Create lead items from chat submissions for follow-up

Your chat leads arrive unstructured, leaving reps unable to prioritize outreach and prospects going cold. They become organized into shared lead items for consistent triage and same-day follow-up.

Overview

Inbound chat leads are high intent but often arrive scattered and unready for outreach; this flow turns each submission into a clean lead item so growth and account teams can triage. That means faster prioritization and consistent same-day follow-up from a single, visible board.