Prepared Chat Links & Smart Routing

Create personal, single-use chat links for named visitors. Prefill their details, route them to the right department, and send each link by direct URL, email or QR code.

Why Prepared Chat Links Matter

Remove friction at chat start and improve first-contact routing quality.

Faster Chat Starts

Send visitors directly into the right chat flow with a single prebuilt link instead of generic entry points.

Better Routing Quality

Attach one target department per link so inbound chats land with the most relevant team from the start.

Cleaner Pre-Chat Data

Configure pre-chat fields and dropdowns per scenario to capture the exact information your operators need.

How It Works

Set up and launch prepared chat links in minutes.

1) Create a Prepared Chat

Define the purpose, icon, and pre-chat fields, then generate a secure shareable link for that journey.

2) Share by Link, Email, or QR

Send the prepared link directly by email with optional QR code so users can open it quickly from mobile devices.

3) Route to the Right Team

Chats enter with the expected context and selected department, reducing triage time and handoff overhead.

Prepared Chat Capabilities

Purpose-built controls for support, sales, onboarding, and service workflows.

One Link, One Conversation

Each prepared chat link opens one conversation for one visitor and can't be reused. For website buttons, posters and campaigns, use your reusable Direct Chat Link.

Custom Chat Icons

Assign an icon to each prepared chat so sessions are instantly recognisable in busy chat lists.

Email + QR Delivery

Send prepared links directly to end users and include a QR code for quick mobile launch.

One-Click Resend

Resend the prepared chat email from the dashboard table without rebuilding the link or copy/pasting URLs.

Last Emailed Tracking

Track when each prepared chat was most recently emailed so teams can monitor outreach and follow-up timing.

Department Targeting

Require a valid department selection (when configured) so each prepared chat is intentionally routed.

Flexible Pre-Chat Fields

Collect names, emails, dropdown choices, and additional context with configurable required/optional behavior.

Secure Tokenized Access

Each prepared chat link uses a unique tokenized path so links can be shared safely without exposing admin controls.

Popular Use Cases

Deploy focused chat entry points across departments and channels.

Sales Pre-Qualification

Send campaign visitors into a sales-prepared chat that captures budget, timeline, and intent before operator handoff.

Technical Support Intake

Route support users to a technical queue with key diagnostic details captured upfront to reduce back-and-forth.

Onboarding & Success

Share onboarding links in welcome emails so new users enter guided setup conversations with your customer success team.

Public Sector Service Routing

Send residents personal links that open the right department with their details filled in. For posters in offices and service points, make a QR code from your reusable Direct Chat Link.

Prepared Chat FAQ

Quick answers for teams evaluating shareable chat link workflows.

Can we create different prepared links for different departments?

Yes. You can create multiple prepared chats and assign each one to its own department target so routing is explicit.

Can we email prepared links directly to users?

Yes. You can send links by email during creation and resend later. QR codes are included for mobile-friendly access.

Will operators know a chat came from a prepared link?

Yes. Prepared sessions are labelled in chat lists, including icon context, so teams can quickly identify link-driven chats.

Do prepared chat links work with broader workflow routing?

Yes. Prepared chat links complement the wider chat workflow and department routing strategy used in your deployment.

Launch Better Chat Entry Points Today

Create focused links, route with confidence, and reduce chat start friction across your customer journeys.