Lead Capture via the Answer Engine
How the Answer Engine Rep captures leads — and why standalone forms are deprecated.
Lead Capture via the Answer Engine
The Answer Engine (guided search Rep) is now the canonical lead capture surface in Next Day Sales. Standalone lead forms have been deprecated — every capture flows through the Rep so we keep one source of truth, one lead score model, and one inbox.
How capture works
- A visitor types a question into the Rep
- We classify intent with a small LLM:
- Informational → answer grounded in your site's content with citations
- Commercial → switch to capture mode and show a personalized message
- Visitor leaves name + email (and optionally phone)
- Lead lands in the Leads inbox with full context: the question, the source page, scoring, and the conversation transcript
Configuration
Open Site → Rep settings to control:
- Which fields to require (name, email, phone)
- Consent checkbox label and link to your privacy policy
- Auto-reply email subject and body (supports variables like
{{visitor__name}}and{{site__name}}) - Routing — which recipients get notified
- Branding — colors, font, position, and unbranding (Agency)
No cookies, no PII tracking
The Rep never sets persistent client-side identifiers (no localStorage session IDs, no third-party cookies). Lead data is only sent when the visitor explicitly submits the form.
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