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  1. Chat Start: When the chat begins. 
  2. Chat Conversion: When the Prospect record is enriched. 
  3. Chat End: When the chat was finished. 

Lead Qualification

When a chat occurs Prospects are automatically scored using /wiki/spaces/DEV/pages/18907393. Scores can be changed by double clicking on the score value. Chat Start, Decline, and Conversion activities are scored. 

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Adding a Chat System

Other chat software such as Drift, LiveChat, and more can be integrated. There are two options for integrating chat:

  1. Call JavaScript functions from your chat software. Great for proprietary chat systems. 
  2. Lead Liaison adds "listeners" into our backend which works with your existing Lead Liaison tracking code. 

In scenario #2#1, the functions to call will be similar to the ones below:

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