The Contacts section stores every visitor who interacts with your agent. You can collect contact information through a qualification form, view and export leads, and define custom attributes to enrich your contact data. Contacts has three tabs: Leads, Qualify Leads, and Attributes.
Leads
The Leads tab displays all visitors who have interacted with your agent. Each row in the table shows:
| Column | Description |
|---|
| Email | The contact’s email address |
| First Name | First name, if provided |
| Last Name | Last name, if provided |
| Phone | Phone number, if provided |
| Role | The contact’s role (e.g., Lead) |
| Pseudonym | Auto-generated anonymous name (e.g., “Anxious Jade from NL”) used to identify visitors before they provide personal details |
| User ID | Unique identifier for the contact |
Exporting leads
Click Export Leads to download all captured contacts as a CSV file. This is useful for importing leads into your CRM, email marketing tool, or spreadsheet.
Qualify Leads
The Qualify Leads tab lets you configure the qualification form — a form that appears in the chat widget to collect visitor information during a conversation. All collected data is associated with the contact’s profile and available in the Help Desk.
Configuration
Two toggles control how the qualification form behaves:
- Share Contact with Agent — When enabled, your AI agent can access lead information (first name, last name, email, phone, and custom attributes) during conversations, allowing it to personalize responses.
- Enabled — When toggled on, the qualification form appears after the agent’s first response to a visitor’s message.
You can customize two messages that visitors see when the qualification form appears:
- Call-to-Action Message — The prompt displayed above the form, encouraging visitors to share their details (e.g., “Please fill in the form below to stay in touch”).
- Feedback Message — A thank-you message shown after the visitor submits the form (e.g., “Thanks, talk to you soon!”). If no feedback message is set, the form closes automatically after submission.
Both fields support per-language values when additional languages are enabled.
The qualification form is displayed at the start of every new conversation, after the agent’s first response. The form collects one field at a time — the visitor fills in a field, submits it, and the next field appears.
- If a visitor partially completes the form and starts a new conversation later, the form reappears but only asks for the remaining fields — previously collected fields are skipped.
- If a visitor has already provided all fields, the form does not appear.
- If you add new attributes to the form after a visitor has already completed it, the form reappears in their next conversation to collect only the new fields.
The form appears once per conversation. If a visitor dismisses or ignores it, it will appear again in their next new conversation.
Qualification data
The qualification form collects data using attributes. You choose which attributes appear on the form from the Available Qualification Attributes dropdown, then click Add Attribute to include them.
The form uses both system attributes (Email, First Name, Last Name, Phone Number) and any custom attributes you’ve created in the Attributes tab.
- Selected Attributes — Shows the attributes currently on the form. You can drag to reorder them, and the Form Preview on the right updates in real time.
- Remove fields — Click the delete icon next to any attribute to remove it from the form.
- Click Save to apply your changes.
Attributes
Attributes define the data fields available for your contacts. They appear in contact profiles, Help Desk conversations, and the qualification form. Navigate to Contacts → Attributes to manage them.
System attributes
Tiny Talk includes four built-in system attributes:
| Name | Key | Type |
|---|
| Email | email | Text |
| First Name | firstName | Text |
| Last Name | lastName | Text |
| Phone Number | phone | Text (Phone) |
System attributes are read-only and cannot be modified.
Custom attributes
Create custom attributes to store additional information about your contacts. Click Create Attribute to open the creation form with the following fields:
| Field | Description |
|---|
| Name | Display name shown in the form and contact profile (e.g., “Company Size”) |
| Key | Unique identifier used internally and via the API (e.g., companySize). Cannot be changed after creation. |
| Data Type | The primary data type — String or Number |
| Sub Data Type | A more specific type within the primary data type. For String: Text, Email, Phone, or Url. For Number: numeric values only. |
| Description | Optional text explaining what the attribute stores |
Custom attributes you create here become available in the Qualify Leads tab, where you can add them to the qualification form alongside system attributes.
Attribute types at a glance
| Display Type | Data Type | Sub Data Type | Example use |
|---|
| Text | String | Text | Job title, company name |
| Email | String | Email | Secondary email address |
| Phone | String | Phone | Mobile number |
| Url | String | Url | Website, LinkedIn profile |
| Number | Number | — | Company size, age |
Lead notifications
You can receive notifications when a visitor’s contact information is updated through:
- Zapier — Use the Updated Lead trigger to send lead data to your CRM, email marketing tool, or other apps
- Pabbly Connect — Use the New Lead trigger for the same purpose
- Custom webhooks — Receive
contact.lead.updated events at your own endpoint
Tips for lead generation
- Keep the form short — Only ask for essential information. More fields means lower completion rates.
- Enable Share Contact with Agent so your agent can greet returning visitors by name and reference their previous details.
- Use the feedback message to thank visitors after form submission — it creates a more polished experience.
- Create custom attributes for data specific to your business (e.g., company size, product interest) to qualify leads more effectively.
- Set up webhook integrations to send leads directly to your CRM or email marketing tool.
