How can I turn support chats into leads?

Enable Chatref’s lead capture to appear when a visitor shows interest in premium features, add-ons, or upgrades. In the agent settings, activate the lead capture action and define the form fields you need (name, email, company, phone, and a custom note). The form will surface in-chat at the right moment, capturing the customer’s details and the full conversation thread for sales follow-up.

Upload your pricing pages, service comparisons, and upgrade guides to the agent’s knowledge base. When the AI resolves a support question, it can also recognise phrases like “how much is…”, “is there a plan that…”, or “do you offer…” as signals to offer lead capture. Because responses are grounded in your own docs, the agent never invents offers. It simply points to the relevant upgrade path and asks if the visitor would like to be contacted.

Every lead captured in chat is saved with the original conversation, the visitor’s details, and the moment the capture occurred. From the shared inbox, your sales or account team sees exactly what the customer was asking when they expressed interest. Use that context to craft a personalised follow-up that references the support issue and the suggested solution, turning a routine chat into a high-conversion conversation.

How do I qualify leads from chat? Qualify leads using the chat context stored with each capture. Look for signals like questions about pricing, feature comparisons, or requests for an upgrade, all visible in the chat transcript. Chatref automatically logs these alongside the captured details, so you can score leads based on the intent expressed.

What’s the best way to follow up? Reference the original support question and the solution the AI offered. For example: “I saw you asked about our advanced reporting. I can walk you through a quick demo built around your needs.” Use the lead capture notes field to add follow-up tags or next steps directly in Chatref’s inbox.

Can AI identify potential customers? Yes. When the agent is trained on your product materials and pricing, it learns to spot intent phrases. It will not push a sale where there is none, but when it detects clear buying signals, it can prompt a lead capture form and hand the opportunity to your team.