Conversations are the heart of your business, but without tracking, they can quickly become lost. The Chat Quotient provides a structured way to track every interaction.

Using Sales Pipelines

A pipeline is a visual way to track where your customers are in their buying journey.

1. Stages: Define stages like “New Lead,” “Negotiation,” and “Deal Closed.”
2. Move Contacts: Drag and drop contacts as they progress through the funnel.
3. Visualization: Use the Kanban board in your dashboard to see your entire pipeline at a glance.

Managing Tasks & Reminders

Don’t rely on your memory. Set a task for every contact that needs follow-up.

1. Open the Tasks tab in the CQ sidebar.
2. Add a task name and set a due date/time.
3. Assign the task to yourself or a team member.
4. Get notified when the task is due.

Internal Notes for Context

Shared context is key for sales and support teams.

• Customer Preferences: “Prefers phone calls over chat.”
• Interaction History: “Sent the pricing brochure on Monday.”
• Important Details: “Customer’s birthday is June 15.” These notes are internal and only visible to your team.

Chat Summaries

Need to catch up on a long conversation?

1. Click the Summarize button in the CQ sidebar.
2. Our AI will generate a bulleted list of the most important points from the chat history.
3. Save the summary as a note for future reference.