Peak Chat / For sales teams

The form came in at 2 pm.The call back the next day.

Between interest and first call, time gets lost and context with it. Peak Chat is meant to meet prospects in conversation, ask your qualifying questions and hand over to the right person with a summary. That is planned. Today the Peak Chat inbox bundles your conversations per person, and a message can become a task.

Your goal for the next step

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

Local draft · no product activation

See two cases

Two sample cases with made-up data.

The lead is warm. Now.

Sample leads / made-up data

01Interest02Qualification03Handover

Working world / inbound sales

From a click to a prepared call.

Interest: A question on the pricing or product page
Qualification: Your questions, your rules
Handover: A summary to the person responsible

Editorial working card · not the product view

For sales teamsInterest → Qualification → Handover

Your handover

What should be clear in the first call already?

Create a local note with made-up details. It shows which information a good handover needs and is never saved.

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

Peak Chat / Start noteLOCAL DRAFT

02 / Your start noteLocal preview

Three thoughts. A clean handover.

Draft · not yet put together

The need: Still open
Owner: Still open
The next step: Still open

Your input appears here right away. With “View the start note” you check the three details locally.

Two typical situations

Who is reaching out right now?

Pick the case. Conversation, handover and sample note follow the situation.

Pricing page

A prospect asks on the pricing page whether the product fits her team.

The action: Planned: Peak Chat asks your qualifying questions and explains why a lead counts as a fit.
The intent: A handover with need, timing and reasoning instead of a bare form entry.

Working example / New inbound lead

The handover note

Need: Bundle a team's enquiries
Reasoning: Team size and timing match your rules
Handover: To account executive, simulated

Editorial structure sketch · not a customer reference

The cases are editorial examples with made-up data. The live demo shows the planned flow as a simulation.

To the product status

Does this fit you?

A clear job. Clear limits.

One lead.
One clear handover.

What Peak Chat is meant for.

You get inbound enquiries and want to get into conversation faster.
You want to set your qualification rules yourselves.
Customer conversations run across several channels.

Inbox todayQualification planned

No second CRM

What doesn't exist yet.

Automatic lead qualification is planned, not available.
Peak Chat is not a second CRM; contacts stay in Peak CRM.
No bulk sending and no cold outreach from the chat.

What exists today

Play through an inbound lead in the demo.

The live demo shows the planned way from interest to handover as a simulation. What exists today: the Peak Chat inbox with one conversation per person and tasks from messages.

See the live demo

Peak Chat / Your next step

The best moment for a conversation is now.

Pick the case that costs you time more often and write down what a good handover must contain.

See two cases

Local working example

The right call at the right time.

A summary to the person responsible

Frequently asked questions

Do I need a CRM for this?

The plan is that conversations sit with the contacts in Peak One. Peak Chat does not keep its own contact list.

Can I try this today?

Not as a finished product yet. The live demo shows the planned flow with example data; no real customer data is processed there.

Where do the conversations end up?

The plan is that each conversation lives with the person in Peak One it was held with, not in a separate chat database. Until that is built, this is a plan, not a promise.