Know who you are talking to right away
Name, email, location, local time, and past chats sit next to every conversation you open.
Live chat that drives qualified leads
Text picks up emails from the chat and from the forms already on your site.
The AI Agent qualifies each lead, and sales gets it with the conversation attached.
Start free trial
No credit card requiredFree 14-day trial
Text is intuitive live chat software from the team behind LiveChat.com, HelpDesk.com, and ChatBot.com, products used by 30,000+ customers worldwide.
From first question
to booked meeting
A visitor asks if a property is still available. The AI Agent says yes, offers a viewing, and books it. Your team sees the new lead in the visitor list.
See who is on your website right now
The live visitor list shows each person’s current page, location, and past chats. Spot a returning visitor on the pricing page and say hi while they are still reading.
See what caught their attention
See the pages a visitor opened and how long they stayed on each one before you reply.
Turn questions into contacts
Offer a follow-up by email, and the address lands on the contact for your sales team.
Say hi before
they close the tab
Show a greeting on your pricing page or to anyone with items in the cart, or invite one visitor to chat by hand. The details they share land on the contact.
Capture the lead details
The AI Agent asks for an email, a budget, and a timeline, then saves the answers and a chat summary on the contact. Your sales rep picks it up from there.
Collect leads when no one is online
After hours, the chat can ask for an email instead of going quiet. An AI Agent can collect it, and the message waits in your inbox for the next shift.
Qualify leads in conversation
Agents ask about needs, budget, and timeline, and note the answers on the contact. An AI Agent can ask the same questions when the team is busy.
Transcripts stay with the contact
Conversations stay on the contact, with a short summary on top. Whoever follows up sees what was asked and promised without rereading the chat.
Write follow-ups that sound right
Draft the follow-up in the message box, then let AI rephrase it, expand it, or fix the grammar. One click makes it more formal or more polite.
Connect Text with
your existing tools
Send each lead to Mailchimp, Klaviyo, or Salesforce with the chat that started it. Messages from WhatsApp, Messenger, and Instagram land in the same inbox as your website chat.
“Thanks to the AI agents, we can let the chat campaigns be online
even during the evenings, nights and weekends.”
Customer Service Manager, Nuvoo
Move leads from chat to follow-up
Transfer the chat to a sales rep, tag it as a lead, or turn it into a ticket. The transcript goes with it, so the next person knows what the visitor asked.
Transfer the chat to sales
Route sales chats from the pre-chat form, or transfer mid-conversation with the full transcript.
Follow up from your tools
When a chat ends, a Workflow can create the lead in your CRM and notify the team.
Send each lead to the right team
Build teams, route chats by page or country, and choose who can change the setup.
Teams
Create a team for sales, support, or any group you need, and assign chats automatically or by hand.
Routing rules
Route chats by page, domain, or country, like pricing page chats to sales or German visitors to a German team.
Roles
Admins manage routing, integrations, and billing. Members chat with visitors and follow up on their leads.
“I've worked with the big vendors.
Never had this level of support.”
Workforce Systems Expert at Milano Cortina 2026 Winter Olympics
Put a dollar value on each greeting
A visitor chats, then orders 15 minutes later. Text links the order to that chat, and the campaign report shows sales and conversion for each greeting.
Goals attributed to chats
See which conversations led to a booked demo or a completed checkout.
Campaign conversion report
Compare campaigns displayed with chats started to see which greetings bring in leads.
“We added over $1.5M in revenue in the first eight months.
All from sales that started in the chat.”
CRM and Digital Manager, Experiences by Wembley Stadium
Data security and consent
Lead details stay on the contact until you send them to your CRM. Add a consent note for GDPR and US state privacy laws.
- CCPA
- WCAG 2.2
-
SOC2
- GDPR
-
PCI DSS – SAQ A
- BBB Accredited Business
- Data Privacy Framework
Set up your lead capture workflow
You can start live chat lead generation with a website and one person to answer chats.
Install the chat widget
Paste the snippet or add the plugin, then open your site on a phone to test it.
Build the pre-chat form
Ask for a name, an email, and consent, and leave every other question for the chat.
Set up chat routing
Send each chat to the right team, and choose what happens after hours.
Connect your tools
Send leads to Mailchimp or your CRM when a chat ends, transcript included.
Agree on the handoff
Decide what counts as a qualified lead, who follows up, and how fast they reply.
Check reports weekly
Look at campaign conversions, missed chats, and which leads sales accepted.
Lead capture FAQ
What to check before you start live chat lead generation: setup, after-hours coverage, data, plan limits, and measurement.
What setup and staffing does live chat lead generation require?
You need a website you can add a script or a plugin to, and at least one person who answers chats during your stated hours. That person can also set up the pre-chat form, routing, and integrations. Larger teams usually split the roles into agents who chat, a sales group that receives transfers, and an admin who owns the settings.
What happens after a manual chat invitation?
When an agent invites a visitor to chat from the live visitor list, the chat opens directly and the pre-chat form is not displayed, even if it is turned on. The agent asks for the name and email in the conversation and saves them to the contact. If you need the form every time, rely on greetings and campaigns instead of manual invitations.
What happens outside business hours?
With widget availability set to “Always”, visitors can send offline messages when no agent is online. The widget asks for an email, so your reply reaches them, and the conversation waits in your inbox. An AI Agent can answer common questions and collect details in the meantime if you configure one. Text does not staff your chat for you.
What data does the Mailchimp integration transfer?
The Mailchimp integration sends the contact’s email address, their opt-in status, and tags tied to your campaigns to a Mailchimp audience you choose. It requires a Mailchimp account, and Mailchimp’s own pricing applies. Check the integration page for the current field list before you rely on it.
How is lead data protected and how do I collect marketing consent?
Chat transcripts and contact details are stored in your Text account, and you decide which team members can access them. To collect consent, add a required checkbox to the pre-chat form using the ready-made clauses for GDPR, US state privacy laws, and AI disclosure, then adjust them to your data and retention period. Read the data security details for the full picture.
Which plan limits and additional costs apply?
Plans differ in the number of live visitors you can track, the number of campaigns, the length of conversation history, and the AI resolutions included each month. Prices are per team member, with a discount for yearly billing, and a 14-day trial with no credit card. Third-party apps such as Mailchimp or your CRM bill separately. See Text pricing for current numbers.
How should I measure lead quality and conversion?
Track three numbers each week: chats started, contacts collected, and leads your sales team accepted as qualified. Add goals for the outcome that matters, such as a booked demo or an order, and attribute them to the chats that led there. Review the chat transcripts of rejected leads to adjust your pre-chat form and qualifying questions.
Are the features on this page included in my LiveChat plan?
No, your LiveChat plan stays the same. The features and capabilities on this page are part of Text and are available under Text pricing plans. They are not included in LiveChat plans, including legacy LiveChat subscriptions. Availability, limits, and pricing depend on your Text plan. If you’re on a LiveChat plan and want these features, you can move to Text.