Engineering: start chat outreach for incomplete lead forms

Sales reps miss prospects when forms omit appointment details, letting competitors respond first. Engineers can start chat outreach for those leads so reps engage and qualify bookings quickly.

Overview

Missing appointment details lets prospects slip away and hands them to competitors. This flow kicks off chat outreach for incomplete leads so sales reps engage quickly, keeping conversations live and eliminating missed follow-ups.

Notable Features

Start chat when appointment missing
Create lead record with context
Notify sales reps with lead details