Overview
Conversational marketing platform for B2B pipeline generation. Provides live chat, AI chatbots, and account-based visitor identification using Salesforce integration. Identifies website visitors and routes them to sales representatives.
Detection capabilities
- Signature count
- 2
- Detection methods
- network
- Property types
- hostname
Performance impact
Performance Impact
- Requests per page
- 2
Common mistakes
- 1Enabling visitor identification and profiling before obtaining consent, treating it as a basic chat widget
- 2Not disclosing that the chat tool also identifies visitors using CRM and reverse-IP data
- 3Storing chat transcripts with personal data without defining appropriate retention periods
Compliance considerations
Identifies B2B website visitors using Salesforce CRM data and IP-based account matching. The chat widget collects conversation data and browsing behaviour. Consent approach depends on implementation — account identification involves personal data processing. The chat function may be considered functional, but visitor identification and profiling requires a lawful basis.
Related services
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