Alert sales reps to chat customers with follow-up steps

Sales reps lose chat leads when bot-collected emails sit unverified, letting coupons go unused and prospects slip away. It notifies reps shortly so they can verify and send coupons.

Overview

Missed chat follow-ups let prospects slip to competitors and waste coupon budget. This workflow routes chat-collected customers directly to sales reps with the customer's email and ready follow-up instructions so reps can verify purchase and send coupons quickly. The result is faster first touch and zero missed follow-ups.

Notable Features

Alert sales reps with email
Include follow-up instructions and coupon
Log leads to your CRM