at a point you choose, and your team can ask by hand.
- 1
Open Settings → Email & Lead Capture
Choose when to ask: never, after three messages, after five, or before the visitor starts.
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Shape the request
Write the words the widget uses, add a name field if you want one, and decide whether the visitor can skip it. From-name and reply-to set how your emails to them appear.
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Let them confirm
A visitor who gives an address gets a confirmation email with a one-click link. Once confirmed, your team can continue the conversation by email from the inbox.
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Or ask from the thread
In any conversation, press Request email and the form appears in the visitor’s chat. It is disabled once they have given an address.