AI Lead Capture: Never Lose a Customer Contact Again (2026)

6 minutes

Summary

UIRIX's Create Lead capability saves a caller's contact information during the conversation without any manual data entry, and alerts your team by e-mail or SMS. Follow up on "didn't book" callers to win back business that would otherwise be lost.

What You'll Learn:

  • Automatic capture: Name, phone, email, inquiry details
  • New-lead alerts by e-mail or SMS (Notifications)
  • Follow-up opportunity on undecided leads
  • Next-day follow-up while interest is fresh
  • Zero configuration required
Quick Recommendation: Keep Create Lead on - it's included in every plan and creates valuable follow-up opportunities.

1. What Gets Captured Automatically

Customer Name: "John Smith" Phone Number: "555-9876" Email Address: "[email protected]" Inquiry Details: "Interested in haircut + color, prefers Saturdays" Timestamp: "Jan 23, 2026, 3:47pm" All captured automatically - no staff action required!

2. Following Up on "Didn't Book" Leads

Day 1: Initial Call Customer calls, doesn't book: "I need to check with my wife" AI captures: John, 555-9876, interested in couple's massage Day 2: Your Follow-Up You call: "Hi John, you called yesterday about couple's massage..." John: "Oh yes! Can we do Saturday at 4pm?" Converted! A quick next-day follow-up catches undecided customers while their interest is fresh.

Frequently Asked Questions

Where do I view captured leads?

Each new lead is sent to you by e-mail and/or SMS - set the recipients in Notifications. Every conversation, with its transcript and summary, is also in your dashboard's conversation history.

Can I export leads to my CRM?

Yes. Subscribe a Zapier Catch Hook or your own endpoint to the Public API's signed webhooks (for example summary.ready) to send conversations and their summaries to your CRM. The HubSpot connector imports contacts for outbound calling; it doesn't write leads into HubSpot.

Ready to capture every lead automatically?

  • Every caller's contact saved
  • Name, phone, email, details
  • Follow-up on undecided leads
  • Win back customers who didn't book