Privacy-first chat: consent for US, UK and Canadian visitors
The chat asks visitors to accept your privacy notice before they start, keeps a record of the choice and gives you the tools to help follow GDPR, UK GDPR, PIPEDA and US state rules.
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.
Rich chat: file uploads, Google Maps and meeting booking
Optional modules let visitors attach photos and documents, see routes with driving distance on a map, tap choices instead of typing and book meetings through Zoom, Google Meet or Calendly.
Connect your database, API and CRM: live answers with safe actions
The chatbot can look up bookings, orders and availability from your systems, and changes only happen after the customer confirms. Credentials never reach the AI model.
Live inbox and human handover: AI first, people when it matters
When a visitor asks for a person or raises a refund, complaint or security concern, your team sees the chat live, takes over and can hand it back to the AI.
AI lead scoring: how OA Connect ranks every chat Hot, Warm or Cold
Describe in plain words what a good lead looks like, and every finished conversation gets a 0 to 100 score, a Hot, Warm or Cold label and a short summary.
Train your chatbot on your own documents: PDF, Word, CSV and more
Upload your files and the AI agent answers from them, citing the document behind every answer. Here is how the knowledge base works and how to get the best answers.