Qualify
Your team’s time is best spent on customers who are ready. The assistant asks what they need, when and for how much, and keeps your pipeline up to date as the conversation goes.
Each conversation gets a temperature and a stage, without anyone typing them in.
Set from what the customer says, and updated as they say more.
Leads move from New to Interested to Booked by themselves.
Names, budgets, preferred times and other fields you define are saved from the chat.
Complaints, big orders and anything sensitive go to your team with the whole conversation and a one-line summary. You decide in the assistant’s instructions which topics always go to a person.
A notification when a customer is ready to buy or asks for a person.
The assistant pauses for that customer until you hand the chat back, and resumes by itself after 7 days if nobody does.
Leads and stages can sync to the tools your team already uses.
New leads and updates arrive there by themselves. Salesforce and Pipedrive are coming soon.