Page and referral context
See the page, referrer and visit activity available for the conversation.
Visitors & Leads
Turn the right conversation into a follow-up
Give your team context about a visit, capture contact details when appropriate and keep qualified enquiries attached to the conversation that started them.
Visitors & Leads
Get startedUse context to help, then follow up
Keep the information that helps your team reply and leave anonymous visitors anonymous until they identify themselves.
Contact capture
Use a pre-chat or in-chat form for a name, email or phone when the follow-up needs it.
Qualification
Set a lead status and record the topic, source or tags that explain the visitor's intent.
Conversation-to-lead
Create a lead from a chat so the team can review the exact request before reaching out.
Ownership and notes
Assign a follow-up and record useful context for the next teammate.
Search, filter and export
Filter by status, source or ownership. Export records available to your role when needed.
Follow the enquiry from visit to lead
The visitor view and lead view connect the page, the conversation and the follow-up. Use them to understand context before asking for more information.
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Respect anonymous sessions
A visit ID or page view identifies a session. A person provides their own contact details.
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Collect a useful minimum
Ask only for the details needed to answer or follow up on the request.
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Review before outreach
Check the conversation, status and any applicable consent before contacting a lead.
Capture without interrupting support
Start with the question and ask for contact details when the visitor wants a follow-up.
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Understand intent
Use the question and page context to see whether it is support, pricing or a service enquiry.
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Capture consent and details
Show the relevant notice and request the information the team needs to respond.
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Assign follow-up
Create a lead, tag the enquiry and notify the appropriate person when a workflow is configured.
Frequently asked questions
Find the next detail you need before setting up or choosing a plan.
Can I see who an anonymous visitor is?
An anonymous visitor stays anonymous unless they choose to share identifying details.
Can I capture leads directly from chat?
Yes. Use a lead form or convert a relevant conversation into a lead.
Can I export leads?
Lead search, filtering and export are available according to workspace permissions.
Explore next
Keep qualified enquiries connected
Give your team the original conversation and a clear next step.