01
Forms ask for details first. Conversations earn them.
A contact form asks for a commitment before giving anything back. Visitors who still have a question, which is most of them, leave instead. A conversation flips the order: answer first, then ask.
BusinessLyft opens the conversation when a visitor shows interest, like lingering on pricing, reading most of a case study or heading for the exit, and answers from your content, including the exact page they’re on. Once they’re engaged, it asks for their details in a short form inside the chat, and every new lead is tagged, scored and summarised for your team.
Without an assistant
With BusinessLyft
Visitors with a question leave, or fill in a form and wait.
They get an answer straight away, then share their details.
A contact form waits at the bottom of the page.
A nudge arrives at the moment of interest: on pricing, on exit, after deep reading.
Every enquiry looks the same in your inbox.
Each lead is scored Hot, Warm or Cold, with a summary.
You can’t tell which page produced the lead.
The source page, country and local time come with every lead.
02
The playbook, step by step
A first version can be live today. Then watch the conversations and adjust.
- 1
Pick your high-intent pages
Usually pricing, services and case studies. That’s where a well-timed message makes the biggest difference.
- 2
Start from recipes
“Pricing hesitation”, “Deep reader” and “Campaign visitors” cover most sites. Preview them in test mode first.
- 3
Say what a lead needs
Use custom instructions to set which details to ask for, and when, for example email and company size after a pricing question.
- 4
Follow up fast
Work through the Lead manager from the top: Hot leads first, with the summary in hand.
03
Six tactics that don’t annoy people
Six plays that work on most websites. Start with one or two and add more as you learn.
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Pricing page nudge
Visitors on pricing are comparing. Offer help choosing after they’ve been reading for 20 or 30 seconds.
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Exit-intent save
One last helpful question as they head for the tab bar, never more than once a visit.
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Deep-reader prompt
When someone reads most of a case study or guide, ask whether they’re facing the same problem.
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Campaign greetings
Match the greeting to the ad they clicked using the UTM source, so the conversation picks up where the ad left off.
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Page-specific answers
With PageSense, questions about the page in view get precise answers, which keeps interested visitors talking.
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Ask at the right time
Ask for a name and email once the visitor has had an answer worth sharing their details for.
04
The features behind the leads
One starts the conversation, one keeps it useful, one sorts the results.
- Proactive engagement Triggers, targeting and frequency caps decide who hears from the assistant, when, and how often.
- PageSense Precise answers about the page in view keep interested visitors in the conversation.
- Lead qualification Every captured lead is scored Hot, Warm or Cold and summarised, so follow-up starts with the best ones.
05
Before you start
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It converts traffic; it doesn’t create it. It turns more of your existing visitors into leads. New visitors still come from SEO, ads and referrals.
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More messages isn’t better. Keep it to one to three messages a visit with a cooldown. Visitors who feel chased leave faster.
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Instant alerts take one extra step. New leads appear in the Lead manager. To be told straight away, add a webhook to email or Slack and ask the assistant to use it in your custom instructions.
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A lead starts with a form. A visitor becomes a lead when they share details in the chat. Anonymous chats are still kept in Conversations.