Engage Leads & helpdesk
Every conversation, turned into something done.
Interested customers become leads with an owner. Problems become tickets with a priority. Requests become appointments and callbacks — and your store answers in the chat.
- Leads by stage and owner
- Customer tickets
- Appointments and callbacks
- Shopify and WooCommerce
Leads
Never lose an interested customer in the scroll.
Found for you
The assistant and journeys record interested customers as leads by themselves.
Stages
New, interested, won or lost — and why it was lost, for next time.
An owner
Each lead belongs to someone, who is told when it is given to them.
Follow-up dates
A reminder when it is time to get back in touch.
Notes and history
Everything said and done about the lead, in order.
Export
Take your leads anywhere you need them.
Helpdesk
Problems get a ticket, an owner and an ending.
A damaged delivery or a billing question becomes a ticket that someone owns. Your team discusses it in notes the customer never sees, and when it is solved the customer is told on the channel they used.
- Opened from any conversation
- Status, priority and owner
- Internal notes for your team
- Customer told when it is resolved
Appointments and callbacks
A diary that customers can book into.
Appointments, meetings, callbacks and follow-ups in one diary, with your opening hours and rules. Customers are reminded, can move a booking themselves, and a callback nobody made is raised with your team.
- Booked by your team, the assistant or your systems
- Reminders before the time
- Move or cancel in the chat
- Missed callbacks escalated
Your store
Customers shop without leaving the chat.
Connect your Shopify or WooCommerce store, and the assistant can find products, say what is in stock and share them in the conversation.
Customer details kept once, on the contact, and reused by every service.
Every lead and ticket links back to its conversation.
Changes recorded with who made them and when.
Callbacks become calls automatically with Voice.
On the move
Leads and tickets in your pocket.
Your team follows leads, works tickets and sees the diary in the Connect Android app, with a notification when something is given to them.
The same leads, tickets and appointments on the web and on Android, kept up to date as they change.
How does a conversation become a lead?
The assistant or a journey records an interested customer as a lead by itself, or anyone on your team makes one from the chat in two taps.
Can we track support requests too?
Yes. Customer tickets have a status, a priority and an owner, internal notes, and a resolution the customer is told about on the channel they wrote on.
Can customers book appointments themselves?
Yes — through the assistant or a journey, within the opening hours and rules you set. They are reminded before the time, and can move or cancel.
Which online stores can we connect?
Shopify and WooCommerce. Customers can then find products and check what is in stock without leaving the chat.
Can we export our leads?
Yes. Download your leads whenever you need them elsewhere.
Turn your chats into customers.
Existing customers can log in now. New to Connect? We set your account up with you, service by service, and you start where it helps most.