What is the new Web chat conversational intake option?
Nutshell’s Web chat feature now gives you two ways to collect visitor info:
Form intake – a traditional form experience
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.
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.
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Create welcoming first impressions that drive more leads!
Make your Web chat feel more human with conversational visitor information intake—Collect the info you need while creating a more welcoming experience for your visitors.
