Use cases

Every quote request, with the details.

When a visitor wants a quote, Helpawy asks for their contact details and the questions you need answered, then sends you a lead with a summary of the job.

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.

Maya Ortizmaya@example.comHot

Wants a celebration cake for 40 people.

Date
June 14
Guests
40
Status
New

From “how much?” to a lead

  1. It answers what it can

    Your published prices and terms, from your own website and price lists.

  2. It asks your questions

    Name, email or phone, then your own: the size of the job, the date, the address.

  3. You get the lead

    A one-line summary, the key details and how ready they seem, in Leads and by email.

In the chat, or with a form.

  • In the chat

    Your agent asks naturally, one question at a time.

  • With a form

    Your agent shows one of your forms when a visitor asks for a quote.

  • Missed leads

    If someone wanted a quote but left without their details, you see that too.

Send them to your tools.

On plans that include it, post each new lead to Zapier, Make or your CRM with a webhook.

Never miss a quote request.

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