HelpTooly service · Website lead capture
Turn a website conversation into an organized next step.
HelpTooly can collect a visitor's contact details and request during a chatbot conversation. Small teams can review leads, update their status, preserve the related conversation, and export lead records to CSV.
How the workflow moves
From customer question to team action.
- 01
The visitor explains
The customer describes what they need in the website conversation.
- 02
HelpTooly collects
The chatbot asks for the useful contact and request details configured for the workflow.
- 03
The team follows up
The lead appears in the protected client workspace with its conversation context.
What it includes
Practical controls, not a black box.
- Contact-detail collection
- Request context
- Lead status organization
- Conversation history
- CSV lead export
Service questions
Clear answers before setup.
Where do captured leads appear?+
Authorized users can review leads in the protected HelpTooly client workspace.
Can lead records be exported?+
Yes. HelpTooly supports CSV export for lead records.
Does HelpTooly sell submitted information?+
No. HelpTooly's public privacy policy states that it does not sell personal information.