LeadWin · Team and handover
Your team’s first calls start with clarified needs.
Your LeadWin agent clarifies project, timeline and budget and introduces the right person. Your team can step into the same chat at any time.
What this helps you do
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Your team knows the whole conversation before calling back.
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Inquiries and meetings reach the right person by email right away.
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Until someone takes over, the agent keeps advising, evenings and weekends included.
Live takeover
Your team takes over chats with one click.
After a click on "Take over the conversation", only your team replies. The visitor sees the name and photo of the person who is writing.
Just now
Just now
- The visitor stays in the same chat and never has to explain anything twice.
- When a visitor asks to talk to a person, your team gets an email right away.
- Roles decide who replies and who changes settings. With the "Viewer" role, your management can follow every conversation.
Nordlicht Digital
James Carter
Example
James Carter has taken over the conversation
People in detail
Your visitors see who is behind your business.
Areas of expertise decide whom the agent introduces.
A few keywords per person are enough, you write no rules. Only the agent uses the areas of expertise, visitors never see them.
- If several people fit, the agent first suggests the one who is higher up in your list.
- From the person card, visitors open the person’s profile, including LinkedIn, Xing and other networks.
- LeadWin translates position and short description automatically. Visitors read them in German, English, French or Dutch.
Edit person
Keywords the agent uses to match questions.
Photo
Shown on the person card and when they take over.
Your experts appear in the chat, even offline.
The person card shows name, position, short description and photo. So prospects know who they will talk to before the first call.
- With booking switched on, the agent offers a first call with this person right alongside the card.
- One switch per person decides whether the agent may introduce them.
- If you like, the same person also takes over conversations personally.
No request goes without a recipient.
Emails about requests, appointments and handovers go to the person responsible. If nobody is responsible, they go to the team, and as a last resort to your account’s address.
- When you assign a conversation to a person, they get its emails, and the agent keeps replying.
- Emails about requests and appointments always arrive, even if your team switches notifications off.
- Each person gets their emails in their own language: German, English, French or Dutch.
PER PERSON
Frequently asked questions
Does someone from my team always have to be online?
No. Your LeadWin agent advises around the clock. If a visitor asks for a person, your team gets an email right away. If nobody takes over after two hours, a reminder follows, and the agent tells the visitor openly that nobody is available right now. This applies as long as the email notification is switched on in the inbox. Otherwise the agent offers the visitor to leave an inquiry. If the visitor left their email address in an inquiry, your reply reaches them even after the chat.
What do visitors see of my team?
Name, position, short bio, photo and the social media profiles you enter. Email address and phone number never appear in the chat. For each person you decide whether the agent introduces them.
How many people can collaborate?
That depends on your plan. Seats apply per LeadWin agent, and you take one of them yourself. All numbers are on the pricing page. Invited people sign in via the link in their email, no password needed.
What happens when someone takes over a conversation?
The agent stays silent until you hand the conversation back with “Hand back to AI”. After that it knows your replies and carries the conversation on. Only one person can take over a conversation at a time, and everyone else sees who holds it. If you forget to hand it back, the agent replies on its own again after 24 hours without activity from your team.
Your team is in the chat within minutes.
You add people with photo, position and areas of expertise. From the very next reply, your LeadWin agent introduces prospects to the right contact person.
7-day free trial, no payment details