Written down once
What gets said in the chat goes into the CRM there and then, with the details exactly as the customer gave them.
Connect your portal and choose what the agent may do: find the contact, create or update it, open the deal with its company or open the support ticket. Every record arrives with the conversation attached.
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Webchat
Enquiries arrive at any hour and through every channel, and all of them end up in your portal with their contact, their record and their context.
What gets said in the chat goes into the CRM there and then, with the details exactly as the customer gave them.
The agent recognises your long-standing customer and answers with their history in front of it from the first message.
Whether they write from the website or from WhatsApp, the agent finds their record and completes it instead of opening another one.
Every opportunity lands in its pipeline and its stage, right where your sales team looks for it.
Five actions, each one switched on or off from your panel. The agent only does what you enable.
Before answering, it checks in HubSpot whether whoever is writing is already in your portal.
On WhatsApp there is no email address, there is a number. The agent searches by it and picks up the same history.
If they are not there, it creates them. If they are, it fills in what was missing without leaving a duplicate behind.
It creates the opportunity, links it to the contact and to its company, and places it in your pipeline so it shows up on the sales board.
Subject and content taken from the conversation, in the pipeline and the stage you choose, linked to the contact who asked.
An example of an enquiry that ends up in HubSpot without anyone typing anything.
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First name, surname, email, phone and company on the contact; subject and content on the ticket; name, company and stage on the deal. Each record also carries a note with the conversation.
Yes. Searching for a contact and creating one are separate actions: you can leave the search on and everything that writes off.
The conversation carries on as normal: your customer is attended to just the same and the incident is logged so your team can review it.
No. You connect the portal from the Aizy panel and switch on the actions. There is nothing to install in HubSpot and nothing to program.