Integrations Lead playbook · 2 actions

Lead playbook + Pengo: Every visitor's contact details and answers, captured

Pengo saves a visitor's contact details as a lead and records their answers to your qualifying questions. Included on Team, Business, Plus and Enterprise.

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Team+ · Works with Pengo Actions

Pengo captured the lead and recorded their answers to your qualifying questions.

01 Pengo Actions

What Pengo can do in Lead playbook

2 actions, each with its own setting. Pengo does what you allow and nothing else.

  • Capture a lead

    Auto

    Saves a visitor's contact details as a lead, with what they're interested in.

    • A visitor asks for a quote
    • Someone wants a demo
    • A prospect leaves their email for pricing

    Changes something in PengoStarts on AutoNo credits

    Modes: Off · Ask first · Auto

  • Qualify a lead

    Auto

    Records a visitor's answers to your qualifying questions and updates the lead's score.

    • A visitor shares their team size
    • A prospect says when they plan to buy
    • A visitor names their budget

    Changes something in PengoStarts on AutoNo credits

    Modes: Off · Ask first · Auto

02 You stay in control

Changes wait for your yes

Capture a lead starts on Ask first. Pengo prepares it, tells the customer it’s with the team, and a teammate approves or rejects it right in the conversation. Pengo then lets the customer know.

Prefer Pengo to just do it? Switch any action to Auto. Want it never to happen? Switch it Off. How Pengo Actions work

03 Setup

Connect Lead playbook in three steps

No code. Most teams are done in a few minutes.

Step-by-step guide
  1. 01

    In Pengo, open Settings › Conversations › Lead capture.

  2. 02

    Turn on the lead playbook and write the qualifying questions you want answered.

  3. 03

    Pengo saves every visitor’s details and answers as a lead, ready for your team or your CRM.

04 Questions

Lead playbook FAQ

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.

Pengo Actions work across your stack

Let Pengo handle Lead playbook busywork

Install in five minutes. Your AI agent is answering before your coffee cools.

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