Most store visitors leave without an account. If they asked a serious question in chat and you have no email, that demand is gone. Lead capture is the habit of asking for a name and email while the conversation is still useful — then tagging why they came.
What Taskra captures
- Name and email, asked naturally in the thread
- Intent tags such as wholesale, bulk, gift or returning customer
- The conversation summary so you do not re-read a raw transcript
Leads appear on the Leads page. You decide who is hot. A 200-unit corporate gift inquiry is not the same as someone hunting a birthday idea.
Why this is not a popup
Email gates on page load train people to close the tab. A question asked after you have already been helpful converts better and attracts fewer fake addresses. That is the model behind Taskra lead generation.
After the capture
Send the lead to Klaviyo or a CRM, or just email them the next morning. The point is you have a path. Weekend wholesale chats no longer die in an unread widget.
Frequently asked questions
When does Taskra ask for an email?
When buying intent is high — bulk orders, gifts, trade inquiries — not on every “what is your return policy?” message.
Can I export leads?
Yes. Leads live in the Taskra dashboard and can be exported for your CRM or email tool.