When visitors come to your site and begin a chat, they may have a conversation with you and never have to identify themselves. Every time a visitor does this, it’s a lost opportunity for your sales team to convert that visitor into a lead.
Dossier chat now always asks the visitor for their name, email address, and company name. All fields are optional, but they give visitors a chance to introduce themselves.
When an existing customer starts a chat, Dossier immediately notifies the account managers for that account. The account managers instantly begin to see the customer’s chat and have the option to respond to the customer while they are online.