Public Chat & Lead Capture
Conversion-first interaction. Approved, deterministic responses. Embedded inside your funnel.
Every inbound visitor gets an intent-aware conversation that qualifies them, captures the lead, offers a booking link, and routes full context to the right agent. Responses come from approved templates and carry the relevant disclosures.
From First Click to Booked Appointment
This is not a widget bolted onto the side of your funnel. It is the governed interaction layer positioned at the top of your pipeline — every visitor conversation qualified, captured, and routed, using approved, deterministic responses.
Every visitor. Every session. Compliance enforced before any response is delivered.
Approved Responses Only
The public chat answers from approved, deterministic intent and knowledge templates, not free-form AI text, and responses carry the relevant disclosures. Every conversation is logged.
Intent-Driven Qualification
Visitors are classified by intent (new buyer, existing client, support inquiry, or recruitment) and routed to the matching flow: qualification, support, or escalation.
Capture and Booking in One Conversation
Lead capture happens in the conversation, and when booking is enabled the chat offers a booking link, so the visitor does not need a separate form.
Agent-Ready Handoff
High-intent escalation sends the agent the conversation context, not just a name and phone number, so the lead is not a cold start.
All 9 Interaction Modules
Each module handles a specific stage of the visitor-to-lead pipeline — governed by compliance rules at every step.
Interaction Governance Layer
Visitor-facing responses come from approved, deterministic intent and knowledge templates, with the relevant disclosures attached. The system does not rely on a language model behaving correctly in front of consumers.
Conversion Flow Engine
Structured playbooks that move visitors from interest to qualified lead in one session: intent identification → product fit confirmation → lead capture → next action. The flow is designed for conversion, not just conversation.
Appointment Booking Module
When booking is enabled, the chat offers the visitor a booking link after qualification, so they can schedule time with an agent from the same conversation.
Intent Detection & Routing
Classifies every conversation by visitor intent: new buyer, existing client, support inquiry, recruitment. Routes to the appropriate response path, agent, or funnel — based on what the visitor actually needs.
Lead Qualification Engine
Captures name, phone, email, product interest, state, and intent signals, then writes a tagged lead record to CRM, so leads arrive with context and without manual entry.
Product Education Layer
Insurance product education (IUL, Term, Annuity, ACA) delivered in compliant, suitability-aware language. Builds prospect readiness and product understanding without making prohibited recommendations or unlicensed claims.
Compliance-Reviewed Templates
Because responses come from approved templates rather than free-form generation, prohibited guarantee language is kept out of visitor-facing answers, and required disclosure language travels with the response.
Escalation & Context Handoff
Detects high-intent signals, complex cases, or frustrated prospects, and routes to the right agent with the conversation context attached, so the agent can pick up where the chat left off.
Conversation Audit Log
Conversations, lead captures, booking offers, and escalations are logged with session ID and timestamp for compliance review.
Everything Public Chat & Lead Capture Does
Every capability, documented.
What a Governed Interaction Layer Actually Means
The difference between a chatbot and a conversion system is what happens between the visitor's first message and the agent's first call. This layer closes that gap with approved responses and logged handoffs.
Qualify Before They Bounce
A conversational qualification flow captures intent, confirms product fit, and makes the next step clear, instead of relying on a static form alone.
Every Conversation Is Logged
Visitor-facing responses come from approved templates and carry the relevant disclosures. Every interaction is logged with timestamp and session ID.
Agents Receive Context, Not Just Leads
When an escalation fires, the agent receives the conversation: what was asked, what was explained, and what product interest was captured, so they call informed.
Runs at 2am With the Same Enforcement as 9am
The interaction layer uses the same approved templates at midnight on Sunday as it does during business hours. It does not depend on who is watching.
Consistent Customer Interaction — Across Every Agent, Every Funnel
As your agency scales, customer interaction quality becomes a compliance risk. The Interaction Layer enforces the same rules across every conversation — regardless of which funnel, which agent, or what time of day.
Consistent messaging across every agent and funnel
The same approved chat templates and disclosures apply across every branded microsite and landing page, because the layer is shared, not per-agent.
Controlled escalation workflows
Define which conversation types escalate, to which agents, and with what context. High-intent signals, complex cases, and frustrated prospects are all routed correctly — with full conversation history attached.
Conversation quality monitoring
Every session is logged with response content, qualification outcomes, and handoff status, so supervisors can review any interaction without relying on agent recall.
Compliance maintained across all touchpoints
Required disclosures are included automatically on every funnel, and outbound follow-up passes the dispatch gate for opt-outs, consent, quiet hours, and frequency caps.
The core design principle: The Interaction Layer does not rely on AI behaving correctly — deterministic system controls screen its output. Every visitor conversation is governed, logged, and traceable. AI does not operate freely.
What Happens When the Interaction Layer Is Running
Conversion and compliance working together — in real inbound scenarios.
A visitor lands on your IUL landing page at 11pm on a Sunday
The interaction layer qualifies their intent, explains IUL in approved language, captures their information, and offers a booking link. The lead arrives in CRM with the conversation attached, so the agent knows what was discussed before they dial.
A prospect types "I'm ready to apply" mid-conversation
Intent detection classifies the high-intent signal and the lead lands in CRM with the conversation context. If no one reaches out within 10 minutes, the lead is flagged HOT and a follow-up task is created.
Your agency is running IUL campaigns and compliance risk is a concern
Visitor-facing answers come from approved templates rather than free-form AI generation, and required disclosures travel with each response. Conversations are logged for review.
A visitor needs support, not a sales conversation
Intent detection routes them to the support path. The escalation module hands off to the right agent with the session context, so the visitor does not need to start over.
Pricing & Plan Access
Public Chat & Lead Capture is included on all plans starting at Starter ($39/mo). All 9 modules are active — no per-module fees. Higher tiers unlock deeper integration with the Growth Engine and journey automation.
Works Best With
Public Chat & Lead Capture is more powerful when connected to the rest of the platform.
Stop losing visitors to a static form.
Put a governed interaction layer at the top of your pipeline: approved responses, lead capture, and context-rich handoff.