What it connects to.
Your channels in, your leads out. Every lead reaches your CRM or system through a signed webhook, and your team can export them or read them through the API. What is not connected is listed too.
ExampleA lead, as your system receives it
- Route
- London to Singapore
- Name
- Hannah Cole
- Phone
- +44 7700 900123
- Page
- Flights to Asia
Signed, and retried if your system is down
ExampleWhen we send to your system
- A lead is capturedWith a phone number or email, or once every required detail is in
- A person is asked forWith the last part of the conversation
- A callback is requestedWith the phone number and the time they would like
- The lead changesSent again in full, with a summary when analysis is on
Connected today. What moves, when it moves, and who sets it up.
Your channels
Where the Front desk answers.
Website chat
The chat on your own site, from one line of code.
What movesVisitor messages in, answers out. Every chat is saved with its transcript.
WhenWhenever a visitor opens the chat.
Who sets it upWe set it up. Your web person adds the line to your pages, and it can be limited to the sites you list.
Phone
A phone number the agent answers, with your greeting and its own voice.
What movesThe call, its transcript and, if you choose, a recording.
WhenOn every call to the number.
Who sets it upWe set up the number and the calls with you.
Your own app
A chat API, so your developer can build the same agent into your own app or page.
What movesThe same messages and answers as the website chat.
WhenWhenever someone chats in your app.
Who sets it upYour developer, with a key from us.
WhatsApp
Your WhatsApp Business number, through the WhatsApp Cloud API from Meta.
What movesText messages, button replies and list choices in, text replies out.
WhenWhen a customer writes to you first. Replies stay inside the 24 hours WhatsApp allows after their last message.
Who sets it upYou give access to your WhatsApp Business account. We connect it and assign the number.
Leads and conversations, out
Where the Handover sends them.
Webhooks
Sends each lead to an address your CRM or system listens on. Signed, so your system can check it came from us, and retried if your system is down.
What movesName, email, phone, the answers to your questions, the conversation, the page they chatted on and, with analysis on, a summary.
WhenWhen a lead has a phone number or email, or once every required detail is in if you prefer. Also on a request for a person, a callback request, and each change to the lead.
Who sets it upWe point it at your CRM or system, with your developer where needed.
Lead export
Downloads your leads as a spreadsheet file.
What movesWhen it came in, name, email, phone, channel, your questions and answers, and a link to the conversation.
WhenWhenever you choose, for the dates you pick.
Who sets it upAnyone on your team who can see leads, from the console.
Developer API
Lets your own systems read leads and conversations.
What movesLeads, conversations and calls. A key can be read-only.
WhenWhenever your system asks.
Who sets it upYour developer, with a key from your workspace owner.
Your team
How people step in, and stay told.
Take over
Anyone who handles chats can take over a website chat or WhatsApp conversation, reply as themselves and hand it back.
What movesTheir replies go into the same transcript.
WhenAny time a conversation is open, with live handoff on.
Who sets it upYour team, from the console.
Slack alerts
Tells a Slack channel when someone asked for a person in your hours and nobody has replied, and sends a daily summary.
What movesThe chat that needs a person; for the summary, yesterday’s chats, leads and requests for a person.
WhenWhen a request for a person goes unanswered, and each morning.
Who sets it upYou give us a Slack incoming webhook address and we connect it. Any other address that takes webhooks works too.
Google Analytics and Tag Manager
Records chat activity in your own analytics.
What movesChat opened, conversation started, message sent, person asked for, call button pressed, lead captured.
WhenAs it happens, and only with the visitor’s consent if you require it.
Who sets it upWe set it up with your measurement details.
What they know
Where the answers come from.
Your website
Imports the public pages you pick, found through your sitemap.
What movesThe text of each page.
WhenWhen the pages are imported. They are not read again on their own, so changes are imported again.
Who sets it upWe pick the pages with you.
Your documents
Reads PDF, Word, text, Markdown and HTML files, and answers you write in.
What movesThe text in each document.
WhenWhen a document is added or changed.
Who sets it upYou send them; we add them. Only what is published is used.
On request
Built for you on the webhook or a tool, so it depends on your system.
Your CRM
There is no built-in connector for any one CRM. Leads reach yours through a webhook, connected to it directly or through an automation tool.
What movesThe same lead as the webhook above.
WhenAs above.
Who sets it upYour developer or ours. Ask us about yours on the demo.
Look-ups in your system
The agent can call your own system during a chat, for example to check something before it answers.
What movesOnly the details you choose to send, and what your system sends back.
WhenWhen the agent needs it in a conversation.
Who sets it upYour developer gives us the address; we add it to the agent.
Not connected today. Asked about often, so here is what happens instead.
Email alerts for new leads
Leads go to your CRM or system, the console and the export.
Calendar booking
A callback request keeps the time they would like on your callback list. It is not a booking.
Instagram and Facebook Messenger
Website chat, phone and WhatsApp today.
Text messages
The agents do not answer SMS.
Ask about your system on the demo. We will tell you how a lead would reach it.
- How it worksFrom brief to live, and the launch checklist: what you give us, what we set up and what we test.See how it works
- InboundWebsite chat, phone and WhatsApp, answered day and night, and the lead handed to your team.See inbound
- Security and controlAccess by role with an audit log, and every conversation saved with its transcript.See security