Stop asking the same qualifying questions twice

Qualification details now save to the customer profile, so you can pick up the next conversation knowing what you already learned in the last one.

Customer Details now has a Qualification section. This means that what you learn about a customer stays with their profile instead of vanishing when the chat closes.

Track what matters to your business

Choose from four ready-made qualification fields, or add your own with a free-form field. Teammates fill in values as they come up in conversation, and a completeness indicator shows how much of the picture you already have.

Additionally, a returning customer arrives with their qualification details already on the profile, so the second conversation starts where the first one ended rather than with a question they've answered before.

Available now

Find the Qualification section in Customer Details on any customer profile. Live now for every account.