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Contact Capture

Knock Knock App can collect contact information from your visitors during conversations. This helps your team follow up and ensures no lead slips through the cracks.

What Information Is Collected​

Visitors may be asked to provide:

  • Name — their first and last name
  • Email address — for follow-up messages and calendar invitations
  • Phone number — for callbacks or SMS follow-ups

Depending on your configuration, all three fields may be required, or only some of them.

When Forms Appear​

Contact capture forms appear at natural points during the visitor's experience:

During Live Chat​

The AI agent or a human team member may ask the visitor for their details during a conversation. When this happens, a compact form appears in the chat window with fields for name, email, and phone. The visitor fills in the fields and submits without leaving the chat.

During Calls​

On audio or video calls, the agent may ask the visitor for their contact information. The visitor provides it verbally, and the agent records it on their end.

During AI Voice Calls​

When the AI agent needs contact details during a voice call, an on-screen form appears. The visitor can type their information while continuing to speak with the AI. This is faster and more accurate than spelling out an email address over voice.

During Meeting Booking​

When a visitor books a meeting through the calendar interface, they are asked for their name, email, and optionally their phone number as part of the booking process.

tip

Collecting contact information during the natural flow of conversation feels much less intrusive than a cold popup form. Visitors are more willing to share their details when they are already engaged.

Auto-Fill From Previous Sessions​

If a visitor has provided their information in a previous conversation, the form fields may be pre-filled the next time. This saves the visitor from typing the same details again and creates a smoother experience.

note

Auto-fill works when the visitor returns using the same browser and device. If they switch to a different device, they may need to provide their information again.

Custom Questions​

In addition to the standard name, email, and phone fields, your business may have configured custom questions that appear during contact capture. These are additional fields tailored to your needs — for example:

  • "What is your company name?"
  • "How did you hear about us?"
  • "What product are you interested in?"

Custom questions appear as extra fields in the contact capture form. They are optional or required based on your configuration.

Privacy and Trust​

Visitors are more likely to share their information when they feel comfortable. A few things that help:

  • The form appears in context — during an active conversation, not as a cold popup
  • The visitor can see they are talking to a real company with branding and team photos
  • Only the fields your business has configured are shown — no unnecessary data collection
warning

Avoid asking for too much information too early. If a visitor is just browsing, a lengthy form may cause them to disengage. Work with your team to find the right balance between capturing leads and respecting your visitors' time.