Create leads from live chat and tag by intent
Create leads from live chat and tag by intent
Your chat messages arrive without lead records or intent tags, causing missed bookings and slow follow-up. Capture and tag those chats into your lead list for same-day outreach.
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Overview
When website chat leads aren't captured, appointment volume and conversion suffer while staff scramble to follow up. This workflow converts chat messages into tagged leads and updates records so campaign managers and reception can conduct same-day outreach and recover missed bookings.