Chatbot: Capture Notes

Capture, Maintain and Refer Agent Notes for every visitor/user interaction

This is to provide agents/sales and marketing executives an avenue

• to capture notes while interacting with a prospect/customer over call/chat

• to refer to those captured notes, along with other conversation data while performing customer analysis or lead qualification

Capturing of Notes can be done in our application or through integration with Notes application/Reminder Application

The notes can be maintained in and referred from either CRM or IntelliLeads Collection, just like conversation data