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Instant lead emails and contact details captured from chat

New leads now reach your inbox as soon as they arrive, and contact details a visitor writes in a message are saved as a lead, even without the form.

  • NewGet an email for every new lead, sent to you and up to five more addresses.
  • NewEach alert includes the visitor's details and what they wrote, and a reply goes straight to the lead.
  • NewSend a test email to check the recipients before you save.
  • NewEmail addresses and phone numbers that visitors type into the chat are saved as leads, and the agent confirms it.
  • ImprovedLeads captured from the chat are marked, so you can tell them apart from form submissions.
  • ImprovedA returning visitor who submits the same details again doesn't trigger a second alert.

Until now you had to open the Leads tab to find new contacts. Now intoCHAT emails them to you. Turn on Email when a new lead arrives in the Leads tab, choose whether the alert goes to you, and add up to five more addresses, such as a shared sales inbox. Each email contains the contact details and what the visitor wrote, and your reply goes straight to them.

Visitors don't always wait for a form. Some simply write “please call me on …” or leave an email address in a message. With Save contact details written in the chat turned on, intoCHAT adds those details to your leads and the agent confirms it has them. This works with or without the lead form.

Use Send test email to check that alerts arrive before you save. A visitor who comes back and submits again updates their existing lead without sending you another alert.

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