Web chat (live chat widget)
The Intellivizz CRM chat widget can be embedded on any website. Visitors can start conversations in real time; if no one's available, the conversation captures their contact info and routes to your inbox for follow-up.
Set up the chat widget
Go to Sites → Chat Widget
Customize: avatar, welcome message, primary color, position (bottom-left or bottom-right)
Set behavior: pop-up (auto-opens after X seconds) vs. button-only (waits for click)
Configure pre-chat capture: name + phone or email required before chat starts
Set business hours — outside these hours, the widget shows "Leave a message" mode
Click "Get Embed Code" and paste it into your website's <head> or just before </body>
AI chatbot mode
Intellivizz CRM supports an AI-powered chatbot that handles initial conversations 24/7, then escalates to a human when needed. Configuration is done as part of your onboarding by your specialist - specifics are tailored to your business and industry.
Industry-trained: pulls from your business profile, services, and FAQ knowledge
Captures leads even when your team is offline
Books appointments directly from chat (integrates with your calendars)
Hands off to a live agent when a customer asks for a human or hits an unknown question
Subject to fair-usage policy - unlimited AI chat included on all plans
Live agent handover
When you're notified of a chat (in-app, email, or LeadConnector push), open the conversation
If the AI bot is currently handling it, click "Take Over" to switch to human mode
The AI pauses; your replies go directly to the customer
Click "Return to Bot" if the customer no longer needs human help
TIP — Capture before you converse
Always require name + phone OR email before the chat starts. "Anonymous chat visitor" is useless if they ghost you mid-conversation. With contact info captured first, you have a real lead in your CRM and can follow up regardless of what happens in chat.
