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Captivate Engage — System Docs

Complete architecture reference for the CaptivateChat Engage system — widget embedding, lead capture, inference rules, and integration layers.

Last updated

2026-06-02

10

Total Layers

5

Live

5

Needs Work

5

Needs BE/AI

What is Captivate Engage?

Captivate Engage is a lead capture and qualification system built on top of the CaptivateChat widget. It embeds a conversational AI bot into any webpage and captures structured lead data (name, email, company, role, pain points) through natural conversation — without traditional forms.

Conversational Capture

Leads are captured through natural chat, not forms. Higher completion rates.

Smart Inference

Automatically infers missing fields from available data (email → name, domain → company).

Privacy-First

Private metadata is never exposed to end users. All data is scoped per conversation.

Architecture Overview

1
Engage Hub— Your dashboard — lists all your widgets and their leads
2
Engage Widget Config— Set theme, bot name, question config, and inference rules
3
Lead List— Per-widget lead capture results — search, filter, export, email, and push to Pilot
4
Embed— Paste the widget script into any HTML page
5
Capture— Bot converses with visitors; Question Config intercepts bot messages to render interactive UI
6
Act— Export leads, push to Pilot CRM, or trigger notifications (BE required for full wiring)

Three Screens — That's It

The customer-facing app is three screens. Everything else (internal tooling, test pages) is hidden from the nav.

Engage Hub

Dashboard — lists all widgets

Engage Widget Config

Build and save each widget

Lead List

Per-widget lead capture results