Use case
Catch the visitors who stall on account opening
Account opening has questions about documents, KYC and charges. A Call button on those pages turns a hesitation into a conversation.
Last updated
How it runs
- Visitor on /open-account has a question and clicks Call.
- Intake asks topic: Open an account.
- The onboarding team rings.
- The call is logged as a lead with campaign tags, so marketing sees which ads brought the call.
The rule to set
Topic 'Open an account' or URL /open-account/* rings the onboarding team.
Features used
Questions we get asked
Can we see which campaign produced a call?
Yes. Each call carries page, referrer and UTM tags, shown in the lead inbox.
Can calls be recorded?
Yes, per department, with consent shown before the call starts.
Put a Call button where your phone number is today.
Free for one person and 100 browser minutes a month. Larger firms can start with a pilot on one department.