Pulse
Capture leads from Pulse chats
Every chat is a potential customer. Here's how Pulse turns a website conversation into a lead you can follow up on.
Colin LawlessCo-founder, CTO4 min readUpdated Jun 9, 2026Answering questions is half of what Pulse does. The other half is catching the visitor's details before they leave, so a late-night chat becomes a lead waiting for you in the morning.
How a chat becomes a lead
When a visitor shares their name and email in the widget, Pulse creates a lead and attaches the whole conversation to it. You don't wire anything up: capture is built into the widget. The visitor keeps chatting; you get the contact.
Where leads land
New leads show up in Leads (the Main group in your sidebar). Open one and you get the full picture: who they are, how they reached you, and the chat that produced them. Leads that need a quick human response surface in Rescue so they don't sit.
Read the session behind a lead
Every captured lead links back to its chat. Open Pulse → Sessions to read the full transcript: the questions asked, what Pulse answered, and where the visitor left off. That context tells you what the person actually wants before you reply.
The transcript is your script
Skim the session before you follow up. If they asked about weekend availability, lead with weekend availability. You already know what they came for.
Follow up fast
Speed is the whole game with inbound leads. Work them straight from the Leads list: the contact details and the conversation are already there, so you can reply with context instead of starting cold.
Nothing slips
With capture on, a question you'd have missed at 11pm is a named lead with a transcript by the time you're at your desk. That's the difference between a chat widget and a salesperson.