How lead capture works

Izzy doesn’t use a rigid form. Instead, it naturally weaves questions into the conversation when it detects a caller is interested in your services. The result feels like a friendly chat, not an interrogation — but you still get all the info you need to follow up.

Configuring lead fields

Go to Settings → Lead Capture in your portal. You’ll see toggles for each piece of information Izzy can collect:

Always collected

Name — first and last name (from conversation)
Phone number — automatically captured from caller ID

Optional fields (toggle on/off)

Email address — Izzy asks naturally: “What’s the best email to reach you at?”
Unit preference / Service interest — what the caller is looking for (the label adapts to your business type)

Custom questions (up to 3)

Add custom questions tailored to your business. For example:

“When do you need the unit?” (for storage)
“What’s the square footage of your home?” (for HVAC)
“What type of service do you need?” (for plumbing)

Izzy asks these naturally during conversation, not as a checklist. Custom questions are available on all plans.

Managing leads

Go to Dashboard → Leads to see all captured leads. Each lead shows:

Caller name and phone number
Any additional info collected (email, preferences, custom answers)
Date and time of the call
Link to the full call transcript and recording

Lead status workflow

Track each lead through your pipeline:

Status	Color	Meaning
New	Teal	Just captured — hasn’t been contacted yet
Contacted	Blue	You’ve reached out to the lead
Follow-up	Amber	Needs another touchpoint
Converted	Green	Became a customer
Lost	Gray	Didn’t convert

Click any lead to update its status. This is a simple CRM built right into your dashboard.

Exporting leads

Click Export CSV on the Leads page to download all your leads as a spreadsheet. Use this to import into your existing CRM, email marketing tool, or just for record-keeping.

Lead Capture