Leads and appointments
How contacts get captured, and how you hear about them.
How leads are captured
When someone gives a name, phone number or email during a conversation, LiveCustomer pulls it out and saves it as a lead on the Leads tab, with the conversation attached.
You do not have to configure anything. There is no form the visitor has to fill in — it comes from the chat itself, which is why it catches people who would never have filled in a contact form.
Email and SMS alerts
Leads are emailed to you as they come in.
For text messages, add numbers to SMS lead notifications in Bot setup. Put each number that should be notified on the list — useful when the person who answers is not the person at the computer.
Appointment requests
When a conversation gets as far as booking, the request lands on the Appointments tab with the details the bot collected and the chat it came from.
These are requests, not confirmed calendar entries — you confirm them the way you normally would.
Export your data
You can export your leads and conversations from the dashboard at any time. It is your data.
Did this answer your question?