Turn a conversation into a qualified lead, without a form
Every chat already creates a contact. When a customer shows buying intent, the agent asks for the details you need (email, phone, company, what they're after) and saves them onto that contact as a lead.
Sign-ups open at launch.
At a glance
- Type
- System action
- Plan
- Free on every plan
- Needs
- Nothing to connect
- Works on
- Every channel
What happens in the conversation
Asks at the right moment
Instructions you edit decide when to ask and what to collect, so it doesn't question someone who only wants your opening hours.
Knows who it's talking to
The contact exists before the agent replies, so details are added to the right person instead of guessed.
Leads your team can work
Captured leads appear on the Leads page with the conversation they came from, ready for follow-up.
Always included
It's in every workspace, can't be deleted and never counts toward your plan's action allowance.
Switch it on
- Step 1
It's already on in every workspace. Open Actions to find it.
- Step 2
Edit its instructions to say which details matter to your business and when to ask for them.
- Step 3
Test it in the playground, then watch new leads arrive on the Leads page.
Good to know
You can switch it off, but not delete it.
Details are saved onto the customer's existing contact, so one person never becomes several records.
Questions
No. It's a system action, free on every plan and not counted toward your action allowance.
Onto the customer's contact, flagged as a lead, and onto the Leads page with a link to the conversation.
More actions
Escalate to a human
Flags the chat for your team and stops replying, so a person picks it up with the history intact.
Book a meeting with Calendly
Offers real times from your Calendly event and books the one the customer picks, right in the chat.
Open a case
Logs work that can't be finished in the chat, like a refund or warranty claim, as a numbered case.
Alert your team in Slack
Posts the conversation into a Slack channel when something needs eyes on it right away.
Send a button
Adds a tappable link to the reply (checkout, help centre, tracking page), drawn natively by each channel.
Call your own API
Sends the details it collected to any endpoint you configure, then uses the response in its reply.
Look up a Shopify product
Checks price, sizes and stock in your Shopify catalogue and shows the product as a card. No app to install.
Send a Shopify checkout link
Puts what the customer chose into a cart and sends a link to your own Shopify checkout.
File an Intercom ticket
Hands the conversation to your team as an Intercom ticket, with the full context already attached.
Create a Linear issue
Turns a reported bug or feature request into a Linear issue on the right team, in the customer's own words.