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Follow-up tasks and team roles: nothing waits unnoticed

Leads move through a pipeline and turn into follow-up tasks with an owner, so every conversation ends in an action.

A captured lead is only worth something if somebody follows up. We added owners and tasks so nothing slips.

Lead owners

Assign each lead to a teammate. The owner sees it in their list, and everyone else can see who is on it.

Follow-up tasks

Turn any lead into a follow-up task with a due date. Tasks keep the lead, the summary and the score together, so the person calling already knows the context.

Roles

• Owner: full control of the business.
• Admin: manage agents, knowledge and the team.
• Manager: see analytics and manage leads.
• Human agent: answer chats in the live inbox.
• Viewer: read-only.

Analytics you can read

See chat sessions, visitor messages, handovers, leads captured, your most-used documents and the questions customers ask most. Open any session to read the transcript.

Try it on your own website

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