> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ekho.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automatic lead capture

> Leads are created for you. Here is what triggers each one.

You do not create leads by hand. Ekho captures them at each point a buyer shows intent.

## The triggers

<AccordionGroup>
  <Accordion title="Conversation — AI Sales Agent">
    A buyer chats or texts with your agent. The lead is created once they provide contact details **and** TCPA consent. The agent asks for details right after answering their first question, so leads are captured before drop-off. If the buyer declines, the agent keeps helping and may ask again later.

    Pre-quals submitted from website chat arrive with the last vehicle shown attached as the vehicle of interest.
  </Accordion>

  <Accordion title="Inquiry — vehicle listing">
    A buyer asks about a listing. This works across your **entire** inventory, including units never configured for online sale, which makes it the broadest source you have.
  </Accordion>

  <Accordion title="Abandoned cart — checkout">
    A buyer enters their email during checkout and leaves before finishing. One of the highest-intent leads in the system: they were far enough along to start entering details.
  </Accordion>

  <Accordion title="In-person purchase request">
    A buyer in checkout chooses to complete the purchase at your dealership instead. They have decided to buy; they just want to do it in person.
  </Accordion>

  <Accordion title="Pre-qualification submission">
    A buyer submits a pre-qual on your site to check financing eligibility.
  </Accordion>

  <Accordion title="Financing rejection">
    A buyer places an order but is declined by every lender, or declines the offer they got. Worth working rather than discarding, since a different structure or a co-signer often changes the answer.
  </Accordion>

  <Accordion title="Abandoned preorder cart">
    A buyer starts a reservation or deposit and does not complete it.
  </Accordion>
</AccordionGroup>

## Getting told about it

Set a notification address so new leads reach your team. Each notification carries the buyer's details, what they were looking at, and the lead source.

<Tip>
  Use a shared inbox your team actually watches rather than one person's address. Leads routed to somebody on holiday go stale.
</Tip>

## Follow-up reminders

When a lead is assigned to a rep, that rep gets a **Reach out to lead** task. If they do not log activity in time, your [escalation policy](/sales-agent/crm/lead-routing) takes over.

## Sending leads onward

Qualified leads are forwarded to your CRM automatically, once per conversation so nothing duplicates. See [integrations](/sales-agent/integrations/overview).