Business owners capture chatbot leads as sales tasks
Business owners capture chatbot leads as sales tasks
Business owners lose chatbot prospects when conversations end without handoff, causing leads to go cold. Turn each ended chat into a sales task so reps get prospect details and prioritize follow-up.
Overview
Chatbot conversations that don't get handed off are missed opportunities and a revenue risk for business owners. This workflow converts every finished chat into a prioritized sales task so reps receive prospect details and can follow up without manual hunting. The result is faster response times and far fewer missed follow-ups as handoffs are enforced automatically.
Notable Features
- Create lead tasks from chats
- Notify assigned reps immediately
- Attach chat transcript to task