Feature

Chatbot Tracking

Deploy website chatbots, review transcripts, run qualification flows, and connect chat projects to CRM records and pipeline outcomes.

Chat projects and transcripts

Chat projects define how a bot behaves on your site. Transcripts capture every session so operators can audit responses, follow up, and improve qualification logic.

Qualification built in

Qualification flows assess visitor intent and collect structured answers. Results feed the same Pam Pod workspace used for CRM, inbox, and campaign follow-up.

From chat to revenue motion

When a visitor shows intent, operators can move them into prospect or contact records and continue the conversation through inbox or outbound sequences.

Related

FAQ

Where do chat transcripts live?

Transcripts are stored per Pam Pod and available in the chat section of the workspace for review and follow-up.

What is intent assessment?

Intent assessment evaluates what a visitor wants based on chat answers and behavior signals. It helps operators prioritize follow-up inside the same CRM and inbox flows.

Can chatbot leads enter the CRM?

Yes. Qualified chat sessions can connect to prospect, contact, and deal records so outbound and inbox teams work from one source of truth.

See this in your workspace

Book a demo to walk through this capability with your team.

Chatbot Tracking | Pamphlet