How the AI books appointments and captures leads

3 min read

The AI chat agent does not just answer questions, it turns conversations into leads.

Appointment booking

When a visitor wants to schedule a test drive, service, or callback, the agent collects their name plus an email or phone, then books it. That creates a real lead in your Inbox and fires a notification, exactly like a form submission.

Buying-intent capture

If a visitor shows buying intent and shares an email, the agent captures it as a lead automatically, with the full transcript attached.

Hand off to a person

A visitor can tap "Talk to a person" at any time. That pauses the AI, drops the conversation into your unified inbox, and notifies your team. A rep can then reply, and it streams straight back into the visitor's chat. See Work leads in the unified inbox.

Review transcripts

Open Admin → AI chat to see recent conversations, how many became leads, and your conversion rate.

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