How can I capture leads from Chatref for my immigration practice?

Start by uploading your immigration practice documents (visa guides, checklists, fee structures) to Chatref. The AI agent becomes an expert on your specific services. Then enable lead capture in the widget settings. Customise the form to collect:

• Full name
• Email address
• Phone number
• Preferred visa type or case category (family, employment, asylum, etc.)

The chatbot will ask for these details at a moment you configure – for instance, after answering a few initial questions or when a visitor signals serious interest. Because responses are always grounded in your own content, potential clients get accurate, jail‑free guidance before they ever reach your inbox.

Use the conversation flow to ask pre‑qualifying questions. You can set up the lead capture step to appear only after the chatbot has gathered basic case information, such as:

• Country of origin
• Urgency/timeline
• Whether they have a sponsor or employer

These answers are stored right inside the shared inbox alongside the full chat transcript. Your team can then review the conversation and quickly identify high‑value leads without sifting through generic queries.

Every captured lead appears in Chatref’s shared inbox with the complete chat history. No more missing context or disconnected email threads. From the inbox you can:

• Tag leads by visa type, lead source, or readiness
• Assign follow‑ups to the right team member
• Reply directly to a chat when a human touch is needed (the thread stays intact)

The shared inbox ensures your law firm never loses a warm immigration lead again.

Chatref’s insights feature automatically surfaces the most common questions your immigration clients ask – for example, “How long does an H‑1B transfer take?” or “Can I adjust status from a tourist visa?”. Use these patterns to refine your website copy, create helpful content, and train your AI agent to answer more effectively. Over time, you’ll see which conversations turn into consultations and can double down on the topics that attract the best leads.

How to qualify leads from Chatref?
You qualify leads by configuring your chatbot to ask prioritisation questions (visa type, timeline, current status) before capturing contact details. The shared inbox displays these answers alongside the full chat, so your team can rank leads by readiness and value without extra tools.

Can Chatref integrate with my CRM?
Chatref does not offer a native CRM integration at this time, but you can export lead details from the shared inbox and import them into your practice management or CRM system. The captured name, email, phone, and case notes are all easily transferable for manual entry or bulk import.

What info does Chatref capture from leads?
By default, Chatref captures the lead’s name, email address, and phone number. You can also add custom fields to collect case‑specific details like visa type, nationality, urgency, or any other qualifying information you define. All data is stored together with the chat transcript for full legal context.