On the Smart plan

When the bot can't help, the visitor still leaves their number

After two missed answers — or as soon as someone asks for a person — a short form appears in the chat. You get the name, phone, email, and a note. Email goes out. An optional webhook can hit your CRM. The lead sits in your dashboard.

This is a callback request, not a live diary. The bot does not check your calendar or invent a price.

What the visitor sees
Visitor: Can someone call me about a quote?
Bot: I can take your details and have the team ring you back.
Email sent · lead #184 · status New

How a lead is captured

The same path the product uses. No extra “AI sales agent.”

1
Trigger

The visitor asks for a human, or the bot fails to answer twice. Industry starters already turn this on.

2
Form in the widget

Name, phone, email, and a note. You choose which fields are required. Home-services defaults to phone required.

3
Notify

Email to the addresses you set. Optional public https webhook, HMAC-signed so you can trust the payload.

4
Work the list

Leads page: status, notes, export CSV. Monthly outcomes counts how many came in.

What you get on Smart

  • Form after fallbacks or “ask for a person”
  • Email on every new lead
  • Optional webhook with X-AIInSync-Signature
  • Statuses, notes, and CSV export
  • Starters for home services, restaurant, clinic, retail, real estate
  • Not a calendar. Not a CRM. Not medical advice.

Clinic starter answers hours and insurance and takes a callback. It will not diagnose.

Leads inbox (product UI)
Who Why Status
Alex Chen
555-0142
Asked for a person New
Jordan Lee
jordan@mail.com
Missed twice Open
Sam Patel
555-0190
Callback request Contacted

What this is not

We would rather lose a click than sell a feature we have not shipped.

Not a booking calendar

The bot does not check availability or reserve a slot. Your team calls back and books the job the way you already do.

Not a full CRM

Statuses and notes live here. If you already have a CRM, point the webhook at it. HMAC lets you verify the POST.

Not Slack or Teams yet

New-lead email and webhook ship now. Chat apps come next. Use the webhook if you already route alerts there.

Try it on Smart

15 days for $4.99, then $19.99/month. Cancel before then if it is not a fit.

Start the trial Back to the product
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