Sends every website chat conversation straight into your CRM as a lead, with a full transcript emailed to you.
It branches. Exactly one path is taken.
Pattern: Exclusive Choice (4) · Simple Merge (5)
Visitors talk to your website's AI assistant, but if nobody manually copies that conversation into your CRM, it just disappears. You lose the context, the contact details, and the chance to follow up quickly.
Sales and marketing teams using an AI chat assistant on their website who need those conversations captured, not lost.
Every website chat conversation becomes a lead in your CRM automatically, with the full transcript captured and emailed to you.
The hard question is not how to build it. It is whether this is the right thing to build first.
That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.
Let's Talk Strategy