Configuring Chat Goals
Your chat agent's goal determines how it steers conversations and what it tries to achieve.
Available Goals
| Goal | Best For | What AI Does |
|---|---|---|
| Capture Email | General lead gen | Asks for email to send more info |
| Book Demo | SaaS, services | Pushes to schedule a demo/meeting |
| Start Trial | SaaS products | Encourages free trial signup |
| Get Quote | Services, agencies | Collects requirements for custom quote |
| Capture Phone | High-touch sales | Asks for phone number for callback |
| Support Only | Existing customers | Answers questions, no sales push |
Setting Your Goal
- Go to Chat Widget > select your agent
- Find Goal Configuration section
- Select your Primary Goal
- Configure goal-specific settings (see below)
- Save changes
Goal-Specific Settings
Book Demo
- Goal URL: Link to your Calendly, Cal.com, or booking page
- AI will direct visitors to this link after qualifying them
Start Trial
- Goal URL: Link to your signup page
- AI emphasizes "free trial, no credit card required"
Get Quote
- No URL needed
- AI collects requirements (needs, timeline, budget range)
- Then asks for email to send quote
Capture Phone
- AI prioritizes getting phone number over email
- Good for businesses that convert better over phone
Support Only
- AI does NOT push for contact info
- Purely helpful, answers questions
- Only offers contact info if visitor specifically asks
Custom CTA
Set a custom call-to-action that the AI uses when closing:
Default: "Would you like more information?"
Custom examples:
- "Want me to send you our case studies?"
- "Ready to see how we can help?"
- "Can I book you a quick 15-minute call?"
Tips for Each Goal
Capture Email (Default)
- Keep it simple
- Works for most businesses
- Low friction for visitors
Book Demo
- Best when your product needs explanation
- Higher intent leads
- Requires calendar tool integration
Start Trial
- Best for self-serve SaaS
- AI handles objections about commitment
- Emphasizes risk-free trial
Get Quote
- Best for custom/variable pricing
- AI qualifies before asking for contact
- Collects useful context for sales team