Automation
How to capture leads from neobank customer chats?
Neobanks can automatically capture qualified leads from customer chats by deploying an AI agent trained on your product docs. When a visitor asks about account openings, loans, or premium features, the agent collects contact details through an in-chat form and routes them to your sales team - no manual follow-up required.
Train an AI agent on your neobank's product content
Upload your account guides, fee schedules, eligibility requirements, and comparison pages to Chatref. The agent answers every customer question grounded strictly in those documents - no hallucinated rates, no generic web answers. In financial services, that accuracy builds the trust needed to ask for a lead.
Qualify and capture leads right inside the chat
Once the agent answers a product question, it automatically probes for intent. A simple "Would you like us to walk you through opening an account?" triggers Chatref's lead capture feature. A branded form slides into the widget so the visitor can share their name, email, and interest - all without leaving the conversation.
Send captured leads straight to your sales workflow
Use custom actions to fire off the lead data as soon as it lands. Push the contact into your CRM, ping a Slack channel, or kick off an onboarding email sequence. The agent stays in the chat thread the whole time, so the prospect never sees a dead end or feels passed around.
Refine your chat-to-lead pipeline continually
Every captured lead appears in Chatref's shared inbox with the full transcript. Your team can review which questions convert best, tune the agent's prompts, and add fresh knowledge-base content to improve lead generation in neobanks over time. Because Chatref is pay-as-you-go, you don't pay per seat - sales, support, and ops can all collaborate on the same leads at no extra fixed cost.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.