Live Chat and AI Chatbots are an excellent way to capture and convert new leads on your website. But sometimes prospective clients just want to get on the phone. Once your lead is ready to switch from typing to talking, you have an opportunity to book a consultation ASAP — before they get the chance to move on to a competitor.
That’s why we’ve built Chat to Call — your leads can go from a live chat conversation to a phone call with the click of a button. The best part? Chat to Call is 100% Smith.ai managed — our agents handle the live chat conversation and, when your lead is ready to talk on the phone, our receptionists call, qualify, and book them for you.
By connecting with your prospective clients at the moment they’re ready, we drive even more conversions with Chat to Call than Live Chat alone. Meanwhile, you’re continuing your work day uninterrupted, since Smith.ai handles both chat and phone conversations with your lead.
Since we offer 24/7 service for both calls and chat, you’ll also convert more late-night and weekend leads (who’ll be impressed with your responsiveness)!
For example, an estate planning firm may have a lot of website traffic, but since they are losing potential customers they add live chat to their site to capture contact information for their leads — already a good move.
But they can’t just reach out days later — by then interested leads will go cold. Prospects for estate planning are looking for a human connection during a difficult, sensitive time, and they’d like to talk to a “real person” on a live call. So the firm adds Chat to Call to their live chat service. Strong leads who are ready to take the next step talk to a live receptionist and get booked for a consultation straight away.
When you request this feature, we’ll add a “Request a call” link to your chat widget — when your leads request the call, a Smith.ai receptionist will call them back, 24/7. We can then qualify and book the new lead over the phone following your instructions for our receptionists. Simple as that.
Here’s the process:
To set up Chat to Call, you’ll need to use Smith.ai for Virtual Receptionists and Live Chat. You can start with a free trial of 20 calls and/or chats (up to 14 days).
Once you are set up to have Smith.ai answer your calls and chats, email us at firstname.lastname@example.org with the subject line “Add Chat to Call to My Account”. That’s it! We’ll get the link on your chat widget in about 1 business day.
Note: This feature isn’t currently available with our AI Chatbot-only plans.
Want to optimize your lead capture and follow-up process? Complete your workflow with scheduling and CRM integrations.
Smith.ai receptionists can schedule appointments on the calendar you currently use — dramatically reducing the time and energy you spend emailing back and forth with your leads. Adding scheduling to your Smith.ai accounts is easy — we’ll help you get set up. Then, when our receptionists call your chat leads, they can schedule qualified leads on your calendar immediately.
We also integrate with many popular CRM platforms. If you use a CRM for lead management, set up an integration to have contact information, chat transcripts, and call notes automatically added to your systems. That way, when you have the consultation or follow-up call, the entire communication with the lead is right in front of you.
Need help setting up a free trial of 20-calls or chats? Want to learn more about scheduling or CRM integrations? Ready for Chat to Call? Simply shoot us an email at email@example.com or call us at (650) 727-6484.
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