Capturing leads

Boty Leads captures contacts through two channels: WhatsApp Business and web forms. Both land in the same inbox and enter your pipeline.

captura real · datos de demostración Each lead moves through the stages; source and score are visible at a glance, and the app interface is in Spanish.

WhatsApp Business

When a customer writes to you on WhatsApp, their message creates (or updates) a lead and opens a conversation in your inbox. If they reply later, it all stays in the same thread.

What you need to connect it

The connection is made through 360dialog, an official Meta solution provider. Setup consists of registering your WhatsApp Business number and connecting the credentials 360dialog gives you.

Caution

WhatsApp requires setup to work. Until your number is registered and the credentials are connected:

• You won’t receive inbound WhatsApp messages.
• The messages you send from Boty are saved to the conversation but not delivered to the customer.

It’s not a bug: it’s the “no channel configured” state. Once setup is complete, messages flow in and out normally.

What happens with each inbound message

• If the contact is new, a lead is created with WhatsApp as the source and new status.
• The message is added to the conversation and the inbox updates instantly.
• The lead is ready to qualify with AI and to reply to.

Web forms

You can capture leads from any page on your website by placing a form that sends the data to Boty Leads. The lead lands in your inbox with web form as the source.

Form fields

• Name (required).
• Email or phone (at least one of the two).
• Optionally: last name, notes, tags and campaign information.
• A marketing consent checkbox.

Consent matters (GDPR)

The consent checkbox isn’t decorative: it determines whether you can market to that lead.

• If the customer ticks the box, the lead is recorded with consent granted and the proof (date, policy version and technical data) is stored securely on the server.
• If they don’t tick it, the lead is saved all the same, but with consent pending: no proof is made up.

Note

The consent proof (IP, browser, date) is stored on the server and is never shown in the dashboard or returned to the browser. It serves to respond to an audit, not for day-to-day lookups. More detail in Privacy.

Where leads appear

Whether they come from WhatsApp or a form, all leads appear in:

• The inbox (/inbox), with their conversations.
• The My Leads list, where you can filter and save views.
• Your pipeline, by stage.

Continue with AI scoring to prioritize who to attend to first.