Qualification with context
Lead records can retain classification, conversation summaries, preferences and a suggested next action. Treat AI classification as assistance to review, not a verified fact about a customer.
Know when to take over
Pause AI for a particular chat when an inquiry needs personal attention. Review the conversation before responding and correct saved lead information when necessary.
Local records and exports
Existing leads and conversation context are stored in your browser. Manage exported files separately, and include conversation text in a report only when appropriate. A local CRM view is not automatic synchronization across your team’s devices.