Convert high-intent visitors with live chat and WhatsApp
Chatwoot triggers chat on high-intent pages, captures context automatically, and hands qualified leads to sales with Captain summaries.
- Target chat by page URL, time on page, or returning visitors
- Capture email and phone with pre-chat forms in the widget
- Captain drafts fast replies to keep prospects engaged
* Unlimited usage is subject to the fair use policy.
Key outcomes
Proactive engagement
Trigger live chat prompts on pricing, checkout, or docs pages, then follow up with WhatsApp template campaigns.
Clean handoffs to sales
Send lead context, the page, the referrer, conversation history, and a Captain summary, to your CRM through webhooks and the REST API.
Response speed
Use macros, canned responses, and Captain drafts to reply in seconds. Captain credits come with paid plans.
Measurable activity
Track conversations started, contacts created, and response times by inbox and label.
Powered by core features
The features that turn website traffic into qualified pipeline.
Hi! I see you are comparing plans. Need help choosing the right one for your team?
Campaign: pricing-nudge · 2:14 PM
Yes, we have a team of 15. What's included in Business?
Visitor · 2:15 PM
Business includes unlimited inboxes*, teams, automation rules, and SLA policies. For 15 users you would also get team based routing. Want me to start a 15-day trial?
Engage visitors where intent is highest
Targeted prompts on pricing and checkout pages capture high-intent visitors and let reps answer instantly with Captain drafts.
- Trigger chat by page URL, time on page, or new versus returning visitor
- Pre-chat forms capture email and phone inline on Business and Enterprise
- Captain drafts personalized replies using visitor context
- Automation rules assign qualified conversations to the sales team
Sales gets context, not cold leads
Every lead arrives with the referring URL, page path, conversation history, and a Captain summary so follow-up stays relevant and fast.
- Referrer and page path captured automatically with the conversation
- Captain summarizes the conversation for sales handoff
- Push lead details to your CRM through webhooks and the REST API
Jamie Davis
jamie@techcorp.io · +1 (555) 987-6543
Captured Context
en-US
United States
/pricing
google.com
Prospect compared Business and Enterprise plans for a 15-person team. Interested in team based routing and SLA policies. Requested a 15-day trial.
Plays to launch
Concrete plays your team can use immediately.
Pricing page nudge
Engage visitors before they bounce.
- Target returning visitors on the pricing page
- Offer chat with a tailored message
- Assign the conversation to sales with an automation rule
WhatsApp follow-up
Stay responsive even when visitors leave the site.
- Collect consent and phone number inline
- Follow up with a WhatsApp template campaign
- Captain summarizes, and webhooks push the details to your CRM
PQL alerts
Convert product-qualified leads faster.
- Use custom attributes like plan, usage, or country
- Have the rule email the sales team
- Track outcomes by label in the reports
Toolkit
Features, integrations, and controls that make this use case stick.
Targeted campaigns
Trigger live chat campaigns by page URL, time on page, or new versus returning visitor.
CRM handoff
Push contacts, notes, and conversation details to your CRM through webhooks and the REST API.
Reports
Measure conversations started, first response time, and CSAT by inbox and label.
Common questions
Practical answers teams ask before rolling this out.
Will Chatwoot chat prompts annoy visitors?
You control where prompts appear. A live chat campaign can be limited to specific page URLs, to visitors who have spent a set time on the page, and to new or returning visitors.
How do we keep data clean?
The conversation records the referring URL and the page the visitor was on, pre-chat forms collect email and phone, and custom attributes hold anything else you need. Captain summarizes the thread so sales does not re-ask the basics.
Can Chatwoot attribute revenue?
No. Chatwoot reports cover conversations, response times, agent activity, and CSAT, not revenue. You can send conversation and contact events to your CRM or analytics stack with webhooks and the REST API and do the attribution there.
Can we A/B test prompts?
No. Chatwoot does not have built-in A/B testing for campaigns. You can run one live chat campaign on a page at a time and compare the conversations each one starts in the reports.
How do we keep handoffs fast?
Automation rules assign the conversation to the right team the moment it arrives, and SLA policies on Business and Enterprise keep first response times visible. Webhooks push the lead details to your CRM.
Related resources
Launch a conversion play in a day
Pick one high-intent page and we will set up targeting, prompts, and a webhook handoff live.