bluegill

review conversations and convert leads

every visitor chat is logged with the full transcript. promising ones get flagged "ready" — the bot caught lead intent (asking about pricing, requesting a callback). convert them into marigold leads in one tap.

3 steps~2 min
  1. 1

    open the conversations tab

    every chat shows up here, newest first. click any row to see the full transcript.

  2. 2

    look for the ready flag

    ready conversations are surfaced at the top. these are the visitors who left contact info or asked the kind of questions that mean they're shopping.

  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 will answer them better next time.

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