From chat message to CRM lead in one click (or zero)
When a visitor shows buying intent, the assistant captures their details, creates the lead, opens the follow-up ticket — and remembers them next visit.
Website chat is where buying intent shows up first — and where it usually dies. A visitor asks about bulk pricing at 11pm, nobody’s there, and the tab closes.
Capture is part of the conversation
Pexpy’s widget has a “leave your details” form, and the AI can capture conversationally too. Either way, the system creates a CRM contact at the lead stage, tags it as chatbot-sourced, links it to the transcript, and opens a follow-up ticket so a human picks it up in the morning.
Memory makes it personal
Next visit, the assistant remembers: “Hi Jane — still interested in bulk pricing?” That memory lives per visitor, per workspace, and your team can see every learned fact.