Turn every website chat into a qualified lead — even off-hours
A configurable pre-chat intake form captures visitor intent, creates a scored, auto-assigned CRM lead on every submission, and gives you conversion analytics to prove the funnel works.
The problem
Visitors open a live chat without saying who they are or what they need, forcing operators to qualify from scratch. Worse, visitors who arrive when no one is online find nobody there and the interaction evaporates — a lead that never enters the CRM pipeline.
The solution
Website Livechat Leads adds a configurable pre-chat intake form that captures identity and intent before the chat starts. Every submission becomes a scored, auto-assigned CRM lead — online or off-hours — with a conversion analytics dashboard to measure the funnel.
Everything a sales team needs from live chat
Every capability below is implemented in the module.
Configurable Pre-Chat Intake Form
Capture visitor identity and query before the conversation starts, so operators never face a cold open.
Optional or Mandatory Per Channel
Choose whether the intake form blocks the chat or is skippable, tuned per Live Chat channel.
Preset Intake Templates
Ready-made configurations for Sales Lead, Support Ticket, and Newsletter Signup so a new deployment works out of the box.
Automatic CRM Lead Creation
Every completed intake becomes a structured, source-attributed lead in the CRM pipeline automatically.
Contact & Partner Auto-Creation
Creates a contact record when the submitted email is new, with per-channel control over how partner records are handled.
Lead Scoring — Cold / Warm / Hot
Every submission is scored from its answers so sales can prioritize the hottest leads first.
Auto-Assignment & Notification
Routes each lead to the right salesperson and sales team, then schedules a follow-up activity immediately.
Off-Hours Lead Capture
When no operator is online, the form still creates and routes a lead so no inquiry is ever lost.
Intake Conversion Analytics
A dedicated dashboard tracks submission volume, states, and lead outcomes so you can prove the intake layer is working.
How it works
Configure the Channel
Enable pre-chat intake on a Live Chat channel, choose optional or mandatory, and apply a preset template or add custom fields.
Visitor Submits Intake
The visitor fills the pre-chat form with their identity and query before the chat opens.
Lead Created & Scored
A contact, a scored CRM lead, and a submission record are created automatically and routed to the right salesperson.
Chat Starts or Lead Waits
If an operator is online the chat opens right away; off-hours, the lead is still captured and ready for follow-up.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It builds on top of the standard Website Live Chat module and adds a configurable pre-chat intake layer, CRM lead automation, and conversion analytics without changing the chat conversation experience itself.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Website Livechat Leads
A configurable pre-chat intake form that turns website chats into scored, auto-assigned CRM leads — including off-hours visitors — with intake conversion analytics.
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