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Peak Chat / Solutions / Lead generation

Visitors ask questions.Good answers turn them into clients.

Many visitors leave before they fill in a form. Peak Chat is meant to meet them where they are reading: answer a question, ask two short follow-ups and hand the team a need it understands. This AI flow is planned. Try the idea on an example of your own.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
Try the flow on an example

Local example · nothing is sent or stored.

One visit. One conversation. One clear lead.

Question / Understand / Handover

01Question02Understand03Handover
Example / Website conversation

What a visit is meant to become.

Question
A visitor asks about a service, right on the services page.
Understand
Two follow-up questions clarify reason, scope and timing.
Handover
A summary with the next step for your team.
Example with fictional data · not the product interface

Your website conversation as an example

Three answers, one lead path.

Describe who comes, what they ask and what should exist at the end. Everything stays in this open preview.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Chat / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three answers. One path to a lead.

Draft · not yet put together

Visitor
Still open
First question
Still open
Outcome
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

The planned flow

From the first sentence to a lead you understand.

The example shows a sample agency with fictional data. The steps describe how Peak Chat is meant to guide the path once AI qualification is built.

  1. 01Ask

    The visitor starts.

    Question

    A visitor asks about a service, right on the services page.

    A shop owner asks in the chat whether the agency also takes on small projects. She doesn't need to create an account.

    Website → first question
  2. 02Understand

    Two short follow-ups.

    Understand

    Two follow-up questions clarify reason, scope and timing.

    The plan is for the chat to ask about goal and timeframe instead of showing a long form. Every answer stays visible in the conversation.

    Conversation → need in bullet points
  3. 03Hand over

    The team takes over.

    Handover

    A summary with the next step for your team.

    At the end there is a summary for the team. In the example this only becomes a local note, not a real contact.

    Sample artifact → lead note

What exists today

See the flow in the live demo.

Today Peak Chat brings conversations from email, Slack, Teams and WhatsApp Business into one inbox, and Peak Helpdesk's guest chat takes questions from website visitors. The live demo shows the planned lead flow with sample data.

View the live demo

Peak Chat / Your next step

Every question is a beginning.

Walk through the path on your example. Then you know which questions your chat should ask one day.

Try the flow on an example
Local working example

Every conversation becomes an outcome.

A summary with the next step for your team.

Frequently asked questions

What can Peak Chat do today?

Peak Chat brings Gmail, Outlook, Slack, Teams and WhatsApp Business into one inbox. You can mark conversations done, keep drafts and turn a message into a Peak task.

Does Peak Chat answer automatically with AI today?

No. Automatic AI answers are planned and not available today. You write the replies yourself.

Where will inquiries go later?

The plan is for inquiries to land as contacts in Peak CRM. Today you can capture inquiries with Peak Forms, which is available as its own app.

More in Peak Chat