🎯 Lead Generation Action

The Lead Generation Action allows your AI Agent to collect customer information such as names, phone numbers, emails, project requirements, and other details.

Collected leads can be sent to:

• Telegram
• Google Sheets

This is useful for service businesses, agencies, clinics, consultants, and any company that wants to automatically capture potential customers.

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📍 Creating a Lead Generation Action

Navigate to:

AI Agents → Select AI Agent → AI Actions → Create Action → Lead Generation

Step 1: Create the Action

Fill in the basic information:

Field	Description
Action Name	Internal name for your lead generation action
When To Use	Instructions for AI explaining when this action should be triggered

Example:

• Action Name: Web Development Lead
• When To Use: Use this action when a customer wants to order website development services.

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📥 Step 2: Select Lead Destination

Choose where collected lead information should be delivered.

Available destinations:

Telegram

Send collected leads directly to a Telegram chat.

Required fields:

Field	Description
Telegram Bot Token	Your Telegram bot token
Telegram Chat ID	Chat ID where leads will be sent

Google Sheets

Store leads automatically inside a Google Spreadsheet.

To use Google Sheets:

1. Click Connect
2. Authorize your Google account
3. Select an existing spreadsheet using Google Picker

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🧩 Step 3: Configure Variables

Open the Variables tab.

Variables define what information the AI should collect from customers.

Examples:

Variable	Description
fullname	Customer full name
phone_number	Customer phone number
email	Customer email address
company_name	Company name
project_details	Project requirements

You can mark variables as Required.

The AI will continue asking questions until all required fields are collected.

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⚙️ System Variables

Ainisa automatically provides several built-in variables.

Example:

Variable	Description
source_channel	Source of the conversation (Website, Telegram, WhatsApp, Instagram, etc.)

These variables do not need to be collected from the user manually.

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💬 Step 4: Configure Telegram Message Template

If Telegram is selected as the lead destination, open the Message Template tab.

This template defines the message that will be sent to Telegram after the AI collects lead information.

You can insert variables into the template.

Example:

A new lead has been received.

Full Name: {{fullname}}
Phone Number: {{phone_number}}
Source Channel: {{source_channel}}

The AI will automatically replace variables with collected values.

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📊 Google Sheets Mapping

If Google Sheets is selected as the destination, collected data will be added directly to the connected spreadsheet.

You can map variables to spreadsheet columns.

Example:

Spreadsheet Column	Variable
A	fullname
B	phone_number
C	email
D	source_channel

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💡 Example Workflow

1. Customer visits your website
2. Customer asks for a service
3. AI detects that a lead should be created
4. AI collects required information
5. Lead is sent to Telegram or Google Sheets
6. Your team receives the lead instantly

Example collected information:

• Full Name
• Phone Number
• Service Needed
• Budget
• Source Channel

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✅ Notes

• Multiple Lead Generation Actions can be created for a single AI Agent.
• Variables marked as required must be collected before submission.
• Telegram destination requires a valid Bot Token and Chat ID.
• Google Sheets destination requires Google account authorization.
• System variables are automatically populated by Ainisa.