Flows
Flows are automated actions that run during conversations. The current built-in flow is Capture Leads — a smart in-chat form that collects visitor contact details at the right moment.
Flows tab
Go to Agent → Flows in the dashboard. You'll see the Capture Leads card showing whether it's Active or Inactive, and which fields are currently enabled.
Flows
Automated actions that run during conversations — no code needed.
Show a contact form during the conversation to collect visitor details — name, email, phone.
More flows coming soon
Booking, surveys, support escalation, and more.
Capture Leads flow
When enabled, the AI agent decides when to show a contact form inside the chat window, based on your when to show instruction. The visitor can fill it in or dismiss it — you get notified either way.
| Setting | Description |
|---|---|
| Enable Lead Flow | Master toggle — turn the form on or off for this agent |
| How it works | The lead form will automatically appear after the visitor sends their first message.Once they submit the form, the relevant response will be sent, and AI will continue the conversation with further queries. |
| Fields | Name, Email, Phone, and Query. Toggle each on/off. Mark as required or optional. Customize the label and placeholder text. |
| Success Message | Shown inside the chat after the visitor submits the form |
| Dismiss Message | Shown if the visitor clicks × to close the form without submitting |
Configure the form
Enable the flow
Click the toggle at the top of the Lead Flow editor to turn it Active. The card on the Flows tab will show a green Active badge.
Set the trigger instruction
The When to show field is a plain-English instruction sent to the AI. The default works well for most cases:
Show the lead form after the user sends their first message.
After they submit, answer their question and let them
know someone will follow up.Choose your fields
Enable the fields you want to collect. Email is required by default. You can also enable Name, Phone, and a custom Query field. For each field you can customize the label and placeholder text.
Set success & dismiss messages
Write a friendly confirmation for after they submit (e.g. "Thanks! Our team will be in touch within 24 hours.") and a graceful message for if they dismiss the form (e.g. "No problem, feel free to ask me anything!").
How it appears in chat
When triggered, the form appears as a card inside the chat window — above the input field. It shows your enabled fields with labels, an optional required marker, a Submit button, and a × dismiss button in the top-right corner.
Support Bot
● Online
Auto-detection
Even without the Lead Flow form enabled, Doupple passively scans every visitor message for email addresses and phone numbers. When detected, the contact is automatically saved to Dashboard → Leads with a quality score.
Sarah J.
sarah@example.com
Mike T.
+91 98765 43210
Priya S.
priya@startup.in
| Status | Meaning |
|---|---|
| Pending | New lead, not yet contacted |
| Contacted | You've reached out |
| Converted | Lead became a customer |
| VIP | High-priority lead |
| Ignored | Not relevant |
| Closed | Conversation ended |
On this page