Ask one useful question at a time.
Define qualification questions around your business: what the visitor wants to achieve, their timeline, and the help they need. Keep the exchange conversational rather than turning it into another long form.
Context before the follow-upUnderstand the need.
Understand the need.
Then take the next step.
Ask useful questions, collect contact details with consent, and give your team the conversation behind each opportunity.
Your sources. Your team. Your conversation.Inside ChatreviaLead qualification
Keep the person and the conversation together.
When visitors choose to share details, your team can follow the thread from the conversation to their profile. Review the actual messages before deciding how to follow up.
Send the next action to your tools.
Use your connected CRM and routing rules to move consented contact information into the workflow your team uses. CRM connections require a supported plan and provider setup.
Put it to work
Open the setup guides A clear path from setup to first use.
- 01 /
Choose the questions
Start with the information your team needs to help.
- 02 /
Review the context
Read what the visitor said, not just a contact record.
- 03 /
Follow up thoughtfully
Continue in the inbox, offer a meeting, or route a contact to your CRM.
Good questions
Before you get started.
Do you identify every anonymous visitor?
No. Do not assume an anonymous session is a named person. Contact details come from what visitors choose to share; available company context should be reviewed before use.
Can I change the qualification questions?
Yes. Edit them in AI agent settings, or use Write with AI to create an editable draft from your published knowledge.
Is a CRM required?
No. Start with Conversations and People. Connect a CRM when you need to move contacts into an existing sales workflow.
Your next conversation starts here.
Publish your knowledge, try your agent, and give visitors a useful next step.