Use case

Qualify leads while they're still on the page

Prospects ask real questions before they buy. Answer them instantly from your own docs, and capture the contact — with the whole conversation attached — the moment intent shows.

The qualification workflow

  1. 1
    The prospect asks, the agent answers
    Pricing, fit, features, comparisons — answered in seconds from your documents, with citations, on the page where the intent lives.
  2. 2
    Intent shows, the form opens
    When the conversation turns to buying — or the prospect clicks the Contact button — the agent opens your lead form: name, email, phone, plus any fields you’ve added.
  3. 3
    The lead lands with its transcript
    Contact details, the full conversation, the page URL, referrer and UTM parameters — one record in your Leads tab, deduplicated against repeat submissions.
  4. 4
    Your team follows up with context
    Sales opens the lead already knowing what was asked and answered. No “just checking in” — the first human touch is already specific.

An example conversation

Illustrative — the shape of a qualification chat

Prospect: Does the Pro plan include WhatsApp?

Agent: Yes — integrations including WhatsApp are part of the paid plans. You'd connect your Twilio WhatsApp number in a few minutes.

Prospect: We get about 2,000 customer messages a month. Would Pro cover that?

Agent: Comfortably — Pro includes 50,000 messages a month. Would you like someone from the team to walk through your setup? I just need a couple of details.

[lead form opens: name, email, phone]

What happens to the lead

No black-box scoring — the conversion model is deliberately simple. Every lead sits in your dashboard with its transcript and context; your team works the list or exports it as CSV into the CRM you already run. And because submissions matching an existing email or phone update the lead instead of duplicating it, the list stays clean as prospects come back with more questions.

Frequently Asked Questions

How does the agent decide when to ask for details?

It reads the conversation. When intent shows — pricing questions, availability, “can someone contact me” — the agent opens the lead form at that natural moment. You can also gate the chat with the form up front, or leave a Contact button in the header for the prospect to choose their moment.

Does it score leads?

No scoring model — and no pretend one. What you get is better than a number: the full transcript of what the prospect asked, attached to their contact details, so a human can judge intent in ten seconds.

What happens after a lead is captured?

It lands in the Leads tab of your dashboard, deduplicated against existing leads by email or phone, with page, referrer and UTM context attached. Export to CSV for your CRM whenever you like.

Can the prospect reach a human mid-conversation?

Yes — asking for a person escalates the thread: your team is notified and answers from the dashboard, live on the widget. Qualified prospects who want to talk now, talk now.

Your best SDR never sleeps.

10 minutes from sign-up to your first answered customer message. Free forever plan, no card required to build.