Prepared Chat Links & Smart Routing

Create reusable chat entry links tailored to each journey. Capture the right details, route to the right department, and share links instantly via 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.

Reusable Link Templates

Create links once and reuse them anywhere on your website, in email campaigns, or in operator workflows.

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

Create service-specific entry links for departments and publish QR posters for quick access in offices and service points.

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.