How to create a lead capture automation

Create the automation

1. Open AI Automations in the sidebar and click + New automation.
2. Type a Name, for example "Place an Order".
3. In When should this trigger?, describe the moment the AI should start, for example "when the user says they want to place an order".
4. In What information should be collected?, list the details in one sentence, for example "company name, number of employees and preferred date".
5. Click Create fields. Ping splits your sentence into separate fields.
6. Check the fields under Fields to collect. Rename, reorder or remove any of them, or click + Add field manually.
7. Choose How should the AI ask?: One question at a time, or All in one message.
8. Optionally, fill in What should happen once everything is collected?
9. Click Save automation.

Write a good trigger

The AI only starts an automation when the customer clearly matches the trigger. When in doubt, it does not start. So describe the customer's intent in simple words, the way they would say it.

• Good: "When the customer wants to book a table or asks about a reservation."
• Good: "When someone asks for a quote for a trip."
• Too vague: "When someone is interested."

If you have several automations, make each trigger clearly different so the AI can tell them apart.

The closing message

The When it's done section is optional. The AI writes the final message in its own words, following your instruction, once every required field has a value. Leave it blank and the AI sends a short thank you instead.

If you cannot save

• Save automation stays grey until you type a Name.
• "Name, trigger, and what to collect are required." means one of the three text boxes is empty.
• "At least one field is required." means the field list is empty or every field has a blank name.
• An "Upgrade to do this" message means your plan's limit of active automations is reached. Pause another automation or upgrade.