Automate Follow-Up for Chat Leads Who Didn't Book

Chat signals high intent, someone actively engaged and raised their hand. But most of that intent leaks when visitors drop off before booking. Teams rely on inbound SDRs to manually review chat logs, identify who to follow up with, and push them into sequences one by one. That delay means qualified leads go cold before anyone gets to them.

Build a segment of visitors who chatted in but didn't complete the booking, then automatically route them into your existing follow-up sequence, no manual SDR action needed.

Step 1: Create a First-Party Signal

Go to First Party Signals → Create New Signal. Under Chat Engagement, apply these filters:

• Email is captured = true
• Booking link was shown = true
• Booking link clicked = false

Save the segment. These are visitors who were qualified, engaged, left their contact info, and just didn't finish booking.

Step 2: Create an Orchestration

Under Outbound Agent, create a new orchestration. Set the trigger to Chat Engagers, this captures anyone who interacted with the chat, whether or not they left their email. Filter your audience to the signal you just created.

Step 3: Route to Your Sequence

Push the audience into your existing inbound SDR chat follow-up sequence. You can also route to a social campaign or CRM. The orchestration runs continuously, so every qualifying chatter gets picked up automatically from that point forward.

Qualified chatters who didn't book get pushed into follow-up the same day, while the visit is still fresh. No manual triage, no missed pipeline. Because the signals are specific (email captured, booking link shown, booking link not clicked), you're not running cold outreach, you're re-engaging people who were almost there and just needed one more nudge.

Schedule a demo with our team to see our playbooks in action. Or, view more of our plays here.