A good website chat earns trust, but the lead is lost if the conversation never leaves the chat window. This automation captures each chat, summarizes what the visitor wanted, creates a CRM lead, and routes hot prospects to sales so every conversation becomes a tracked opportunity.
What's Included
- Chat capture: every completed chat lands in your workspace with the visitor's contact details and full transcript.
- AI summary: an agent writes a one-line summary of intent so reps know the ask before they open the record.
- CRM sync: qualified chats become contacts in your CRM through one of 100+ integrations.
- Hot-lead routing: high-intent conversations trigger an instant Slack alert to the right rep.
How To Use
- Clone this automation into your workspace.
- Connect your live chat or chatbot tool as the trigger.
- Set qualification and routing rules.
- Enable the toggle so chats flow to your CRM automatically.
See how AI agents handle conversations, or browse more flows in the Community Gallery.