Lead collection is not a separate switch. It is part of how Calendar booking and Enquiries work. The assistant therefore always collects exactly what you need for the next step, without unnecessary questions.
What is always collected
Whenever the assistant books an appointment or notes down an enquiry, it finds out the customer name and the phone number. The number is often already known from the incoming call, so the assistant asks for it again only when it needs a different number for a callback. In the app both fields show Always required.
What is optional
The Calendar and Enquiries cards on the Assistant page have a Required contact fields section with a switch for the Email address. Turn it on where you need it. For example, if you send online meeting links by e-mail, the assistant will have an e-mail for every booking.
On the Enquiries card you can also write in the Details field what else the assistant should find out from the customer, for example the address, the type of problem or a preferred date. It is not a required field: the assistant asks about it and writes whatever the customer says into the enquiry description.
Where the details go
- Booking details go to the Calendar as an appointment with the status Pending review.
- Everything else (a request the assistant couldn't fully resolve, a quote request, a callback request) becomes an enquiry with the details already collected. It is a clear item to deal with, not a note lost in a call transcript.
Why this matters
For local businesses, reliable contact details save a round of back-and-forth before preparing a quote, planning a visit or calling back. The goal is always the minimum of useful information, not an interrogation of the caller.