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

# Capture sales leads with a pre-built WhatsApp Flow template

> A single-screen WhatsApp Flow that collects contact details, area of interest, budget range, and a free-text field for lead generation.

The lead capture template is a single-screen form that collects the information your sales team needs to qualify and follow up with a new prospect — all inside WhatsApp. Users fill in their name, business name, email, and optionally a phone number. They then select what they are interested in and a budget range, and can add any extra context in a free-text field. When they tap **Submit**, your bot receives the full payload.

## Who should use this template

This template suits businesses that want to capture inbound sales enquiries directly from WhatsApp conversations: B2B companies, agencies, SaaS products, consultancies, or any business that qualifies leads before a sales conversation.

## Screen breakdown

The flow has one screen.

### Screen 1: Lead form (`LEAD_FORM`)

The screen title is **Tell Us About You** and the heading reads "Let's Get Started."

| Field                       | Type      | Required | Options / Input type                                                      |
| --------------------------- | --------- | -------- | ------------------------------------------------------------------------- |
| Your Name                   | TextInput | Yes      | Text                                                                      |
| Business Name               | TextInput | Yes      | Text                                                                      |
| Email Address               | TextInput | Yes      | Email                                                                     |
| Phone Number                | TextInput | No       | Phone                                                                     |
| What are you interested in? | Dropdown  | Yes      | Product Demo, Pricing Information, Partnership, Technical Support, Other  |
| Budget Range                | Dropdown  | No       | Under R5,000 · R5,000–R20,000 · R20,000–R50,000 · R50,000+ · Not sure yet |
| Tell us more                | TextArea  | No       | Free text                                                                 |

Tapping **Submit** completes the flow.

## Components used

`TextHeading`, `TextBody`, `TextInput`, `Dropdown`, `TextArea`, `Footer`

## Submitted payload

When the user completes the flow, your bot receives:

| Key             | Value                                      |
| --------------- | ------------------------------------------ |
| `contact_name`  | User's name                                |
| `business_name` | Business name                              |
| `email`         | Email address                              |
| `phone`         | Phone number (optional)                    |
| `interest`      | Selected interest ID (e.g. `product_demo`) |
| `budget`        | Selected budget range ID (e.g. `5k_20k`)   |
| `details`       | Free-text details (optional)               |

## How to generate this flow

Open the AI agent in your Paige project and send a prompt like:

* `"Use the lead capture template"`
* `"Create a lead generation form"`
* `"Generate a flow based on the lead capture template"`

The agent creates and syncs the flow to Meta. You can then ask it to update the interest options, budget ranges, or field labels to match your business.

<Tip>
  To localise the budget ranges, ask the agent: "Update the budget dropdown to use USD amounts: Under $1,000 / $1,000–$5,000 / $5,000–$20,000 / $20,000+."
</Tip>

## Flow JSON

Below is the complete flow definition from this template.

```json theme={null}
{
  "version": "6.0",
  "screens": [
    {
      "id": "LEAD_FORM",
      "title": "Tell Us About You",
      "layout": {
        "type": "SingleColumnLayout",
        "children": [
          { "type": "TextHeading", "text": "Let's Get Started" },
          {
            "type": "TextBody",
            "text": "Tell us about your business and we'll show you how we can help."
          },
          {
            "type": "TextInput",
            "name": "contact_name",
            "label": "Your Name",
            "required": true,
            "input-type": "text"
          },
          {
            "type": "TextInput",
            "name": "business_name",
            "label": "Business Name",
            "required": true,
            "input-type": "text"
          },
          {
            "type": "TextInput",
            "name": "email",
            "label": "Email Address",
            "required": true,
            "input-type": "email"
          },
          {
            "type": "TextInput",
            "name": "phone",
            "label": "Phone Number",
            "required": false,
            "input-type": "phone"
          },
          {
            "type": "Dropdown",
            "name": "interest",
            "label": "What are you interested in?",
            "required": true,
            "data-source": [
              { "id": "product_demo", "title": "Product Demo" },
              { "id": "pricing", "title": "Pricing Information" },
              { "id": "partnership", "title": "Partnership" },
              { "id": "support", "title": "Technical Support" },
              { "id": "other", "title": "Other" }
            ]
          },
          {
            "type": "Dropdown",
            "name": "budget",
            "label": "Budget Range",
            "required": false,
            "data-source": [
              { "id": "under_5k", "title": "Under R5,000" },
              { "id": "5k_20k", "title": "R5,000 - R20,000" },
              { "id": "20k_50k", "title": "R20,000 - R50,000" },
              { "id": "50k_plus", "title": "R50,000+" },
              { "id": "not_sure", "title": "Not sure yet" }
            ]
          },
          {
            "type": "TextArea",
            "name": "details",
            "label": "Tell us more",
            "required": false
          },
          {
            "type": "Footer",
            "label": "Submit",
            "on-click-action": {
              "name": "complete",
              "payload": {
                "contact_name": "${form.contact_name}",
                "business_name": "${form.business_name}",
                "email": "${form.email}",
                "phone": "${form.phone}",
                "interest": "${form.interest}",
                "budget": "${form.budget}",
                "details": "${form.details}"
              }
            }
          }
        ]
      },
      "terminal": true,
      "success": true,
      "data": {}
    }
  ]
}
```
