Turn every conversation into a lead.
Capture leads from chat, send them to the tools your team uses, and alert sales when they’re ready for a follow-up.
For SalesforceAdd every new chatter to Salesforce
Anyone who chats with you for the first time becomes a Salesforce contact automatically.
When to use it
You want every new contact captured in Salesforce, whether or not they buy today.
- For Salesforce
Qualify leads and send them to Salesforce
The chat ends, the AI reads it, and a qualified lead lands in Salesforce with your sales team pinged in Slack.
When to use it
Your sales team gets too many low-intent conversations and wants Salesforce to contain only shoppers who are ready for a follow-up.
Request consultations from chat
The AI Agent takes the visitor's name and preferred time, then opens a ticket so your team can confirm the booking.
When to use it
You sell by appointment and want visitors to request a slot while they're still on your site, including after hours.
For HubSpotAdd leads to HubSpot
When a chat shows buying intent, Text adds the shopper to HubSpot as a contact when the conversation ends.
When to use it
Your sales team works from HubSpot and wants chat leads in the same place as form leads.
For MailchimpAdd leads to Mailchimp
The AI identifies prospects in chat and adds them to your Mailchimp audience.
When to use it
You follow up with prospects by email and want chat leads added to your Mailchimp campaigns without exporting them.
- For Salesforce
Add ticket senders to Salesforce
When someone opens their first ticket, Text creates a Salesforce contact for them.
When to use it
Customers reach you through tickets as often as chat, and your sales team wants those customer conversations visible in Salesforce too.
For ShopifyTurn chats into Shopify customers
The details captured in chat become a Shopify customer record when the conversation ends.
When to use it
Shoppers ask questions in chat but leave without buying, and you want their details available in Shopify for follow-up and future marketing.
Buyers slipping through somewhere else?
Describe where they come from and where they should go. Text drafts the skill and asks for anything it's missing.