Get live-chat bookings onto your outbound calling list

Sales reps handling live-chat bookings miss leads when chat details don't reach calling lists, letting competitors respond first. This adds chats to your calling list and flags priority follow-up so reps can prioritize outreach.

Overview

Live-chat bookings turn cold if they don't hit your calling list. This workflow captures chat booking details, creates or updates contact records, and flags leads for priority calling—ensuring faster first touch and far fewer missed follow-ups.

Notable Features

Add live-chat bookings to call list
Flag high-intent chats for outreach
Notify sales reps of new leads