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Create lead items from ended chat conversations for reps

You get ended chat transcripts with no clear lead flags, so reps waste time sorting and miss follow-ups. It captures and tags chat leads so your reps see qualified opportunities on the board within minutes.

Create lead items from ended chat conversations for reps

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Overview

Unlabeled chat transcripts force reps to spend time triaging instead of selling, and follow-ups slip. This flow captures ended chats, uses AI to flag contactable conversations, and creates labeled board items so reps see qualified opportunities within minutes for faster outreach.

Create lead items from ended chat conversations for reps