Product quizzes, follow-ups, lead scores and customer details

Help visitors choose, bring quiet chats back, and spot buyers.

Product finder quizzes

1. Open Sales tools and press New quiz.
2. Add the words that start it, e.g. "which one, help me choose".
3. Add 2 to 5 questions. Give each answer a few tags, e.g. trail, waterproof.
4. Add products with the same tags, or use products from your connected WooCommerce or WHMCS store.
5. In the chat, visitors answer and see the best matches as product cards. No AI is used.

Follow-up emails

When a visitor who left their email stops replying, they get one friendly email after the time you choose (from 30 minutes to 3 days). Never more than one per chat, never if the visitor is waiting for you, and always with an unsubscribe link.

Lead scores

Visitors earn points: 2 per page viewed and 1 per minute on the site (up to 20 each), plus 20 each for visiting pricing or checkout, giving an email and asking for a person. 60 or more is Hot and 30 or more is Warm. You can change every number. Hot leads show a tag in the Inbox and Contacts, and your team gets a phone and Slack alert once.

Customer details in the Inbox

When the visitor's email matches a customer in your connected WooCommerce or WHMCS store, the Inbox shows their unpaid order, recent orders and total spent next to the chat. The page they are on now and their lead score are shown too.