Forms and webchat are how new people enter your system.
When someone reaches out, their information is captured and stored automatically.
Why this matters
Leads usually come in like this:
A website message
A form fill
A chat
A quick request for info
And then…
It gets missed
It gets buried
It gets forgotten
Not because you don’t care. Because there’s no system holding it together.
Kyrios fixes that. Every submission becomes a contact and shows up in your system.
What you will do
You will:
Use a form or webchat to capture a lead
Understand where that lead goes
Know what happens next
You do not need to build anything advanced.
Use a form to capture a lead
A form collects information like:
Name
Email
Phone number
Message
When someone submits a form:
A contact is created or updated
Their information is stored
Their activity is recorded
Click Sites
Click Forms > Builder
Click Create Form
You can choose Start from Scratch or From Templates. To keep it simple initially, choose From Templates.
Kyrios has hundreds of templates to choose from.
Once you choose a template, you can use the drag-and-drop builder to make sure it has whatever information you need to collect.
Now you have a form ready for installation on your website or funnel.
Click Integrate to see options on how to add the form.
NOTE: If you are building websites or funnels inside Kyrios, there is no need to use the integrate option in the form builder, simply drag the form widget into the website or funnel builder to place your form.
Use webchat for real-time inquiries
Webchat allows someone to message you directly from your site.
When someone sends a message:
It appears in Conversations
It is tied to a contact
You can reply immediately
This keeps communication in one place.
What happens after submission
This part matters.
Forms and webchat capture information. They do not automatically take action.
That means:
No follow-up is sent unless a workflow is active
No automation runs unless it is configured
The system captures. Workflows decide what happens next.
What happens next
Once a lead is captured:
A contact is created or updated
A conversation may begin
You can respond directly from Conversations
The lead is now visible and trackable
Nothing is lost.
Where to look
You’ll see new leads in:
Contacts (new or updated contact)
Conversations (if a message was sent)
This is where you respond and continue the interaction.
You can also see any form submissions by going to Sites > Forms > Submissions
Helpful resources (optional)
Keep this tight and relevant:
What to ignore for now
You do not need:
conditional logic
payments
calculations
advanced styling
attribution tracking
Those can come later.
Right now, you just need a way for people to reach you and a place for that information to go.
Important note
Capturing a lead is only the first step. If you want automatic follow-up, you’ll use workflows.
You’ll get to that in the next steps.
Make sure you have at least one way for people to reach you.
Submit a test form. Send yourself a message. Watch it appear in the system.
That’s when it clicks.