Marketing
Chat on your site, conversations on the record
A lightweight chat widget that captures leads and keeps transcripts where they belong — on the contact, next to every email and deal.
Leads, not tickets
Chats become contacts and conversations in your CRM — with the full context of who they are and what they've done.
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 chat widget with lead capture
- Conversations stored on the contact record
- Shared team inbox
- Live agent's profile photo and name shown to the visitor
- Automation trigger on chat started
- Brandable per workspace
Learn how to set it up
- Give your chatbot an agenda: capture details and qualify leadsHow agendas gather information while the bot answers, how they build one record, and how publishing a version works.
- 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.
- Show the real agent's photo and name in the chat widgetHow the widget picks whose profile photo to show, what visitors see when a bot or the queue has the conversation, and how to turn it off.
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.