Sales and enquiries

An enquiry that waits is an enquiry somebody else answered. This is the set-up for responding quickly on whichever channel it arrived on, and for keeping what was said attached to the person rather than to the agent who happened to take it.

What a sales or enquiries team puts together

Answer where the enquiry arrived

Website chat, WhatsApp and SMS in one inbox, so an enquiry does not have to be moved into email to be worked on.

Route it to the right person

Assignment policies and teams put an enquiry with whoever handles that product, region or language, within business hours.

Keep the context on the contact

Custom attributes, notes and the activity timeline mean the next conversation starts from what was already said, by whoever is on shift.

Reach back out deliberately

Build an audience from the fields you keep and send a one-off campaign to it — on WhatsApp with an approved template, or by SMS.

Worth knowing

This is not a CRM: there is no deal pipeline, no forecast and no quote in this product. The LeadSquared connection exists for pushing contacts into a CRM you already run, and it is off until enabled for your account.

Read the documentation

Works with these channels

Audiences Build a contact filter once, share it with the team, and reuse it across campaigns and automation. Campaigns Ongoing live-chat campaigns on your website, and one-off campaigns to a chosen audience. Contacts Custom attributes, notes, import and export, segments, merge, and multi-channel identity so one person is one contact across channels. Automatic assignment Round robin and fair distribution with a limit and a time window, team routing, availability states and per-inbox business hours.