Turn website visitors into contacts, with an answer first

You decide when the bot asks for contact details. With a pre-chat form right at the start, asking for name, email and phone. That suits you if you want to capture every contact. Or only after a few messages, once the visitor has already had an answer.

The third option is usually the friendliest. The bot asks during the conversation, as soon as someone wants a quote, a call back or more information. Then there's a good reason to ask, and the visitor can see it too.

A lead with a wrong email address isn't a lead. That's why the bot validates input automatically. An address without an @ or a phone number with letters in it won't be accepted, and the bot asks for a correction while the visitor is still there.

The details go into the contact profile and into lead management in My-Chatify. Only ask for what you really need for the next step. For a quote, an email address is often enough. The shorter the question, the more likely people are to answer it.

Every new lead triggers an email notification to the addresses you specify. The lead list shows every contact along with the conversation it came from. So your team sees not just a name, but also what the person wanted to know.

From there you export leads to your CRM or send them automatically to other systems via webhook. If you want to build your own integration, you can also use the REST API.

You decide what the small speech bubble next to the chat icon says and how the bot greets people, separately for each of the six languages if you like. A specific invitation such as “Questions about made-to-measure furniture?” usually works better than a generic “How can I help?”.

From the Professional plan, the same bot also collects contacts from WhatsApp, Instagram and Facebook Messenger. Those leads end up in the same list as the ones from your website.