Marketing
Chat on your site, conversations on the record
A widget for your website that captures leads and keeps transcripts where they belong — on the contact, next to every email and deal.
Leads, not tickets
Anyone who leaves an email or phone number becomes a lead on the widget — every answer they gave, exportable as CSV — and one automation turns them into contacts in your CRM, with the conversation linked.
A shared inbox
The team answers from one place, and every reply lands on the record timeline.
Your brand, your widget
Colours and copy match your site, so the widget feels native — not bolted on.
A real person, not a mascot
When a teammate picks up the chat, the widget shows their profile photo and name — the visitor can see who they're actually talking to, and it changes if the conversation is handed to someone else. Turn it off if you'd rather keep one brand identity.
What's included
- Embeddable widget with a lead form and a per-widget Leads table (CSV export)
- Conversations stored on the contact record
- Shared team inbox
- Live agent's profile photo and name shown to the visitor
- “Widget lead” automation trigger — create the contact, notify the team, follow up
- Live preview in the editor that answers with your real bot
- Brandable per workspace
Learn how to set it up
- Widget leads: what counts, where they're kept, and getting them into your CRMWhen a chat becomes a lead, the Leads tab and CSV export, and the Widget lead automation trigger.
- Give your bot a goal: gather details while it chatsList what the bot should find out, drag it into the order it asks, and see where the answers go.
- Choose who answers: AI, humans, or AI when you're offlineThe four answering modes, how the bot steps aside for a live agent, and how to take over or hand a conversation back.
Works with
- CampaignsA/B test subject lines, throttle sends per hour, rotate senders, ramp new domains — and never worry about mailing someone who unsubscribed.
- FormsEmbed a form anywhere. Submissions become contacts and records instantly, trigger flows, and join lists with double opt-in when you want it.
- Segments & listsDefine an audience once — conditions over any field on any object — and use it for campaigns, flows and views alike. Static when you want a snapshot, dynamic when you want it live.