4.6

Customer Connect + Weply

Turn chat inquiries from Weply into information for sales opportunities.

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Overview

A chat on your website can be the start of a deal. The Weply integration takes the chat content into Customer Connect, where it is interpreted as information for sales opportunities.

Getting started

Generate an API key under Weply in the integration settings and enable the integration. Review the connection with us and Weply. Check the information from the chat before moving on to ownership and follow-up.

What you can do

  • Make use of the chat conversation

    Chat messages from Weply are sent to Customer Connect.

  • Understand the customer's needs

    AI interprets the chat content as a basis for creating sales opportunities.

  • Continue in Customer Connect

    Review the information and plan the next contact with the customer.