AgentIntegration
Leads written to your CRM
Creates and updates leads, contacts and notes in your CRM as the conversation happens, with the details already structured.
How it works
01
A conversation starts with a new or returning contact
02
The agent creates or updates the lead and contact in your CRM
03
Key details are written as structured fields and notes
04
Your team opens the CRM and finds a complete record
Related use cases
QualificationAgentWorkflow
Inbound lead qualification
Qualifies every lead against your own criteria, tags its stage, and alerts sales the moment a serious buyer appears.ImpactSales spends its time only on qualified pipeline
WhatsAppWeb chatQuotesAgentInstant quotes
Asks the questions that set the price, then quotes from your price list on the spot and hands over to sales to close.ImpactQuote in minutes instead of a next-day callback
WhatsAppWeb chatCommerceAgentIntegrationOrdering inside the chat
Takes the order end to end in the conversation: items, options, delivery and an explicit confirmation before it's placed.ImpactOrders from customers who would never open the website
WhatsAppWeb chatCommerceAgentIntegrationProduct discovery
Finds the right product from your live catalog based on what the customer describes, with price and availability.ImpactShorter path from question to purchase
WhatsAppWeb chat