Lead generation
EzyConn takes a name and an email before the chat, answers what visitors ask from your own pricing, product and docs pages, and hands the ones who want a person to your sales team with the whole conversation.
A worked example. A visitor on a software company's pricing page gives a name and an email before the chat starts. They ask whether the product works for a team of 40; EzyConn answers from the pricing page and shows it as the source. They ask for a walkthrough, accept a person, see the message that they are being connected, and a salesperson called Marco picks it up. The lead is counted in the reports.
Worked exampleFieldnote, Dana and Marco are invented. The hold message is EzyConn’s own.
Who is asking
Switch on the short form in the portal and choose what it asks. A visitor fills it in, presses Start Chat, and every question after that has a name on it.
The answers stay on the conversation, so whoever picks it up knows who they are talking to.
Worked exampleFieldnote and Dana are invented. The default field names and the Start Chat button are the widget’s own.
The buying questions
Visitors leave when the answer is three clicks away. The agent finds it on your pricing, product and docs pages, and offers a person for anything your pages do not settle.
Answered straight away
“Does it work for a team of 40 engineers?”
From your pricing page, with the page shown as its source.
“Do you integrate with Xero?”
From your integrations page, or a written answer you added once.
“Is there a free trial?”
From an exact answer you wrote, used first every time.
Handed to your sales team
“Can someone walk us through it this week?”
Asking for a person is enough. It offers your team and they say yes.
“Can you do a discount for 3 years upfront?”
Not in your content, so it says so and offers your team instead of inventing a deal.
The visitor is assigned to someone on your team, who is notified, and the agent stays quiet while they talk.
Start from a lead template in the portal
After the chat
Counted, sent on to the tools you already use, and kept with everything that was said.
FAQ
Including qualifying, reports and templates.
A short form before the chat starts asks for a name and an email, and can also ask for a phone number, a department and consent to keep their details. The agent then answers the visitor’s questions from your own pages, and hands them to your team when they want a person.
It answers the buying questions your pages cover and records the department the visitor chose, and your team reads the whole conversation to decide what comes next.
In the reports, which count every chat where a visitor gave an email as a lead created, alongside what the AI handled and what it handed over.
Yes. The portal has starting points for capturing leads: Service lead qualifier, Real estate, B2B sales, Quote request, Demo request.
The agent, the pre-chat form and the shared inbox are on every plan, the free one included, within its monthly allowance. Zapier and webhooks are on every plan.
Start free
Add your pricing, product and docs pages, switch on the form, and your sales team hears from the visitors who asked.
Free plan, no card.