Leads & Contacts

How leads are captured and used.

How leads are captured

Two paths bring a visitor's contact details into Leads: a pre-chat form, and mid-conversation capture.

Using your captured leads

Once leads start coming in, here's how to actually act on them.

Requests: flagged actions and coupon opportunities

Every action your agent takes lands here — with a Needs attention queue for anything worth a human look, including coupon opportunities you can act on directly.