How does Chatref capture leads for my delivery store?

The Chatref lead-capture feature works inside your embedded widget – the same one that answers questions from your delivery menu and policies. When a potential customer starts a chat, the AI agent can casually ask for their name, phone number, email, and specific delivery requirements. Because the bot is grounded in your own business documents, it knows your service area, delivery fees, and minimum order rules, so the lead capture feels like a natural part of the conversation, not a cold form.

Lead capture is included on every Chatref account – there is no per-feature upsell. Every new signup starts with $50 in free credit, and you pay only for the responses the agent actually uses, with no monthly subscription or feature gating.

Not every visitor is a real delivery prospect. With Chatref’s custom-actions, you can build a qualification step right into the chat flow. The agent can ask:

• “Are you in our delivery zone?”
• “What day and time do you need delivery?”
• “How many people are you ordering for?”

Based on the answers, the bot can decide whether to continue capturing details or politely explain that you don’t cover that area yet. This automated delivery lead qualification means only vetted, high-intent leads land in your inbox, saving your team time and letting you follow up only with people who are ready to order.

Once a lead is qualified and captured, don’t let it sit in a dashboard. Chatref’s custom-actions let you configure automated lead routing – send the captured details to your CRM, your delivery dispatch tool, Slack, or even a shared email address, all via a simple webhook. For example, you can set up an action that POSTs the lead’s name, phone, address, and order size directly to your order management system the moment the chat completes. No manual copy-paste, no delayed follow-up.

Every lead chat can be automatically or manually tagged with Chatref’s conversation-tags. Add tags like “zone1-lead”, “large-order”, or “repeat-visitor” to categorize your leads inside the conversation inbox. Later, filter by tag to see which types of leads are most common, assign follow-ups to specific team members, and keep your sales pipeline organized without leaving Chatref.

Chatref’s insights feature mines your lead chats and sends digest emails that show you what’s working and what’s not. You’ll see patterns like which delivery zones generate the most qualified leads, which questions cause visitors to drop off, and what time of day leads convert best. Use that data to tweak your qualifying questions, update your delivery area, or adjust your menu – and watch your lead-to-order rate climb.

How to qualify delivery leads in chat?

Set up custom-actions to create a qualification flow. The AI agent asks about delivery location, order size, desired time, and budget, and only proceeds to capture contact details if the visitor meets your criteria. Unqualified chats can be tagged for later retargeting.

Can Chatref integrate with my CRM?

Yes. While Chatref does not ship with pre-built CRM connectors, you can use custom-actions to send captured lead data to any endpoint via webhook. This lets you push leads directly into your CRM, email marketing tool, or Slack channel. If your CRM accepts a simple HTTP POST, Chatref can talk to it.

How to route leads to sales?

Automate routing with custom-actions. After a lead is captured, configure an action that fires a webhook to your sales team’s Slack, email, or CRM. The lead’s information – name, contact, order specifics – arrives in real time, so your team can call or message the moment the chat ends.

What lead data does Chatref capture?

Chatref captures whatever information you program the agent to ask for. Common fields include name, phone number, email, delivery address, preferred delivery time, order size, and any custom qualifiers you define. All captured data is stored in the conversation inbox and can be exported or pushed out via custom-actions.