Gather Crucial Information From Website Visitors in a More Natural Way

Engaging your visitors should be easy and welcoming from the very first question. Our new conversational intake option for Web chat makes it easier to gather essential prospect information in a natural way, leading to more positive experiences.

Getting valuable information from your site visitors is crucial. But collecting that information using traditional forms can feel like more of a chore and create friction right when a potential lead is trying to get help or ask a question.

That’s why we’ve introduced a more natural way to collect visitor information through our Web chat widget. With it, you can ensure a smoother, more welcoming experience to kick off the chat on the right foot while you capture the information you need.

What is the new Web chat conversational intake option?

Nutshell’s Web chat feature now gives you two ways to collect visitor info:

1. Form intake – a traditional form experience
2. Conversational intake – a more conversational, step-by-step approach.

With our new conversational intake option, instead of seeing a wall of form fields, visitors are guided through short, simple questions inside the chat itself. The result? A more engaging experience that feels natural and approachable. This is especially helpful for visitors on mobile devices, where lengthy forms can feel overwhelming.

How does the Web chat conversational intake option work?

You’ll find the new chat intake option when customizing your Web chat intake or offline form. Instead of showing all fields at once, you can choose to ask questions one by one in a conversational flow. Visitors can respond naturally, just like they would in any chat.

You can enable conversational intake with a single click, add a custom greeting to introduce the form, and decide whether to use the same format when your team is offline. You can also switch between standard and conversational modes anytime—no redesign needed.

The data you collect—like name, email, and phone number—flows straight into Nutshell so your team can pick up the conversation right inside your CRM. 

Read our support article to learn more.

How do I access the conversational intake option in Web chat?

All users who have access to Web chat can access and implement the new chat intake option. Our Web chat tool is available to all Engagement Foundation users, which is included with all Nutshell Sales plans.

Turn more visitor chats into leads with a positive first impression

Traditional forms remain a vital lead generation tool, but forcing every visitor to fill in a series of form fields before they can ask a question isn’t always the best approach. By giving you the option to gather information conversationally, Nutshell’s Web chat tool lets you adjust your approach to suit your needs.

Ready to meet visitors with warmth and responsiveness from the very first interaction? Try our conversational visitor intake option today—or reach out to our support team if you need help getting started.

Not a Nutshell customer yet? See our award-winning CRM in action when you sign up for a free 14-day trial today—no credit card required!

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