Convert high-intent leads without swivel chair work
Chatwoot runs website chat, WhatsApp, and email from one place. Captain drafts tailored replies while automation rules assign leads by country and language, so sales stays fast and consistent.
Key capabilities for sales teams
Everything your sales team needs to respond fast, route smart, and hand off clean.
Aim for replies under a minute
Website chat, WhatsApp, and email in one inbox, with SLA timers on Business and Enterprise to hold the target.
Context-rich drafts
Captain drafts from the conversation, past conversations, and your help center, and you edit before sending.
Right owner first time
Auto-assign by country, browser language, and custom attributes such as product interest.
No more duplicate pings
Notes, ownership, and activity stay visible across SDRs and AEs.
Built on powerful features
Explore the features that power sales team workflows.
We're evaluating tools for our 50-seat team. Can we get a walkthrough of your enterprise plan?
Live Chat · 10:14 AM
Hi James, thanks for reaching out! Our enterprise plan includes dedicated onboarding for 50+ seats. I'd love to walk you through it, grab a slot on my calendar here.
Custom attributes
$48K
3 days ago
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High-intent chat with ownership locked
Lead source, territory, and campaign stay on the thread as labels and custom attributes. Captain drafts a tailored reply from the conversation and past conversations; SDRs edit and send. Assignment notes, booking links, and next steps live in one place, no duplicate outreach.
- Reassign to an AE with the full thread, private notes, and your booking link
- WhatsApp and web chat handled in the same queue, with SLA timers on Business and Enterprise
- Private notes and labels stay visible for attribution
Workflows that close faster
Plays to meet prospects where they are and move them to meetings.
Website chat to meeting
Own high-intent chats and move them to booked calls fast.
- Route by country and language, with pre-chat forms on Business and Enterprise
- Captain drafts responses from the conversation and your help center
- Send your booking link from a canned response and convert to meetings in the thread
WhatsApp lead capture
Engage inbound WhatsApp leads with fast, localized replies.
- Template replies localized by Captain
- Territory routing with the on-call SDR as the default assignee
- Private notes and labels saved, then pushed to your CRM with webhooks and the API
Handoff to AE
Pass context-rich conversations to AEs without gaps.
- Assign with territory and product interest noted
- Captain memories surface past conversations so the AE preps fast
- Meeting link and next steps recorded in thread
Reactivation and follow-up
Reach dormant leads again while keeping humans in the loop.
- One-off WhatsApp or SMS campaigns for dormant leads on Business and Enterprise
- Captain drafts personalized follow-ups referencing the last conversation
- Escalate replies to a live SDR with SLA timers
Why sales leaders pick Chatwoot
Common questions
What sales teams ask before moving chat and WhatsApp to Chatwoot.
Does Chatwoot Captain auto-send messages?
Agent-facing drafts wait for a rep to edit and send them. Captain Assistant can answer routine questions automatically if you turn it on, and it hands off to an agent when the question needs one.
Can we route by territory and product?
Yes. Automation rules match on country, browser language, labels, and custom attributes such as product line, then assign an agent or team. Automation rules are on the Business and Enterprise plans.
How does Chatwoot avoid duplicate outreach?
Ownership, notes, and activity stay on the thread; collision detection warns before sending.
Do you sync to our CRM?
LeadSquared is the CRM with a native Chatwoot integration today. For any other CRM, push conversation, message, and contact events with outbound webhooks and the REST API, and download reports when you need a file.
How fast can we go live?
Most teams connect chat and WhatsApp, set routing, and go live within a day.
Related resources
Turn high-intent chats into meetings
Bring your routing rules and playbooks and we'll configure a workspace you can run with.