Website chat
A branded chat entry point on the pages where visitors have questions.
CHATx — AI chat for your website
Turn website conversations intoclear next steps.
CHATx helps visitors get useful answers and recommendations, share their needs, request support, move toward an appointment, or connect with a person — while your business keeps the conversation context for follow-up.
Helpful website chat, connected to your business.
- Answers from approved business information
- Lead, appointment, and support next steps
- Conversation context kept in CRM
CHATx on a website
Illustration
Sample business website
Chat with us
Widget health: OKDo you service older heating systems?
Yes — servicing older systems is part of the maintenance plan. Would you like to book a visit or talk to someone?
Next step
- Request an appointment
- Talk to a person
- WhatsApp click-to-chat
Customer context in CRM
SC
Sample customer
Source: Website chat
- Conversation summary
- Asked whether older heating systems are covered; interested in a maintenance visit.
- Pipeline stage
- Qualified
- Follow-up reminder
- Confirm the visit window with the customer
Owner email alert sent for this conversation
More than a chat bubble
Everything CHATx does falls into four jobs: help the visitor now, turn interest into action, keep the context, and stay on top of follow-up.
Help visitors now
Answers and recommendations
Respond using the business, product, and service information you approve.
Support requests
Let an existing customer raise a support request from the same conversation.
Human handoff
Move the conversation to a person when it needs one.
Turn interest into action
Lead capture
Collect the details a visitor is willing to share for follow-up.
Appointment flows
Guide an interested visitor toward booking time with your business.
WhatsApp click-to-chat
Offer a click-to-chat link as a next step for visitors who prefer WhatsApp.
Keep the context
CRM conversation storage
Store conversation history in the built-in Lattice CRM.
Customer 360
Bring customer information, conversations, and activity into one connected view.
Sales pipeline
Track an opportunity through clear stages as the conversation progresses.
Stay on top of follow-up
Owner email alerts
Email the business when activity needs attention from a person.
Reminders and overdue alerts
Keep open follow-up visible with reminders and overdue indicators.
Widget health monitoring
Surface the status of the website widget so problems are easier to notice.
A better path from visit to follow-up
Faster orientation
Help visitors find relevant answers without searching across the site.
More useful inquiries
Capture the question, interest, and context behind an inquiry for the next step.
Connected customer view
Keep conversations and follow-up activity together in Lattice CRM.
Fewer missed next steps
Use alerts, reminders, and overdue indicators to help the team stay aware of open follow-up.
From website question to connected follow-up
- STEP 01
Add CHATx to the website
Present a branded chat entry point that fits the existing customer journey.
- STEP 02
Answer from approved information
Guide visitors with business, product, and service knowledge you control.
- STEP 03
Capture the next step
Collect relevant lead, appointment, support, handoff, or WhatsApp intent.
- STEP 04
Keep the conversation connected
Store conversation context in CRM for Customer 360, pipeline, reminders, and follow-up.
- STEP 05
Monitor the experience
Use widget health status and owner email alerts to stay aware of issues and important activity.
What website conversations look like
Illustrative examples. The next steps a visitor is offered depend on how your business configures CHATx.
Which service fits?
A visitor asks which service fits their situation and requests an appointment.
A recommendation, then a callback
A product shopper asks for a recommendation and shares contact details for follow-up.
A support request that reaches a person
An existing customer raises a support request and is guided toward a person.
Picking up an overdue follow-up
A business owner reviews conversation history, sees an overdue follow-up, and continues the relationship with context.
Continuing on WhatsApp
A mobile visitor chooses WhatsApp click-to-chat as the next step.
CHATx questions
CHATx can help visitors get answers and recommendations, share lead details, move toward an appointment, submit a support request, use WhatsApp click-to-chat, or hand the conversation to a person.
Conversation history can be stored in the built-in Lattice CRM so the team can keep customer context and follow-up activity together.
Customer 360 brings relevant customer information, conversation history, and activity into a connected view for follow-up.
Captured conversations can connect to leads, appointments, pipeline activity, reminders, overdue alerts, and owner email alerts.
CHATx can offer WhatsApp click-to-chat as a next step.
CHATx includes widget health monitoring and owner email alerts to help the business stay aware of the experience.
One connected system for your business
Bring customer conversations, approved business knowledge, and everyday follow-up together across Lattice.
TEAMx
Customer-facing AI roles for sales, guidance, support, appointments, and human handoff.
Explore TEAMx- You are here
CHATx
Website chat that turns questions into useful next steps and connected follow-up.
GPTx
Approved business knowledge prepared for ChatGPT and MCP connections.
Included Free for 12 Months
Explore GPTxCRM
Lightweight customer context, pipeline, and follow-up built into Lattice.
Always Included. Always Free.
Explore CRM
How the pieces connect
- 1Approved knowledge
- 2Customer conversation
- 3Lead, appointment, or handoff
- 4CRM context and follow-up
Products can be used on their own or together. Not every business needs every step.
Give every website question auseful next step.
Help visitors now, capture what matters, and keep the conversation connected to your follow-up.