New: chat buttons, personal links and quote requests are live
Outcomes
Forms your agent opens in the chat, the requests they bring and their fit rules.
- Outcomes: forms your agent opens in the chatWhat an outcome is in Darwin: a short form, like Request a quote or Request a callback, that your agent opens in the chat. Book a meeting is the built-in one. Answers come to you. A request that fits uses 1 credit, like a booked meeting, and one that doesn't is free.
- Build an outcomeConversion Studio → Outcomes: start from a template, name the form and say when the agent offers it, write the questions, add fit rules, choose what happens after the form and where the answers go, then save it live.
- Outcomes in the chatHow visitors open your outcome forms: the agent offers them, the form's button at the top of the chat replaces Book a meeting, a website chat button opens a form, and Book a meeting can ask qualifying questions before the calendar.
- Requests and follow-upFind what visitors sent through your outcome forms in Meetings → Requests and Conversations, get each request by email, and send requests to your CRM with Zapier, the outcome.submitted webhook or the API.
- How requests use creditsWhat a request costs in credits: 1 when it passes your fit rules, like a booked meeting, and nothing when it doesn't. One credit per conversation at most, repeats and preview chats are free, the three-day hold, Not a real request, and the credit states in Conversations.