Lead playbook actions reference
Every Pengo Action for Lead playbook: what it does, the mode it starts in, who it’s for and how to change it in Intelligence › Actions.
On this page
Pengo saves a visitor’s contact details as a lead and records their answers to your qualifying questions. Lead playbook is included on Team, Business, Plus and Enterprise.
To connect Lead playbook, follow the setup guide. To change what Pengo does, open Intelligence › Actions and pick a mode for each action. See Choose how Pengo acts.
Every action at a glance
| Action | Starts on | Can be set to | AI credits |
|---|---|---|---|
| Capture a lead | Auto | Off, Ask first, Auto | Free |
| Qualify a lead | Auto | Off, Ask first, Auto | Free |
Capture a lead
Saves a visitor’s contact details as a lead, with what they’re interested in.
- What it does: changes something in Pengo (low risk).
- Starts on: Auto. You can set it to Off, Ask first, Auto.
- Who it’s for: Any visitor.
- Teammates: Pengo runs it; it isn’t in the Actions button.
- AI credits: none.
For example:
- A visitor asks for a quote
- Someone wants a demo
- A prospect leaves their email for pricing
Qualify a lead
Records a visitor’s answers to your qualifying questions and updates the lead’s score.
- What it does: changes something in Pengo (low risk).
- Starts on: Auto. You can set it to Off, Ask first, Auto.
- Who it’s for: Any visitor.
- Teammates: Pengo runs it; it isn’t in the Actions button.
- AI credits: none.
For example:
- A visitor shares their team size
- A prospect says when they plan to buy
- A visitor names their budget
Common questions
What can Pengo do in Lead playbook?
Capture a lead and qualify a lead. Pengo saves a visitor's contact details as a lead and records their answers to your qualifying questions.
Does Pengo make changes in Lead playbook on its own?
Capture a lead and qualify a lead run on their own by default. You can set each action to Auto, Ask first or Off in Intelligence › Actions.
Which plans include Lead playbook?
Lead playbook is included on Team, Business, Plus and Enterprise, alongside Pengo Intelligence.
How many AI credits does a Lead playbook action use?
Capture a lead and qualify a lead use no credits. Credits are charged only when an action actually runs, never when it fails, is rejected or expires.
How do I connect Lead playbook to Pengo?
1. In Pengo, open Settings › Conversations › Lead capture. 2. Turn on the lead playbook and write the qualifying questions you want answered. 3. Pengo saves every visitor’s details and answers as a lead, ready for your team or your CRM.
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