Feature · Lead Capture
Turn conversations into customers.
Catch interested visitors while they are still chatting. Collect their details and offer one-tap ways to reach you.
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Why it matters
The problem this solves.
The challenge
Interested visitors often leave before you ever hear from them.
What goes wrong
Without an easy way to share details, warm leads slip away for good.
The Chatref way
Your agent gently asks for the right details and saves them, so no good lead is lost.
How it works
Simple, start to finish.
A visitor shows interest in the chat. The agent asks for their email or phone and checks it is valid. The details are saved to the conversation, ready for your team to follow up.
What you get
Built to never lose a lead.
With Lead Capture you get: Captured cleanly, Quick contact buttons, Saved to the chat, On brand.
Quick contact buttons
Offer one-tap call, email, and booking.
How does it capture leads?
Your agent asks for an email or phone in the chat, then saves it for you.
Are the details checked?
Yes. Emails and phone numbers are checked so you get usable contacts.
Where do leads go?
They are saved with the conversation in your inbox, ready to follow up.
Can I offer call or booking buttons?
Yes. Add one-tap buttons for call, email, website, or calendar.
Will it annoy visitors?
No. The agent asks at the right moment, in your tone.
Do I need a separate form tool?
No. Lead capture is built in, using simple in-chat forms.
Can I follow up by email later?
Yes. You have the details, so you can reach out any way you like.
Does it work on every channel?
Yes. Wherever your agent chats, it can capture details.
Can I ask for more than email?
Yes. Collect a name, phone, company, or anything you need.
When does it ask for details?
At the right moment in the chat, so it feels natural, not pushy.
Stop losing warm leads.
Capture the right details while interest is high.
Curious about cost? See our plans.