Live Chat for Sales That Qualifies Leads 24/7
Turn Visitors Into Qualified Leads While You Sleep
Social Intents puts live chat for sales on your website. An AI agent trained on your site answers product and pricing questions, asks your qualifying questions, adds the lead to your CRM, and offers a meeting link. When a prospect is ready, it hands the chat to a rep in Microsoft Teams, Slack, or Google Chat.
- AI qualifies leads with custom questions
- Custom Actions enrich data from your CRM
- Hot leads go straight to your inbox
Your AI Sales Agent Does the Heavy Lifting
Watch visitors turn into qualified leads while your AI handles initial questions, qualifies intent, and routes hot prospects to the right rep.
Visitor Arrives
Targeting rules show the chat widget to the right visitors based on page, referral source, or behavior.
AI Engages
Your AI chatbot greets visitors, answers product questions, and asks qualifying questions you define.
Lead Qualified
Custom Actions enrich lead data, check your CRM, and score leads, all within the conversation.
Handoff to Sales
Hot leads get routed to your team in Teams, Slack, or Google Chat, with full context and contact details.
Your AI sales agent qualifies the lead. Your reps close it from Teams, Slack, or Google Chat. No new inbox. No missed opportunities.
Enrich Leads with Custom Actions
Your AI can do more than chat. Connect to any API to look up account data, check inventory, schedule meetings, or push leads to your CRM, all while the conversation flows naturally.
Hi, I'm interested in your enterprise plan for about 50 users.
Great! Let me check if you're already in our system...
I see you're with Acme Corp! Sarah from our enterprise team worked with you before. Should I connect you with her now?
Everything Your Sales Team Needs
From first touch to closed deal, Social Intents gives your team the tools to engage faster and convert more.
Escalation Routing
The AI sends each handoff to the right channel, such as #sales or #enterprise, based on what the visitor asked. How it works.
Contact Enrichment
Turn a visitor's email into job title, company, industry, and size, right in the chat inbox. See enrichment.
Real-Time Alerts
Get notified instantly in Teams, Slack, or Google Chat when a high-value prospect is on your site and ready to talk.
Visitor Intelligence
See what pages visitors viewed, how long they've been on site, and their referral source, all before you say hello.
Canned Responses
Arm your team with pre-approved answers to common questions. Respond faster while staying on brand and compliant.
Conversation Transcripts
Full chat history in your inbox, emailed to your team, and sent to HubSpot or Zapier when a chat ends.
Works Where Your Team Works
No new apps to learn. Your sales team responds to leads from the tools they already use every day.
Every question answered. Every lead qualified. 24/7. Your AI sales agent never sleeps, and never lets a hot prospect walk away.
Lead Generation Actions, Ready to Use
Each one starts from a template in the Actions editor. Paste a key, pick when it runs, and the AI does the rest during the chat.
Add the lead to your CRM
When a visitor wants sales to follow up, the AI collects their details and creates the lead.
- HubSpot, directly
- Salesforce via Zapier or Make
- Dynamics 365 via Power Automate
- Pipedrive, Zoho CRM, Freshsales, Intercom
Book the meeting
Qualified prospects pick a time without leaving the chat.
Route the handoff
Send each conversation to the team that should take it.
- Channel per topic in Teams, Slack, or Google Chat
- Zapier: send the lead when a chat is escalated
- Webhook or Zapier: send the transcript when a chat ends
Look up your own data
Call your API mid-chat, for example to check whether the visitor is already a customer.
- Custom REST API action
- Results stay on our servers until checked
- All AI actions
Custom AI actions are included on the Pro and Business plans, and you can try them free during the 14-day trial.
Set Up Live Chat for Sales in Five Steps
No code. Most teams have a qualifying AI agent live the same day.
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1
Sign up and pick AI first
Choose AI first, human handoff during signup so the AI greets every visitor and your reps are only pinged for real prospects.
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2
Train it on your sales pages
Add your website, then make sure your pricing, plans, and product pages are on the Knowledge page. Add Q&A pairs for the questions prospects always ask.
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3
Write your qualifying questions
In the Playground, tell the AI which questions to ask before a handoff, such as team size, timeline, and use case, and test a few conversations. See writing AI instructions.
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4
Add your lead and booking actions
In Actions, start from the HubSpot, Salesforce, or Dynamics 365 lead template and the Calendly or Cal.com button.
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5
Route handoffs to your sales channel
Point sales escalations at a #sales channel in Teams, Slack, or Google Chat, then paste the chat snippet on your site. Escalation setup.
AI Sales Agent FAQ
An AI sales agent is a chatbot trained on your business that greets website visitors, answers pricing and product questions, asks your qualifying questions, and routes hot prospects to your sales team. With Social Intents, those handoffs arrive in Microsoft Teams, Slack, or Google Chat so reps can respond right away.
Live chat reaches prospects while they are on your pricing or product pages and still deciding. The AI answers their questions instantly, collects contact details, and offers a meeting, and reps get the conversation in the tool they already use instead of a separate inbox.
Yes. You list the qualifying questions in the AI instructions, such as budget, timeline, team size, or use case, and the AI asks them naturally during the chat. When the visitor is ready, it creates the lead in your CRM and hands the conversation to a rep with the answers attached.
Yes. Lead actions create contacts in HubSpot directly, and in Salesforce, Microsoft Dynamics 365, Pipedrive, Zoho CRM, Freshsales, or Intercom through Zapier, Make, or Power Automate. Transcripts can be sent to HubSpot or Zapier when a chat ends. Custom AI actions are on the Pro and Business plans.
The visitor can ask for a person, or the AI hands off when the prospect is ready. Your team gets a notification in Teams, Slack, or Google Chat with the full conversation, and the rep replies from there without the visitor repeating anything. Escalation routing can send each topic to a different channel.
No. Reps answer from Microsoft Teams, Slack, or Google Chat, the tools they already use, or from the Social Intents web inbox. They reply to the chat like any other message.
Yes. Targeting rules show different chat experiences based on the page URL, referral source, and time on page. For example, show a pricing-focused greeting on your pricing page and a demo offer on product pages.
Put an AI Sales Agent on Your Website Today
Start your free 14-day trial. No credit card required. Set up in minutes and start qualifying leads today.