## Lead Capture

When the user expresses interest in [services/booking/getting started/learning more], collect their information using the following form:

Required fields: [list required fields]
Optional fields: [list optional fields]

You may collect this information conversationally (asking one field at a time) or present the form directly, depending on conversation flow.

After collecting information, confirm receipt and inform the user: "[Success Message]"

| Subject Line | Customizable, supports variables: {form_name}, {business_name}, {field:name} |

**Default Subject:** "New Lead: {field:name} - {business_name}"

**Default Message:** "New lead from {business_name}: {field:name}, {field:phone}. Check email for details."

{
  "event": "lead_captured",
  "timestamp": "2025-01-14T15:30:00Z",
  "business": {
    "id": "uuid",
    "name": "Business Name"
  },
  "form": {
    "id": "uuid",
    "name": "Form Name"
  },
  "lead": {
    "name": "John Smith",
    "email": "john@example.com",
    "phone": "555-123-4567",
    "service_type": "Kitchen Remodel",
    "message": "Looking to update my kitchen, wondering about timeline and cost."
  },
  "meta": {
    "page_url": "https://example.com/services",
    "referrer": "https://google.com",
    "utm_source": "google",
    "utm_medium": "cpc",
    "utm_campaign": "spring_promo"
  },
  "conversation": {
    "id": "uuid",
    "transcript": "[Full transcript if enabled]",
    "summary": "User interested in kitchen remodel. Asked about timeline (wants completion by summer) and financing options. Ready to schedule consultation.",
    "message_count": 12,
    "duration_seconds": 180
  }
}

-- Lead capture forms
CREATE TABLE lead_forms (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  business_id UUID REFERENCES businesses(id) ON DELETE CASCADE,
  name VARCHAR(255) NOT NULL,
  is_active BOOLEAN DEFAULT true,
  display_mode VARCHAR(20) DEFAULT 'inline', -- 'inline' | 'modal'
  trigger_type VARCHAR(20) DEFAULT 'ai_initiated', -- 'ai_initiated' | 'user_initiated' | 'always'
  collection_style VARCHAR(20) DEFAULT 'conversational', -- 'conversational' | 'form' | 'hybrid'
  submit_button_text VARCHAR(100) DEFAULT 'Submit',
  success_message TEXT DEFAULT 'Thanks! Someone will be in touch shortly.',
  created_at TIMESTAMPTZ DEFAULT NOW(),
  updated_at TIMESTAMPTZ DEFAULT NOW()
);

-- Form fields
CREATE TABLE lead_form_fields (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  form_id UUID REFERENCES lead_forms(id) ON DELETE CASCADE,
  field_label VARCHAR(255) NOT NULL,
  field_key VARCHAR(100) NOT NULL,
  field_type VARCHAR(50) NOT NULL,
  is_required BOOLEAN DEFAULT false,
  placeholder VARCHAR(255),
  validation_rules JSONB, -- type-specific validation
  options JSONB, -- for dropdown/multi-select
  display_order INTEGER NOT NULL,
  created_at TIMESTAMPTZ DEFAULT NOW()
);

-- Routing configuration
CREATE TABLE lead_routing (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  form_id UUID REFERENCES lead_forms(id) ON DELETE CASCADE,
  
  -- Email settings
  email_enabled BOOLEAN DEFAULT false,
  email_recipients TEXT[], -- array of email addresses
  email_subject VARCHAR(255),
  email_include_transcript BOOLEAN DEFAULT true,
  email_include_summary BOOLEAN DEFAULT true,
  
  -- SMS settings
  sms_enabled BOOLEAN DEFAULT false,
  sms_recipients TEXT[], -- array of phone numbers
  sms_template VARCHAR(320),
  
  -- Webhook settings
  webhook_enabled BOOLEAN DEFAULT false,
  webhook_url TEXT,
  webhook_method VARCHAR(10) DEFAULT 'POST',
  webhook_auth_type VARCHAR(20) DEFAULT 'none', -- 'none' | 'api_key' | 'bearer' | 'basic'
  webhook_auth_config JSONB, -- stores auth details (encrypted)
  webhook_custom_headers JSONB,
  webhook_include_transcript BOOLEAN DEFAULT true,
  webhook_include_summary BOOLEAN DEFAULT true,
  
  -- Redirect settings
  redirect_enabled BOOLEAN DEFAULT false,
  redirect_url TEXT,
  redirect_delay INTEGER DEFAULT 2,
  redirect_message TEXT,
  
  created_at TIMESTAMPTZ DEFAULT NOW(),
  updated_at TIMESTAMPTZ DEFAULT NOW()
);

-- Captured leads
CREATE TABLE leads (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  business_id UUID REFERENCES businesses(id) ON DELETE CASCADE,
  form_id UUID REFERENCES lead_forms(id) ON DELETE SET NULL,
  conversation_id UUID REFERENCES conversations(id) ON DELETE SET NULL,
  
  lead_data JSONB NOT NULL, -- captured form fields
  meta_data JSONB, -- page_url, referrer, utm params
  ai_summary TEXT,
  
  -- Delivery tracking
  email_sent BOOLEAN DEFAULT false,
  email_sent_at TIMESTAMPTZ,
  sms_sent BOOLEAN DEFAULT false,
  sms_sent_at TIMESTAMPTZ,
  webhook_sent BOOLEAN DEFAULT false,
  webhook_sent_at TIMESTAMPTZ,
  webhook_response_code INTEGER,
  
  created_at TIMESTAMPTZ DEFAULT NOW()
);

-- Webhook delivery log
CREATE TABLE webhook_logs (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  lead_id UUID REFERENCES leads(id) ON DELETE CASCADE,
  webhook_url TEXT NOT NULL,
  request_payload JSONB,
  response_code INTEGER,
  response_body TEXT,
  error_message TEXT,
  attempted_at TIMESTAMPTZ DEFAULT NOW()
);

-- Lead forms: business and parent agency can manage
ALTER TABLE lead_forms ENABLE ROW LEVEL SECURITY;

CREATE POLICY lead_forms_policy ON lead_forms
  USING (
    business_id IN (
      SELECT id FROM businesses WHERE id = business_id
      UNION
      SELECT b.id FROM businesses b
      JOIN agencies a ON b.agency_id = a.id
      WHERE a.id = current_user_agency_id()
    )
  );

-- Similar policies for lead_form_fields, lead_routing, leads, webhook_logs