Create contact and log chat transcript to CRM

Your chat transcripts and visitor details aren't linked to contact records, so follow-ups lack context and leads go cold. You get contact records with transcripts attached for same-day follow-up.

Overview

Chats that end without linked contacts create blind follow-ups and lost opportunities for your business. This flow captures visitor emails as contacts and appends the full transcript so agents or owners can follow up with context within minutes.