Melu is a live chat provider for your website. When you've integrated Melu and Senta, all leads that are generated through Melu's live chat will be added to your Senta CRM.
How does the Melu integration work?
When someone contacts your practice through Melu who is interested in your products or services, this is classed as a lead. When the integration is turned on, Melu will collect some basic information for you from this lead:
Melu will also keep a full transcript of the conversation.
Following the conversation in Melu, this lead will then be tagged appropriately. There are two tags:
- Unsuccessful - this lead is not to be pursued and no further action is needed.
- Pre Qualified - this lead will be raised and created in Senta.
Once the Pre Qualified tag has been applied this will add the lead to Senta. The lead will be added under the client state of "Prospect" and a full transcript of the Melu conversation will be added as a note, tagged as the note type "meluchat".