# Lead capture before recommendation

We define a lead as a phone number and/or and e-mail along with, possibly, a name. To capture this information, create a form-type slide and configure its fields based on the information you’d like to capture. You can do this by clicking the ‘settings’ icon next to each field. For example:

![](/files/-Ls0mKW-GIqGfdfmhZ0c)

To edit a field, hover a field and click on its settings icon:

![](/files/-Ls0ogJtxkjnP_zUyCUA)

A popup will show up with settings for each type of field:

&#x20;

![](/files/-Ls0ovkruYbqSRb98PvA)

The captured information can be viewed from the Insight panel. You can also send a personalized email to each user that enters their email and/or send an email with the user information and answers to a list of emails configured.

Lead information captured on abandoned assistants (not completed by the user) will also be stored and viewed from the leads panel.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
