Widgets

A widget for your website that captures leads and keeps transcripts where they belong — on the contact, next to every email and deal.

What you get

• 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.

Capabilities at a glance

• 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