An easy first conversation
Embed the chat widget on your website and tailor its appearance and welcome text to your brand. Visitors can send a question without leaving the page.
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Module Detail
Add-onWebsite Chat Widget
Add a chat widget to your website to capture visitors’ questions and contact details. Visitors who share a valid email address become CRM contact and lead records, and the relevant team receives an in-app notification. Optional AI replies use your company instructions and frequently asked questions.
Key capabilities
From visitor to CRM record
When a visitor leaves a valid email address, contact and lead records are created or matched to existing records. Anonymous chat alone does not create a new CRM record.
Notify the right team
Send in-app notifications about new contacts to selected users or groups. Your team can take the visitor’s question into its CRM follow-up process.
AI replies for your company
When an administrator enables automatic replies, the assistant uses organization instructions and FAQs. If it cannot produce an answer, it asks the visitor to leave contact details.
Allowance and control
Automatic AI replies require an active Website Chat Widget add-on and usage allowance. Administrators control the settings; this is not an unlimited live-operator service.
Separate from in-app help
Your Digital Assistant guides application users. The Website Chat Widget starts conversations with external visitors. Product help and customer acquisition serve different needs.
Want to see this module live?
We'll walk through the module with your own data in a free 30-minute demo. Typical onboarding takes 1-2 weeks.
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