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CRM Fields 🗂️

CRM Fields control what information Konvoq collects when it captures a lead during a conversation.

Configure these at Dashboard → Leads → CRM Settings.


Default fields

Out of the box, Konvoq collects:

FieldTypeRequired
NameTextOptional
EmailEmail (validated)Required

The email field is always required — it's the primary identifier for a lead.


How fields are collected

Konvoq asks for information conversationally — not as a rigid form. The AI works the fields into the conversation naturally:

"What's your name?" "And what's the best email to reach you at?"

This feels much less intrusive than stopping the conversation to fill out a form.


Exporting leads with field data

All collected field data is included in the CSV export from Leads → Export. Each column corresponds to a field — making it easy to import into any CRM or spreadsheet.


:::info Connecting to HubSpot If you use HubSpot, you can map Konvoq fields directly to HubSpot contact properties. See the HubSpot Integration page for setup. :::