bluegill

review conversations and convert leads

every visitor chat is logged. the ones with lead intent get flagged ready — the bot caught a question about pricing or a request for a callback. one tap drops them into marigold.

3 steps~2 min
  1. 1

    open the conversations tab

    every chat shows up here, newest first. ready conversations bubble to the top.

  2. 2

    open a transcript

    click any row to read the full chat. you'll see the visitor's email or phone if they shared one — that's what makes a lead.

  3. 3

    tap "convert to lead"

    the visitor's contact info pre-fills a marigold lead. follow up from your marigold pipeline like any other lead.

    tip

    even non-ready conversations are worth scanning weekly. you'll spot questions you should add to your faqs — the bot answers them better next time.

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