How to connect corporate wellness lead capture help to a …

Your Corporate Wellness Programs website holds the visitor and the widget. The widget runs a Chatref agent that answers questions from your own wellness-program knowledge base – plan descriptions, pricing, onboarding steps, screening details. When lead capture is on, the agent asks for contact info as part of the conversation, either right away or after a few exchanges. The visitor's details flow into the Chatref conversations view; no additional connection to a CRM is required (you can export or manually add leads to your pipeline). The knowledge base keeps the chat helpful and grounded while the built-in capture mechanism turns curiosity into a sales opportunity, all on the same website.

1. Upload your wellness-program content. In Chatref, add PDFs, URLs, or plain text that cover your corporate wellness offerings – program descriptions, pricing, testimonials, FAQ, and intake requirements. This becomes the agent’s knowledge base, ensuring it answers only from your real information.
2. Create an agent and train it. In the app, create a new agent and select the uploaded documents. Test it in the playground with questions like "What does your executive health screening include?" to confirm answers are accurate.
3. Enable lead capture. In the agent’s settings, turn on the Lead Capture toggle. Choose when to ask: Before the chat starts (required) or After the first few messages (optional). Write a brief prompt, for example: “To send you detailed program materials, could you share your name, work email, and company name?” This prompt appears in the widget.
4. Customize the widget. Set your primary color to match your wellness brand, upload a logo, and adjust the widget’s on-page behavior (position, launcher icon). The same area lets you define the welcome message – something like “Ask anything about our corporate wellness plans.”
5. Get the embed snippet. Copy the snippet from the agent’s Embed tab. It’s a single script tag.
6. Place the snippet on your site. Paste it just before the closing </body> tag on every page where you want the widget to appear. The domain must be added to the allowed host list in the agent settings.
7. Test live. Visit a page on that domain, click the widget, ask a question, and submit your lead details. Confirm the lead appears in the Conversations tab of your Chatref account.

The knowledge base lives in Chatref independently of the widget; you can edit or add documents later and the agent will use the updated content without changing the embed.

A visitor lands on your “Corporate Wellness Plans” page. In the bottom corner, the branded widget icon (e.g., a chat bubble in your company color) is visible. When they click it, the chat opens. If lead capture is required, the agent immediately greets with your custom prompt and asks for name and email before the conversation continues. If lead capture is optional, the agent says “I can help – ask me anything about our wellness programs,” and after a few exchanges, it may say “Want me to have a specialist send you more info? Just drop your email here.” The AI answers every query – about eligibility, pricing tiers, covered services, or implementation timelines – from the knowledge base you provided. After the chat ends, the lead data (name, email, company, and chat transcript) is saved and visible in your dashboard, with no patient-identifiable health information unless intentionally asked.

For scale: a wellness program manager might see 40-60 leads per month from the widget without staffing phones.

• Widget doesn’t appear on the site: Confirm the domain is exactly as listed in the agent’s allowed hosts (including www vs non-www). Check for JavaScript errors in the browser console. If using a CMS or page builder, ensure the snippet is placed in a raw HTML area and not stripped.
• Lead capture prompt never shows: Verify the toggle is on and the agent is published (not in draft). If set to “after messages,” the prompt appears only after the visitor sends at least one message. Some plugin or ad-blocker may suppress it; test in an incognito window.
• Captured leads aren’t saving: Check the Conversations tab – leads appear alongside their chat. If missing, the widget may be blocked by network policies (corporate firewalls sometimes block external scripts). Use your phone or a non-corporate network to validate.
• Answers feel off-topic: The knowledge base might need more specific content. Add a page about your corporate wellness onboarding process, FAQs around pricing, or a doc that lists what’s included in each tier. Refresh the agent training.
• Drop in engagement after enabling lead capture: A required gate can reduce chat starts, especially for first-time visitors. Switch to optional mode or rephrase the prompt to feel more like a convenience (“Let me send you a personalized quote – your email?”) rather than a form.

What causes corporate wellness lead capture problems for Corporate Wellness Programs?

Unclear consent language, an invisible or hard-to-click chat widget, and slow follow-up are the top friction points. If the widget prompts for personal details before the visitor sees any value, many will leave. Also, if the knowledge base doesn’t cover what the lead wants to ask about (e.g., specific pricing or customization), they won’t see a reason to share info. Network restrictions on the visitor’s side (corporate VPNs, ad blockers) can silently block the capture mechanism.

How do I improve corporate wellness lead capture for Corporate Wellness Programs?

Make the capture prompt helpful rather than transactional – tie it to a concrete next step (“I can email you our full program brochure and pricing – what’s the best address?”). Use the optional-after-messages setting so the agent demonstrates useful answers first. Review the knowledge base regularly to ensure it addresses the top questions your sales team hears. Test the widget from a few different devices and networks, and if needed, offer a fallback “contact us” link in the widget footer so no lead is lost.