# Inbound and scheduling

A chat agent for your website, forms, lead qualification and routing, and a scheduler that books meetings on your team's calendars.

A note in italics after an item says when it's off by default, or needs your own account with another service. Every area: the [product overview](https://www.closefinch.com/product).

## Website chat, forms and routing

- Embeddable chat widget via JS snippet (theming, quick replies, CTA config, popup auto-open, teaser bubble).
- Proactive chat opener for returning visitors, personalized to their signals. *(Off by default.)*
- Engagement rules: who to engage, accounts to monitor without engaging, per-prospect instructions, daily message caps, and visitors who decline.
- Pre-conversation profile from CRM history, prior visits, live intent and pages viewed, with cross-visit memory.
- Matches a visitor to their CRM state (customer, open deal, closed-lost, owner) and shows the owning rep.
- Your own qualifying questions plus ICP match, giving a numeric score and an agent-qualified lead.
- Calendar gated on qualification (Book Meeting visible, but only high-propensity ICP buyers can book).
- Answers from your knowledge base with source citations, a plain I don't know when it doesn't know, and a handoff to a person.
- Private-context documents used for reasoning but never surfaced or linked to visitors.
- Prices and limits copied from cited sources, never computed by the model.
- Push-to-talk voice conversation on your website. *(Off until speech-to-text is set up and your site turns voice on.)*
- Text and voice in one conversation, without asking the same questions again.
- Modular on-page blocks (demos, videos, CTAs) rendered outside the chat.
- Dynamic offers per buyer and per buying-committee member, timed to moments.
- Agent-delivered first-call pitch, slide deck or site walkthrough.
- Interactive product demos inside the chat and guided live product tours.
- Greeting in the visitor's preferred language on arrival.
- Live monitor of active visitors and conversations for reps.
- Real-time high-intent alerts to Slack (pricing question, demo request, key-page visit), so a person can step in by chat, email or call.
- Form builder and smart forms that display the scheduler instantly; agent-generated public forms.
- Lead routing: round-robin within queues skipping out-of-office reps, territory by region/country/segment/vertical, account-ownership matching, branch routing.
- Per-decision routing audit log showing which rule decided.
- SDR→AE handoff with meeting credit attribution.
- Inbound routing that grades every form fill or chat against your ICP and routes it with the reason.
- Partner-referral intake from email and forms: create the account, link the partner, notify both owners.
- Enterprise demo-request prep from your CRM: the likely committee, ownership and open deals, an agenda and a demo path.
- Off-hours coverage that returns leads to SDR queues in business hours.
- Lead intake from Facebook Lead Ads, Google Forms, Sheets, Typeform, CSV and portal leads. *(Off until set up.)*
- Non-fit deflection and caller screening.
- Malicious or sensitive conversation flagging and moderation that can end a conversation.
- Community-channel agents (Slack communities, Discord, GitHub Issues and Discussions). *(Off until set up.)*
- In-product guide agent (setup walkthroughs, activation and upgrade nudges).
- Paid-ads landing-page conversion and ABM page personalization.
- Two-way Slack conversation between rep and website agent, with live human takeover and transcript.

## Scheduling

- Book directly on rep calendars after checking availability across multiple internal calendars.
- Booking links via Calendly, Cal.com or Chili Piper inserted in replies and messages.
- Native scheduler: booking pages, routing queues, group events, round-robin, time zones, a scheduler step in workflows, and agents booking for the team.
- Mid-call voice booking with the invite or link sent by SMS or email before hang-up. *(Needs your own Telnyx account.)*
- Booking onto field-service dispatch boards (ServiceTitan, Jobber, Housecall Pro). *(Needs your own ServiceTitan, Jobber or Housecall Pro account; automatic booking is off by default.)*
- Appointment reminders and no-show rescheduling. *(SMS reminders need your own Telnyx account.)*
- Meeting attribution: bookings matched to emailed contacts and counted per campaign.
- Tentative hold on a calendar slot while the invite waits for approval.
- Automatic follow-up scheduling after a send, with callbacks queued.