Offer instant meetings only when it suits you

Capture, qualify, and engage with leads when you’re available,
and when you’re not

Never leave a lead hanging

Offering instant meetings doesn’t mean you have to be available 24/7. Automated forms and chatbots will only offer instant meetings when you’re available. When you’re not, they’ll automatically offer a scheduled meeting instead. This way you’ll never miss an opportunity to engage with a lead.

Even if your default method of lead engagement is scheduled meetings, it’s not your only option. Your chatbots and forms identify piping hot leads, so don’t delay meeting with them. Offer hot leads an instant meeting instead of a scheduled meeting so you never miss the opportunity to convert.

Use automated chatbots to qualify leads for instant meetings

Create a chatbot that automates your lead qualification for instant video or phone calls.

Use conditional routing to personalize the qualification questions for each website visitor.

Use audience targeting to make sure the right visitor sees the right chatbot at the right time.

Learn more about automated chatbots

Use automated forms to qualify leads for instant meetings

Create a form that automates your lead qualification for instant video or phone calls.

Use conditional routing to personalize the qualification questions for each website visitor.

Use contact or account information to personalize the form experience.

Learn more about automated forms

Add instant meetings to your existing webforms

Create an automated chatbot that works with your existing webforms.

Use data from your webform to qualify leads before offering them an instant meeting.

Automatically offer an instant video or phone call instead of a live chat if no agents are available.

Learn more about webform plug-in

Maximize your engagement with instant meeting teams

Create instant meeting teams for agents with similar skill sets.

Maximize engagement opportunities by offering incoming instant meetings to all team members.

Monitor missed instant meeting opportunities and analyze team performance.

Distribute and assign instant meetings to your team

Use automated qualification questions to assign instant meetings to the right team.

Use contact or account information to assign instant meetings to the right team.

Use marketing campaigns or landing pages to assign instant meetings to the right team.

Looking for more ways to engage?

Don't keep your leads waiting

Give them a choice of engagement options

Live chats

Live Chat

Connect instantly using live chat.
No delays!

Learn more
Instant meetings

Instant meetings

Connect instantly by video or phone.
No delays!

Best practices & case studies
Scheduled meetings

Scheduled meetings

Schedule a time to connect by video, phone, or in-person.

Learn more