Overview:
Enable a chat widget on your site to collect visitor details and instantly create leads.
Steps:
Go to Leads & Deals → Chat Widget.
Click Enable Widget and customize the greeting and lead‑capture fields.
Copy the widget script and paste it into your website’s header.
Publish your site changes and open the chat to test.
Watch new chats create lead records under Leads.
Tips & Best Practices:
Pre‑ask for Name and Email before starting the chat to ensure contact info is captured.
Set up auto‑messages during off‑hours to collect lead info even when agents are offline.
Troubleshooting / FAQs:
Widget doesn’t load: Make sure no ad‑blockers are blocking your domain and that the script is correct.
Chats not turning into leads: Verify that “Create Lead” is toggled on in the widget’s settings.