Lead capture

Turn every conversation into a lead

Require contact details before chat starts, or collect them naturally during the conversation. Your team always has the info they need to follow up.

Capture contact details your way

Choose how to collect visitor information. Enable a pre-chat form to turn every conversation into a lead — visitors provide their name, email, or phone before the chat begins. Or let the AI collect details naturally during the conversation when human follow-up is needed. Either way, your team always has the contact info they need.

Pre-chat forms for lead capture

Require name, email, or phone before chat starts. Every conversation becomes a lead your team can follow up on.

In-conversation capture

The AI collects contact details contextually during escalation — less friction for visitors who just need a quick answer.

Returning visitors skip the form

Visitors who already provided their details go straight to chat. No repeated forms, no friction.

Contact records and history

Every captured contact becomes a persistent profile linked to their conversation history. Teams can review what a returning visitor discussed previously, avoiding repeated questions and providing more personalized support. Custom fields and external IDs let you map contacts to records in your own systems.

Contact profile creation and updates

New contacts are created automatically when details are captured, and existing profiles are updated with each subsequent interaction.

Conversation history per contact

View every past conversation a contact has had, including outcomes, sentiment, and escalation records, from a single profile view.

External ID and custom field support

Store your own customer identifiers and business-specific metadata on contact records for seamless cross-system alignment.

Smart escalation continuity

When the AI determines a conversation needs human attention, it routes to an available operator or falls back to a leave-a-message form. The escalation includes the reason, a conversation summary, and any contact details collected during the exchange. This eliminates the back-and-forth that typically follows a blind transfer.

Escalation reason tracked

Every escalation records why the AI escalated, giving agents immediate context about the customer's need before they respond.

Summary included for faster triage

A generated conversation summary accompanies the escalation so agents can prioritize and respond without reading the full transcript.

Contact details passed with the request

Name, email, and any custom fields collected during the conversation travel with the escalation request automatically.

From conversation to follow-up

Keep capture practical: collect only what is needed, attach it to contact history, and pass clean context into escalation.

Capture before or during chat

Use pre-chat forms for guaranteed capture, or let the AI ask when follow-up is needed.

Keep it minimal

Focus on essential contact fields to reduce drop-off and friction.

Carry context forward

Ensure escalation and contact records include enough context to act quickly.

Pricing

Free live chat for your whole team.

Unlimited conversations. 10 seats. No credit card needed. Upgrade when you're ready — paid plans from $49/mo. Learn more about the free plan →

Free

For teams who want live chat on their site. Your first shared inbox.

$0

Key features included:

Unlimited live chat

Answer your customers directly, no conversation limits.

  • 10 seats included
  • 10 AI monthly active contacts
  • Web chat and WhatsApp channels
  • Shared team inbox
  • Smart escalation
  • Contacts, companies, notes, tags, and identities

Starter

For small teams launching AI support across web chat and WhatsApp with a shared inbox and grounded answers.

$49 per month

All the Free features, plus:

AI-Assisted support

AI answers from your knowledge base, grounded in your docs.

  • 200 active contacts / month
  • Unlimited AI conversations
  • 250 pages and documents
  • Website crawl and knowledge sync
  • Basic live dashboard

Growth

Most popular

For teams running support across web chat and WhatsApp with analytics, AI insight, and knowledge operations.

$149 per month

All the Starter features, plus:

Advanced analytics

Sentiment, resolution tracking, and knowledge gap insights.

  • 750 active contacts / month
  • 10 seats, 3 workspaces
  • 1,000 pages and documents
  • Sentiment, resolution, and CSAT reporting
  • Knowledge gaps and custom answers
  • Confluence integration

Business

For larger teams that need higher volume, broader workspace coverage, and deeper support operations tooling.

$349 per month

All the Growth features, plus:

Priority operations

High-volume support with dedicated onboarding and priority support.

  • 2,000 active contacts / month
  • 25 seats, 10 workspaces
  • Unlimited pages and documents
  • Priority support
  • Volume pricing

FAQ

Lead capture FAQs

What contact data can I collect?

Name, email, and phone. You can require any combination via the pre-chat form, or let the AI collect details during conversations. Learn more

Where can my team see captured contacts?

Contacts are available in the Contacts section with linked conversation history and summary metrics. Learn more

How does this connect to escalation?

Escalation requests can include contact details and a conversation summary so agents can continue without repeated questions. Learn more

Your customers are waiting. Start for free.

Unlimited conversations. 10 seats. Live chat, shared inbox, contacts, knowledge base, and AI — all included. Free forever, no credit card.