Wants a celebration cake for 40 people.
- Date
- June 14
- Guests
- 40
- Status
- New
When a visitor wants to buy or book, your agent asks for their details and adds them to your leads. You get an email and everything you need to follow up.
On by default for every agent. Looking for an overview? See the AI lead generation chatbot.
Could you do a cake for 40 people on June 14?
We can. Large celebration cakes start at 40 servings. Can I take your name and email so the team can send you a quote?
Maya Ortiz, maya@example.com
Thanks, Maya. The team will email you a quote today.
Wants a celebration cake for 40 people.
It’s on from the start. Your agent does it in the conversation, while the customer is still interested.
A visitor asks for a quote, a booking or a price. Your agent recognises someone who wants to buy.
In the chat, or with one of your forms: name, email or phone, and any questions of your own.
With a one-line summary of what they want, the key details, and how ready to buy they seem.
Choose what it asks for: name, email, phone, your own questions such as “When would you like it?”, and whether they’d like your offers. Then choose what it says once it has them.
Asking for a quote, a booking or prices. The default.
So someone from your team can follow up with the answer.
It never asks, and saves the details a visitor shares on their own.
Every lead your agents find lands in Leads, ready for your team.
Sent to the people you choose, with the summary and contact details so you can reply straight away.
Helpawy reads the conversation and judges how ready to buy each lead seems. You can change it.
Mark leads New, Contacted, Won or Lost, assign them to a teammate, and keep notes as you go.
When a customer comes back with the same email or phone, the new conversation joins their lead.
See conversations where someone wanted to buy but left without sharing their details.
Post new and updated leads to Zapier, Make or your CRM with a webhook, on plans that include it.
We use your customers’ details only to show them to you. We never use them for our own purposes, and never sell them. Read the Privacy Policy.
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