Implementation
How do I capture leads from customer chats?
Capturing leads from customer chats with Chatref is built-in. Enable lead capture in your agent’s settings, then customize the chat prompt to invite visitors to share their contact details. For even deeper automation, use custom actions to send those leads straight to your email platform, CRM, or a Google Sheet. Every chat becomes a list-building touchpoint, not a missed sale.
Activate Lead Capture for Your Music Store Agent
Enabling chat lead capture takes one click. Head to your Chatref agent’s settings, locate the Lead Capture section, and toggle it on. From that moment, whenever a visitor exchanges a few messages with the widget, the agent will automatically offer to capture their name and email - right in the chat thread. The conversation stays grounded in your product docs, so the lead request feels natural and context-aware.
Customize the Lead Capture Prompt
The tone and timing of your lead capture prompt make all the difference in an ecommerce music store. Edit the default prompt text to match your brand and offer value. For example:
- “Loving that guitar? Leave your email and we’ll send a personal demo video.”
- “Want to know when our rare pedal restocks? Drop your email and we’ll ping you.”
Make sure the prompt explains why a visitor should share their information - a discount code or early-access promise - without sounding generic. This prompt lives inside the widget, not your site, so changes are instant across your storefront.
Connect Captured Leads to Your Tools with Custom Actions
Custom actions let you go beyond saving contacts inside Chatref. Configure a custom action so that when a lead is captured, the details are posted to your marketing or sales tool via a webhook. Within minutes you can pipe new leads directly into Mailchimp, HubSpot, a Shopify customer list, or even a Slack notification. No coding - just define the endpoint URL and map the lead fields (name, email, any custom question your prompt collected). This turns chat lead capture from a static form into an automated sales pipeline.
View and Follow Up on Leads
Even without custom actions, every captured lead is stored in your Chatref conversation inbox. Filter conversations by lead status to see contacts gathered today, this week, or from a specific agent. Use manual conversation tags like “interested-bassist” or “amp-question” to segment prospects by the products they discussed. Then export the list or copy it into your CRM. Because Chatref is pay-as-you-go, you’re never paying for idle conversations - only for the chats that actually generated leads.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.