Can Chatref capture guest leads and inquiries for our serviced apartments?

Chatref’s widget automatically offers a lead capture form when a guest asks about availability, rates, or amenities. You decide exactly what fields you need - name, email, phone number, and any custom detail. Because the form appears inside the chat, guests never have to leave the conversation to send their enquiry.

The AI agent answers service questions first, using your own apartment guides, policies, and local information. When it detects a booking intent or a request for a quote, it smoothly hands the conversation to the lead capture step. That way you don’t waste a single warm enquiry.

You don’t just collect a name - you qualify leads before they hit your sales pipeline. With custom actions you can build a short, chat-based questionnaire that runs right after contact capture. Ask for preferred check-in date, length of stay, number of guests, or special requirements like “pet-friendly” or “balcony”.

The answers automatically tag the lead (for example “family,” “long-stay,” “high-value”), so your team sees intent at a glance. You can even route urgent leads to a specific person or trigger a Slack notification - all without leaving the Chatref platform.

Every captured lead appears in Chatref’s shared inbox, alongside the full chat transcript. If a complex request comes in while the AI is qualifying a guest, any team member can take over the conversation live with complete context.

No leads get lost. You can assign conversations, mark them as handled, and reply directly from the inbox. The entire team works from the same view, which means shorter response times and happier guests.

Lead capture is part of Chatref’s all-inclusive feature set - no add-on costs, no per-feature fees. You get unlimited lead capture forms, unlimited custom action steps, and unlimited team members in the shared inbox on every account. New accounts start with $50 free credit, so you can test live with real guests.

Because Chatref runs on pay-as-you-go, you pay only when the AI responds to a chat. There are no monthly subscriptions, no per-seat charges, and no contract. Your lead capture setup keeps working even if you pause chat usage - nothing gets deleted after 14 days.

How to capture guest contact information? Inside the Chatref widget settings, enable the lead capture module. Add the fields you need (name, email, phone, custom text fields) and choose when the form appears - for example, after every query that mentions a booking. The form never redirects guests away from the chat, keeping them engaged.

Can Chatref qualify leads automatically? Yes. Use custom actions to create a qualify-after-capture flow. Define steps that ask for check-in/check-out dates, number of adults and children, and any special requests. The agent tags each lead based on the answers, so your team sees immediately which guests are “ready to book” versus just browsing.

What lead capture options does Chatref offer? Chatref gives you three core options: a standard contact capture form, custom action sequences that qualify and tag leads, and shared inbox routing for immediate human follow-up. All three work together out of the box, and you can configure custom actions to push lead data to your CRM or email if needed.

How to follow up on captured leads? Every lead submission lands in your shared inbox with the full chat history. Assign the conversation to a team member, reply directly, or note that a call was made. You can filter by status (open, handled) and search by guest name or contact detail. Because the inbox is real-time, you never need to export a spreadsheet just to see what’s new.