InstantConnect: Turn text conversations into real-time sales connections
When a visitor wants to speak to someone, InstantConnect connects them to your team immediately. No manual follow-up. No dropped handovers. No delay.
What InstantConnect enables

Routes conversations to sales teams in real time

Shares concise summaries with sales teams

Transfers full chat context instantly to your team

Supports immediate call connection

Works alongside your existing sales workflows

Why it matters
Buyer interest is short-lived, and most prospects compare multiple providers. The brand that responds first, with full context, is far more likely to win.
InstantConnect removes delay at the moment conversations would otherwise stall or be lost.
Sales teams see who the customer is, what they need, and what’s already been discussed, before the call even connects.
Instant Connect FAQs
How does InstantConnect work?
Once a chat conversation has been qualified the chat agent will offer the option to get on a call with a sales representative. If the visitor wants to move ahead they will provide their number and InstantConnect will dial both the sales rep and the visitor, allowing the conversation to move from chat to phone call.
How does this work with our IVR?
Whilst we can set up InstantConnect to work with your pre-existing IVR functionality, we suggest using direct dials for the best connection rates and customer experience.
What happens when a call is disconnected?
Before accepting the connection, the designated receiver will be provided with an overview of the chat as well as the leads phone number. This will allow for a redial if there is a disconnection.
How is it engineered for incremental inquiries?
Sometimes calls are missed or the receiver is on another call. When this happens, InstantConnect launches a second connection attempt. Our SmartChat chat agents also stay connected on chat during the connection process to ensure continual and clear communication.
If a call cannot be connected, the chat agent will discuss the next steps with the lead and pass through all lead details as usual.
How easy is it to set up?
We will require a few details such as the phone numbers to call, and will run a few tests with the recipient, but we manage all of the setup making InstantConnect very easy to deploy. This takes a few hours at most.
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