Platform features

Everything you need to engage website visitors.

Click To Engage brings together the tools your team needs to start more conversations, capture more leads, and support customers in real time.

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Engagement channels

Four ways for visitors to reach you.

All channels are managed from one shared team inbox so your team never misses a message, call, or chat.

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Live Chat

A real-time chat widget on your website connects visitors directly with your team. Supports file sharing, chat history, and agent handoffs.

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AI Live Chat

An AI assistant answers common questions, collects lead information, and qualifies visitors before passing conversations to a human agent.

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Browser Calling

Visitors start a voice call from your website with one click. No phone number to copy, no app required. Works on any modern browser.

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WhatsApp Messaging

A WhatsApp button on your website opens a conversation in the app visitors already use. Keep conversations going even after they leave your site.

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Lead Capture Forms

Collect visitor names, email addresses, and phone numbers before a chat begins or when no agents are available. Leads are saved automatically.

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Smart Routing

Send conversations to the right agent based on skill, department, or page. Reduce the number of times visitors have to explain themselves twice.

Team tools

Built for the people doing the work.

Features that help your team respond faster, stay organised, and work together without friction.

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Shared Team Inbox

All live chat, AI chat, browser calls, and WhatsApp messages arrive in one inbox. Agents can assign, transfer, or monitor conversations with a single view.

Canned Responses

Save your most common replies and insert them with a shortcut. Keeps responses consistent and helps agents handle more conversations without sacrificing quality.

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Business Hours & Availability

Set operating hours per agent or channel. AI chat covers gaps automatically, and offline messages are queued for the next available team member.

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Conversation Tags

Label conversations by topic, outcome, or lead status. Filter your inbox to focus on what matters and use tags to power reporting.

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Team Management

Add and remove agents, set roles, and control who can access which channels or conversations. Scales from one person to multiple departments.

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Notifications

Browser and email notifications alert your team when new conversations arrive. Desktop notifications work even when the dashboard tab is not active.

Analytics & reporting

See what is working and where to improve.

Built-in reporting helps you understand visitor behaviour, agent performance, and which channels generate the most leads.

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Conversation Analytics

Track volume, response times, resolution rates, and peak hours. Understand how your team is performing and where bottlenecks occur.

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Lead Reporting

See how many leads were captured, which pages triggered the most conversations, and which channels converted the most visitors.

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Channel Performance

Compare engagement across live chat, AI chat, browser calling, and WhatsApp. Know where to invest your team's time and which channels your visitors prefer.

Integrations

Connects with the tools your team already uses.

Click To Engage works alongside your CRM, helpdesk, and email tools. See all integrations →

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CRM Sync

Push leads and conversation data directly to your CRM when a chat ends.

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Email Notifications

Get email alerts for missed chats, new leads, and conversation summaries.

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Website Platforms

Plugins available for WordPress, Shopify, Wix, Squarespace, and more.

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Analytics Tools

Fire events to Google Analytics or Meta Pixel when conversations begin or leads are captured.

See every feature in action.

Book a short demo and we will walk you through the platform and answer your questions.

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