From conversation to CRM contact
Connect Pipedrive or HubSpot and the agent stops being a chat log. Every qualified conversation becomes a contact your team can act on, with the exchange that produced it attached.
Qualification before handoff
The agent gathers what your team needs to act, in the flow of the conversation, instead of dropping a raw transcript on a rep to triage.
We are not your CRM
No competing pipeline to keep in sync. We write contacts and notes into the system your team already lives in, and stay out of the way.
Connected in clicks
OAuth from your own CRM account. Connect it, pick the agent, done - and revoke it from the same place whenever you want.
Never only in one place
Leads are kept in your dashboard as well, so a CRM outage or a revoked token costs you nothing.
What teams build with it
Three jobs this does the day you turn it on.
Leads that arrive qualified
The agent asks what your best rep would ask before it hands anything over, so what reaches the CRM is a named person with a stated need - not an anonymous chat-ended event.
The whole conversation, attached
Your rep opens the contact and reads exactly what was asked and answered. No guessing what they wanted, and no asking the customer to start again.
Out-of-hours coverage
Enquiries that land at 11pm get answered, qualified and filed before anyone is at a desk, so the morning starts with contacts instead of a backlog.
Where you set this up
The same build screen every feature is configured from — this row is the one you would touch.
Under the hood
The details you will want before you commit.
How it works
Connect
Authorise Pipedrive or HubSpot from Integrations - OAuth, with no API keys to paste.
Say what to ask
Set what has to be collected before a conversation counts as a lead.
Work the contacts
Qualified conversations appear in your CRM, transcript attached, as they happen.
Where it earns its keep
Industry playbooks that lean on this piece — what to build first, and what to charge.
Frequently asked questions
No, and deliberately so. We are not a CRM and do not try to be one: we create contacts and attach the conversation. Your stages, deals and automations stay exactly as your team built them.
You decide what the agent must collect before it hands over - usually a name and a way to reach them, plus whatever qualifies a buyer in your business.
They are matched to the contact that already exists rather than duplicated, and the new conversation is added to the record they already have.
Yes. Captured leads and contacts live in your dashboard with the same transcripts, and you can connect a CRM later without losing what came before.
How it compares
Side by side with the tools people usually weigh this against.
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Intercom Fin is the AI support agent inside Intercom's customer-service platform, priced per resolved conversation.
SuperCognit vs Zendesk AI →
Zendesk AI adds AI agents and copilots to Zendesk's enterprise customer-service suite.
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