How can I capture WooCommerce leads from chat even when my team is offline?

When your store is closed or your team is away, the Chatref website widget steps in. It lives on every product page and checkout screen, engaging visitors with a grounded AI agent that answers product questions and collects lead information. Because the widget runs on your site without any human intervention, after‑hours leads are captured instantly - no lag, no missed chances.

The lead‑capture system works in two ways:

• Proactive prompts - the AI agent can invite a visitor to leave their name and email if they ask a question that signals purchase intent.
• Fallback forms - if the visitor needs human follow‑up, the agent offers a simple contact form right in the chat window.

All captured details (name, email, phone, question) are saved to your Chatref conversation inbox. You can review every lead when you come back online - nothing gets lost.

Chatref’s custom actions let you qualify leads automatically inside the chat, turning raw inquiries into warm opportunities. You design a short sequence: ask about budget, timeline, or specific needs. The AI agent follows your rules and tags or scores the lead based on the answers.

For WooCommerce stores, a typical qualification flow might look like:

1. Visitor asks about a product.
2. The AI answers from your docs, then asks: “Are you looking to buy for yourself or your business?”
3. Based on the reply, it may ask: “How soon do you need it?” or “Do you have a preferred budget range?”
4. The agent captures the response and labels the conversation as Hot Lead, Cold Lead, or whatever tags you define.

This automatic qualification means your sales team can prioritize the hottest leads as soon as they log in, instead of sifting through unqualified chats.

An offline lead is only valuable if you act on it quickly. Chatref’s custom actions can push lead data directly to your email, Slack, or Google Sheets the moment it’s captured. That way, you can set up an instant notification for new leads and even auto‑send a personalized follow‑up email from your own tool.

For a WooCommerce store, this could look like:

• A visitor asks about shipping times at 11 PM.
• The AI answers and offers to send a quote, asking for email.
• With a custom action, the lead’s details are emailed to your sales team and added to a Google Sheet.
• An automated email from your CRM goes out the next morning, referencing the exact product they were interested in.

Because everything is grounded in your own content, the AI never promises something you can’t deliver. It builds trust, not false hope.

Custom actions also let you send captured leads directly to your CRM. You can configure a webhook that fires whenever a lead qualifies, pushing name, email, phone, chat transcript, and tags into your CRM of choice (e.g., HubSpot, Pipedrive, or a WooCommerce-compatible CRM like Metorik or Jetpack CRM).

This integration means you don’t need to manually copy‑paste leads - they flow straight into your existing sales pipeline, complete with the context of what the visitor asked about. It’s a true WooCommerce lead capture automation that works while you sleep.

---

Will leads get lost if no one’s online?

No. Chatref’s AI agent captures lead information 24/7 and stores it in your conversation inbox. You can also set up custom actions to forward the lead to your email, Slack, or CRM the moment it’s submitted - so a lead is never missed, even at 3 AM.

Can the AI qualify leads before handoff?

Yes. With custom actions, you define qualifying questions (budget, timeline, use case) that the AI asks automatically during the chat. The agent tags or scores the lead based on the answers, so your team only follows up with sales‑ready prospects.

How do I follow up with chat leads?

All captured leads appear in your Chatref conversation inbox with a full transcript. You can reply directly from there, or configure custom actions to push leads to your email marketing tool or CRM for automated follow‑up sequences. Many stores combine both: the inbox for personal touches, automation for speed.

Can I connect leads to my CRM?

Absolutely. Through Chatref’s custom actions, you can send lead data to any CRM that accepts a webhook. Usually you just paste the webhook URL from your CRM into Chatref’s custom‑action settings and map the fields - name, email, phone, and whatever else you capture. Leads then arrive in your CRM in real time, alongside the original chat context.