Lead Gating Overview
Lead Gating Overview
Lead Gating Overview
Lead Gating prompts visitors to identify themselves before continuing a conversation with the AI Double. It captures contact information automatically and personalizes future conversations.
Why use Lead Gating
- Lead generation on autopilot - Visitors must share their details to continue chatting
- Personalization - The AI Double remembers returning visitors and tailors responses based on past conversations
- Spam reduction - OAuth verification ensures captured emails are real
How gating works
- For chat: the gate appears after the visitor sends a set number of messages
- For voice: the gate appears after a set number of seconds into the conversation
- If the visitor is already a logged-in theDouble user in the same browser, the gate is skipped automatically
- Once a visitor identifies themselves from a browser, the gate does not appear again from that browser
Capture methods
- Continue with Google or LinkedIn - Verified OAuth. Recommended for accuracy.
- Custom form - Visitors enter details manually. Faster, but information is unverified.
Next steps:
- Setting Up Lead Gating
- Using a Custom Capture Form
- Viewing Captured Leads