New: chat buttons, personal links and quote requests are live
Chats
Every conversation on your website, the visitors behind them, and your follow-up.
- Read your chatsChats: find a visitor’s conversation, read the transcript and the visitor’s details, switch to leads, meetings booked or people who want a person, and copy a follow-up list.
- Follow up with leadsChats → Leads: see the visitors who left their email but didn’t book, read what they asked, email them, and copy a follow-up list for your CRM or email tool.
- Help visitors who want a personChats → Wants a person: find the visitors who asked to talk to someone on your team, see why they asked, and reply. Post each request to Slack through Zapier.
- Review chats that need a lookChats → Needs review: the chats where Darwin found a problem or a question your agent couldn’t answer, what went wrong, and how to fix it with Knowledge.