A lead is sent from the Chatbot once a chat is complete or when the conversation reaches the element which sends lead. This article covers the following:

      • Receiving E-mail leads

      • Manually sending leads via Social inbox(Chat)

How to receive leads via E-mail automatically?

Once you have set up Live chat, leads can be sent to either your Email(Copy) and/or Xrm. By default, you would get the Live chat conversation to your registered e-mail by default. Refer the guide below to change and/or add Email addresses to receive leads:

              1. Navigate to the Settings section in your Chatbot builder interface.

              2. By default, the account owner will get the lead from Live chat to the registered Email address. You can Enable/ Disable this feature.

              3. You can add a list of Email addresses to which you want to send copies of leads and modify the subject of the Email.

How to send a Lead via Live chat?

When you're in the live chat interface, you can spot the visitor details on the right sidebar. You have two options for sending these details, and here's how you can do it:

   • You send the lead by creating a ticket if you have setup Xrm.

              1. Click on Create ticket.

              2. Select your preferred Xrm space that you want to save the lead in.

              3. Check the lead details and click on Create Ticket.

              4. Click on Go to item to check the lead that was created.

   • Send a copy of the chat via E-mail.

              1. Enter an Email address to which you want to send the lead to. Click on send email.

              2.Check the Email that you received via notifications@serviceform.com.

Check out the next article to know more about setting up acknowledgement replies.