Link2Chat

Short introduction video:

Product demo video from October 17, 2024:

Your website visitor identifies themself online, and Link2chat instantly links that person to an existing contact record in Act!, or prompts them to provide more details so that a new record can be created
The Chat log will be recorded as History in Act!, with the time, date, and duration. It will also record the Act! user involved after the call, the user will be prompted to schedule a follow-up activity with that contact Link2chat will also email the contact the chat log, with an option to copy the agent
Link2forms subscribers can also configure Link2chat to send a personalized survey link for customer feedback, the results of which would also be written to Act! history

Last revised: 20.10.2024