Lead Capture & Customer Communication

When your AI assistant is successful in capturing a name and contact info, a few things will happen automatically:

A new contact is added to the CRM, with the captured info: First name, last name, phone number, and email address. If a user updates their contact info in the AI-assisted web chat (like for example, if they make a mistake), the latest contact info will be updated on the contact automatically.
A "New lead" email notification is sent to users of the account, that have the notification enabled (this notification is enabled by default for Business App users)

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What channels are integrated into one dashboard?
Conversation AI can pull in conversations from various channels, such as Facebook Messenger, Instagram Direct Messages, Email, SMS Messages, and now voice calls.
How does the AI-assisted web chat lead capture work?
When you're hard at work, it can be difficult to reply to leads instantly when they reach out, leaving your business vulnerable to losing leads to competitors that respond faster.

Conversations AI's AI-assisted web chat will reply for you, with simple conversational behaviour designed to get a name and mobile phone number, capturing the lead for your team to follow up with later.

Conversations AI’s AI-assisted web chat widget can be installed on a website, to engage with and capture lead contact info from visitors to the site. Soon, the AI-powered web chat will be intelligent enough to answer basic questions about the business in question, such as their location, operating hours, and offerings based on their business profile.
How much does Conversations AI know about the business? Can it answer questions?
The AI-Assisted Chatbot and Voicebot thank users for their questions, record them for you to follow up, and attempts to get a name and phone number, so the business can reply and get new customers.

The contact will be added to the CRM in Business App, and the conversation will show in your Conversations (consolidated inbox), ready for your team to follow up.

The AI-powered bots are intelligent enough to answer questions about your business, such as their location, operating hours and offerings based on your business profile. You are also able to upload more information to expand your knowledge.

Add FAQs, pricing details, more context on the products and services a business does and does not offer, and even instructions on how to book appointments so that the web chat widget or voice receptionist can converse with visitors to the website and answer more of their questions automatically – saving you time, while capturing leads.
Is there an extra charge for SMS Messaging?
No extra charge - Businesses get nearly unlimited one-by-one SMS messaging. Currently, this feature is only available in Canada and the US.
Why should you use SMS Messaging with your customers?
SMS Messaging is the preferred method of communication between businesses and their customers.
How does Conversations AI respond to customer inquiries?
Conversations AI uses advanced chat and voice AI to answer customer questions instantly, drawing from custom knowledge about your business, such as hours, services, and FAQs, so responses are fast, accurate, and personalized.
Can Conversations AI understand different languages or regional accents?
Yes! Conversations AI supports multilingual Conversations and is trained to understand a variety of accents, helping you connect with a broader audience effectively.
Which Conversations AI edition is right for my business?
Choose Standard if WhatsApp and web chat are your main channels.
Go with Pro if you need SMS support.
Upgrade to Premium if you handle voice calls and want full AI receptionist functionality across chat, SMS, and phone.
What if I only need the AI-Assisted Web Chat Widget?
You're in luck! Our AI-assisted Web Chat Widget is available in our Standard Plan. Plus, you still get access to the Team-Shared Dashboard to connect with customers from your other channels.
What countries can use SMS messaging in Conversations AI?
Currently, businesses located in the United States and Canada can use SMS messaging. Businesses located in other countries can use web chat, email, Facebook chat or Instagram chat all in one centralized dashboard.
If we install the Conversations AI chat on a our website, will it be only the AI agent answering customers, or will real agents talk to customers?
The web chat is 100% AI-managed lead capture. Small businesses are busy, and can't always reply instantly – that's why the AI assistant will get a website visitor's name and number, and then notify your business you have a new lead – you can reply via SMS as soon as possible, and move the conversation off the website and onto your customer's phone.