Does the AskVault collect_lead skill validate email addresses?

Only loosely. The skill refuses a value without an @ sign, and it does not check that the address can receive mail. Run your own verification after export if lead quality matters.

How do collected leads reach my CRM?

Every new lead fires a lead.captured webhook, which you can point at Zapier, Make or your own endpoint. For HubSpot specifically, the sdr_lead_qualifier skill can create or update contacts. There is no built-in Salesforce or Pipedrive lead sync.

What happens if the same person leaves their email twice?

The skill checks the workspace for a lead with the same email and does not create a second one. The bot is told the lead already exists.

How do I export collected leads as CSV from AskVault?

From the Leads page in the dashboard, on Growth and above. The CSV has email, name, phone, notes, page URL, source, status, consent and created date.

The collect_lead skill - capture leads from chat

Written by Joseph Russo, Principal Architect, Networks and Tech, AskVault · Reviewed by Allison Chan

Last updated: October 20, 2026 · 3 min read

What the skill does

Growth+

collect_lead turns a chat into a lead without a separate form. The bot calls it when a visitor gives their contact details on their own, asks someone to get back to them, or shows clear buying interest such as a pricing or demo question. It is on by default for workspaces on Growth and above, where AI skills are included.

Each call does four things:

Checks the email has an @ sign. If it does not, nothing is saved and the bot can ask again.
Looks for an existing lead with the same email in this workspace. If one exists, no duplicate is created.
Saves the lead with name, phone (when given), a consent record and a link to the conversation.
Sends you an in-app notification and fires the lead.captured webhook.

The visitor's email is also attached to the conversation, so the same person is recognised if they come back on another channel.

When the bot uses it

The bot decides from the conversation. Typical moments:

"Can someone email me a quote? Here is my work address."
"Let me know when this is back in stock."
"I'd like a demo, how do I book one?"

If the visitor does not want to share details, nothing is saved and the bot carries on answering.

A form instead of free text

If you would rather the visitor confirms their details in a short form, the related collect_info skill shows an editable card with name, email and phone. The visitor reviews and submits it, which avoids typos the bot might copy from chat. Both skills save to the same Leads list.

Configuration

On the Skills page, open collect_lead. Its configuration is a JSON box; one option is supported today:

Require phone. Add {"require_phone": true} and the skill refuses to save a lead without a phone number.

Where leads go

Leads page. Every lead appears in the dashboard with its source and a link to the conversation.
CSV export. Download all leads from the Leads page on Growth and above.
Your CRM, by webhook. Point the lead.captured webhook at a no-code tool such as Zapier or Make, or your own endpoint to create records anywhere.
HubSpot. The sdr_lead_qualifier skill can create or update HubSpot contacts for leads that fit your criteria.

There is no built-in Salesforce or Pipedrive lead sync today.

Privacy

Leads are only saved when the visitor typed the details themselves. Each lead stores a consent note and timestamp, and you can delete a lead from the Leads page to act on an erasure request. If your market requires specific consent wording, add it to your system prompt so the bot says it before asking.

FAQ

Does it check the email is real?

No. It only refuses values without an @ sign. Verify addresses after export if that matters to you.

Can leads from different channels be merged?

The skill will not create a second lead with the same email in a workspace, and it links the email to the conversation for cross-channel recognition. There are no configurable merge rules.

Which plan includes it?

Growth and above. On Free and Starter, AI skills do not run.

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