24/7 automated lead capture that answers first, even after hours.
Answer visitors’ questions from your own content, ask the qualifying questions you choose, and send each lead to Freshsales with the conversation attached.
- In-chat lead forms
- Website and WhatsApp
- Syncs to Freshsales
From first question to a lead in your CRM, in 4 steps
The data shown is example data. For the thinking behind each step, read our lead generation chatbot guide.
Answer the visitor’s question
Visitors ask about pricing, fit or features and get an answer from your own pages and documents.
Ask what your team needs to know
Once the question is answered, collect a name, email, phone number and the details you choose with an in-chat form.
Hand hot leads to a person
During your working hours a teammate can claim the chat in the shared Inbox. Outside them, the visitor sees your offline message.
Sync to your CRM
Leads sync to Freshsales when they’re created, with their source, interest and the conversation.
"Hi! Can ZynfoAI handle support for our 20-person customer team?"
- Support team of 20 to 50, wants to start this month.
- Asked about WhatsApp and Freshsales sync.
- Prefers a reply by email.
What the agent does with every enquiry
Answer first, then collect the details your team needs. Values shown are example data.
A score and a status for every lead
Each lead gets a rule-based score from the details and interest it shows, with your qualifying answers beside it. Move leads from New to Converted.
Ask only for the fields you use
Build the form from text, email, phone, number and URL fields. It appears in the chat after the visitor’s question is answered.
Live handoff that respects your hours
Inside your working hours a teammate joins the chat. Outside them, visitors see your offline message and their details are still saved.
Leads sync when they’re created
New leads go to Freshsales automatically, with their source and interest. You can also sync a lead again from the Leads page.
Answer first, ask second
A form asks for details before it gives anything back. A chat can answer the question first, while the visitor is still on the page. Most companies reply to online leads too slowly.
One question at a time, after an answer
Long forms ask for everything up front. In a chat, the visitor gets their answer, then shares the few details your team needs.
Answers from your content
The agent answers from the pages and files you add, and says so when something isn’t covered.
24/7 lead capture, even when you’re offline
Visitors who arrive in the evening or at the weekend still get an answer and can leave their details.
Every lead comes with the conversation
Each lead keeps its source, interest and the full chat, so whoever follows up knows what was already asked.
From chat to your CRM
Leads and conversations end up where your sales team already works. Each new lead is pushed to Freshsales as soon as it’s captured, so your reps see it without copying anything across.
Slow email follow-up
Leads fill out a form and wait for a reply. By the time someone responds, they may have moved on.
Answered now, followed up with context
Prospects get their questions answered while they’re on the page, and your team gets their details with the conversation attached.
Intro calls spent on basics
Reps spend first calls finding out details a short chat could have collected.
A clearer lead list
Every lead includes contact details, the questions they asked and the answers to your qualifying questions.
Questions about AI lead generation agents
Qualification, handoff and CRM sync.
What is 24/7 automated lead capture?
It means every visitor who wants to get in touch can, at any hour, without someone on your team watching a chat. In ZynfoAI, an AI agent answers the visitor's question from your own pages and documents, collects their details in the chat, and saves the lead with the conversation attached.
How does it work at 11pm on a Sunday?
The agent is always on. A visitor who arrives at 11pm asks their question, gets an answer from your content, and leaves their details in an in-chat form. The lead is saved and synced to your CRM, and your team follows up in the morning with the full conversation.
Which converts better, a web form or a conversational AI agent?
On pages where people have a question before they get in touch, like pricing or quotes, a chat that answers first tends to start more conversations. For clear requests like a callback, a short form works just as well. The fair way to decide is to run both on one page with the same fields.
How do I get leads from website chat into my CRM automatically?
Connect Freshsales in ZynfoAI. Every lead saved in the chat syncs when it's created, with its source, interest and the conversation, and you can sync a lead again by hand from the Leads page. CRM integrations are included on the Professional and Enterprise plans.
Can a hot lead talk to a person straight away?
Yes. Tell the agent which leads deserve a person now. During your working hours the chat is handed to a rep in the shared Inbox with the full history. Outside them, the lead is saved and your offline message says when someone will reply.
Does it work on WhatsApp?
Yes. Connect WhatsApp Business through Meta's Embedded Signup and the same agent answers, collects lead details and hands off to your team on WhatsApp. Those chats arrive in the same Inbox as website chats.
Turn tonight’s visitors into tomorrow’s leads.
Start the 7-day free trial and test the agent on your own pages before you go live.