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Guides & Tutorials7 min readJune 16, 2026

How to Set Up Heyy for Lead Generation

By Ai Rapid Flow Team

Most websites collect less information than they could. Here is how to set Heyy up to capture more leads, gently.

The problem: conversations that go nowhere

A nice chat is good, but if you never get the visitor's contact details, you cannot follow up. The conversation ends and the lead disappears.

The fix is to gently collect a name and a way to reach them, right inside the chat, without it feeling like a form.

What a lead capture chat needs

The trick is to help first and ask for details second, at a natural moment.

  • A helpful answer before you ask for anything.
  • A simple request for name and email or phone.
  • A clear reason for sharing, like 'so we can send your quote'.

How to set it up in Heyy

Heyy lets you build a short flow that gathers details at the right time.

  • Step 1: Create a chat flow for visitors who show interest, like asking about price.
  • Step 2: Add a step that answers their question first.
  • Step 3: Add a step that asks for their name and best contact, with a reason why.
  • Step 4: Connect the captured details to your email or lead list so nothing gets lost.

Why asking later works better

When you ask for details before helping, it feels like a toll gate. When you help first, sharing details feels like a fair trade.

That small change in order is the difference between a visitor who shares and one who closes the tab.

A simple example to picture

Think of a good market stall. The seller hands you a free sample first, you taste it and like it, and then you happily give your name for the loyalty card. If they had demanded your details before the sample, you would have walked off.

Heyy works the same way. It gives the helpful answer first, the free sample, then asks for contact details once you are glad you stopped by. Help first, ask second.

Where to use lead capture flows

Use them on high intent pages, like pricing, contact, and service pages, where visitors are closest to becoming customers.

Watch out for these common mistakes

Lead capture backfires when these creep in.

  • Asking for the email before giving any help at all.
  • Requesting too many details, like a long form in chat clothing.
  • Skipping the reason why, so sharing feels risky.
  • Not connecting captured leads to your inbox, so they get lost.

Quick recap

What to remember, and what to expect.

  • A chat with no captured details cannot be followed up.
  • Help first, then ask for name and contact.
  • Always give a clear reason for sharing.
  • Expect more shared details when it feels like a fair trade.

The solution in one line

Set Heyy to help first and ask for contact details second, and your chat becomes a steady lead capture tool.

Try Heyy for yourself

Heyy helps you start conversations with website visitors and capture leads before they leave your page.

Visit Heyy

This article contains an affiliate link. We may earn a small commission if you sign up, at no extra cost to you.

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