What It Does
When a visitor asks to speak to a human agent (e.g., "I want to talk to a real person"), the chatbot collects their contact information and creates a lead in your dashboard.
How It Works
- Visitor says something like "Can I speak to someone?" or "I need human help"
- The chatbot presents a lead capture form
- Visitor fills in: Name, Email, and optionally describes their issue
- A Terms & Conditions checkbox must be accepted
- The lead appears on your Leads page
- You receive an email notification about the new request
Lead Capture
Each lead captures:
- Name and email of the visitor
- Full conversation transcript: so you have context when following up
- Products that were recommended: so you know what they were looking at
- Timestamp: when the request was made
Terms & Conditions
You can configure the Terms & Conditions link:
- Toggle T&C on/off in the handoff settings
- Set a custom URL to your Terms & Conditions page
- If no URL is set, a default Relio terms link is used