On-site chat

Website Chat Handoff

Website conversations that qualify visitors and hand off cleanly.

Call the proof line Open the proof portal

Call proof

Proof clients can inspect

Industry picker

Live chat stream

Lead capture handoff

What it handles

Industry-aware answers

Lead capture

Guardrails

Launch flow

1

Load services, hours, policies, and qualifying questions.

2

Install the chat widget or embed route.

3

Connect form, booking, and CRM handoff.

Proof-first setup

Related capabilities stay behind the receptionist until the call proof is working.

Lead Capture and Follow-Up Booking Requests Owner Reporting and CRM

Turn this into a proof pilot.

Map the script, routing, owner actions, and proof flow for one client account.

Start the Proof Pilot Open the proof portal