LeadWin · Team
Bring the right person into the conversation.
LeadWin introduces relevant team members with a photo, role and expertise. Your team can take over conversations with the full history available.
What this helps you do
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Show the people behind your services in the conversation.
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Help prospects find the right person to speak to.
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Take over personally when a conversation needs your team.
Live takeover
One click, and your team speaks for itself
Click "Take over the conversation" and watch what changes for the visitor: the agent steps back, the person takes over, the history stays.
Just now
Just now
- The visitor stays in the same chat: no channel switch, no lost context.
- Roles govern who can follow along, reply or change settings.
- Access by link as well, entirely without an account of their own.
Nordlicht Digital
James Carter
Example
James Carter has taken over the conversation
The person profile in detail
Every person exactly as visible as you want
A profile the agent understands
Name, position, short description and areas of expertise: with those keywords the AI matches the right visitor questions to the right person.
- Areas of expertise as keywords, for example SEO, web design or online shops. The AI matches questions against them.
- Short description and photo appear in the person profile; square images work best.
- Email and phone are only for sign-in and notifications, never visible to visitors.
Edit person
Keywords the AI uses to match matching questions.
Photo
Shown to visitors as soon as the person takes over.
Show the people behind your expertise.
If you allow it, the AI introduces the person to visitors as an expert: with name, position, short description and photo. The person does not have to join the chat for that.
- A trust signal at the right moment: the card appears when the topic fits.
- Email and phone: never. Only what belongs in the profile becomes visible.
- Optionally the person joins as an agent and becomes a target for handovers and notifications.
The right message to the right person
Whoever joins conversations is notified about new visitor messages, by email and in their own language.
- You decide per person: introduced to visitors, joining conversations, or both.
- Emails can be switched off; access, handovers and assignments stay in place.
- Language selectable per person, the chat with visitors stays untouched by it.
PER PERSON
Good to know
How does LeadWin introduce my team?
You add contacts and their responsibilities. LeadWin can show relevant people as profile cards in the conversation so prospects know who they can speak to.
Can my team reply directly?
Yes. Your team can review conversations in the inbox and take over. Previous questions and answers remain available for the personal follow-up.
AI where it is strong. People where it counts.
Set up your team and let the LeadWin agent do the groundwork; you can take over whenever you want.