If the FunnelFLARE script is on your website, there is nothing you need to do. FunnelFLARE automatically detects Crisp, and scrapes all conversations, inserts the conversations into timelines. As well, FunnelFLARE will detect email addresses embedded in the conversations ... and associate the email address with the visitor/chatter. Thus you do not need to require an email address on the form that starts the chat. If you operators ask for the email address ... FF will get it automatically from the conversation!
FunnelFLARE will also update the visitor's profile in Crisp.
Example Crisp chat in contact timeline:
Crisp chats can be queried in Contact Segments, Workflows, and more.
Look for history item "LiveChat" to find people who have had live chats, or query for "livechat transcription" contains "SearchTermHere" to filter for prospects and customers who mentioned a specific word or phrase in a chat.
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