Turn conversations into organized leads
Use owned content to answer visitor questions with less friction.
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What this feature covers
Why it matters
The practical reason to use it.
Leads get lost when they're scattered across channels.
How it works
A step-by-step look at the workflow.
Step 1
The assistant recognizes high-intent moments in a conversation and asks for contact details naturally, without forcing a form.
Step 2
Captured details are saved as a unified contact profile, merged with the same person's history across web, email, WhatsApp, and phone.
Step 3
Your team gets a lead notification, and you can email the chat transcript or save the visitor as a lead in one.
Step 4
Sync the lead to HubSpot so it's ready for the same follow-up process your sales team already uses.
Core job
The main job this feature handles.
In-chat capture
Collect name, email, or phone details right where the visitor already is, mid-conversation.
High-intent detection
The assistant recognizes buying or booking signals worth turning into a lead.
Transcript email
Email yourself the full chat transcript and save the visitor as a lead in one step.
Team notifications
Route a notification to your team the moment a new lead comes in.
Daily use
How teams use it after launch.
Unified contact profiles
Merge the same person's activity across web chat, email, WhatsApp, and phone into one profile.
Contact timeline
See every conversation a lead has had with your assistant, in order, in one place.
Cross-channel identity
Recognize a returning contact whether they message from the website, WhatsApp, or a phone call.
Full lead context
See what a lead asked and when, instead of starting follow-up from a bare name and email.
Control points
What to keep controlled.
Instant lead alerts
Notify the right teammate as soon as a qualified lead is captured.
HubSpot sync
Push captured leads into HubSpot so sales can follow up in the CRM they already use.
Transcript on demand
Email a conversation transcript to yourself or a teammate whenever a lead needs a closer look.
No manual re-entry
Skip copying contact details out of chat logs and into a spreadsheet or CRM by hand.
What you get
The changes teams should notice first.
- More leads captured from conversations that would otherwise go nowhere
- One contact profile instead of scattered records per channel
- Faster follow-up with instant team notifications
- Less manual data entry between chat and CRM
The facts do the selling
Plan facts, platform capabilities, and worked examples — every claim here is checkable, not a pitch.
White-label included — never a paid add-on. Copyright removal from $98/mo. Full white-label — custom domain, branded portal, your-domain emails — from $198/mo.
The white-label wedge
Platform fact
Training runs on your sitemap, PDFs, docs, and YouTube transcripts. Answers cite the source pages they came from.
Trained on your content
Platform fact
Five clients at $300/mo on a $198/mo Agency plan is $1,300+ of monthly margin before usage.
A 5-client agency on one flat plan
Worked example
Your questions, answered.
Tap any question about the product, pricing, security, or setup to see a straight answer.
InsertChat
Answers about InsertChat
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Lead Capture questions
What counts as a captured lead?
Any visitor whose contact details the assistant collects during a high-intent conversation, such as name, email, or phone, saved as a unified profile you can review later. The operational question is whether lead capture makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
Does it merge the same person across channels automatically?
Yes. Unified contact profiles merge the same person's activity across web chat, email, WhatsApp, and phone, so you're not looking at disconnected records for one lead. The operational question is whether lead capture makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
When is lead capture not enough on its own?
It captures and organizes leads well, but it doesn't replace your sales process. Once a lead reaches HubSpot or your team's inbox, follow-up still depends on someone actually working it. The operational question is whether lead capture makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
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