Create inbound lead records from webchat for advisers
Create inbound lead records from webchat for advisers
Your webchat leads arrive unstructured, leaving advisers without context. You get standardized lead records and alerts so advisers can act the same day.
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Overview
When webchat leads arrive unstructured, advisers waste time gathering context and follow-ups are delayed. This flow turns each chat into a standardized lead record and routes it to your inbound handler so advisers can contact prospects the same day.