Capture leads directly from your chat conversations
Swiftask analyzes your chat streams in real-time to identify, extract, and qualify every lead, then syncs them instantly to your CRM.
Result:
Never miss a sales opportunity again. Automate data entry to close deals faster.
AI Agents
chat data
Connector chat data · Secure OAuth 2.0
The hidden cost of leads lost in chat
Your support or sales teams exchange with prospects daily on your chat tools. However, these conversations often remain siloed, and valuable information is forgotten or entered too late into the CRM.
Main negative impacts:
Lost opportunities
A prospect expresses interest, but without immediate follow-up, they turn to a competitor.
Tedious manual entry
Your sales team spends hours copying and pasting information from chat to your management tool.
Outdated CRM data
The lag between the conversation and the CRM update leads to decisions based on inaccurate data.
Swiftask turns your chat streams into structured data sources. The AI detects purchasing intent, extracts contact details, and enriches your CRM automatically.
BEFORE / AFTER
What changes with Swiftask
The risky manual process
A prospect asks a question about a product via chat. The agent answers but forgets to note the lead. The contact is lost in the message history. No follow-up is performed, and the company loses a potential client.
Efficiency with Swiftask
As soon as the AI detects purchasing intent in the chat, it extracts key data, creates or updates the prospect record in your CRM, and notifies the responsible sales rep in real-time.
Optimization: Deployment of extraction
1
STEP 1 : Connect chat sources
Connect your chat tools (Support, CRM, Intercom) to Swiftask in a few clicks.
2
STEP 2 : Define extraction rules
Configure the AI to identify purchase signals specific to your business.
3
STEP 3 : Map to your CRM
Tell Swiftask where to send the extracted data (HubSpot, Salesforce, Pipedrive, etc.).
4
STEP 4 : Activate continuous flow
The agent processes every new message and updates your pipeline automatically.
Features: Processing capabilities
The AI analyzes sentiment, urgency, budget, and expressed needs to automatically qualify each lead before export.
- Target connector: The agent performs the right actions in chat data based on event context.
- Automated actions: Automatic extraction of emails, phone numbers, and companies. Lead qualification based on custom criteria. Direct sending to your CRM webhooks. Message history preserved for context.
- Native governance: Swiftask ensures total confidentiality of the data processed during extraction.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-chat-data@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Benefits: ROI for sales teams
Sales reactivity
Reach out to your leads minutes after their first interaction.
Increased productivity
Eliminate manual data entry and let your teams focus on selling.
Better qualification
The AI filters out the noise to pass only serious opportunities.
Data alignment
Your CRM always reflects the reality of client interactions.
Effortless scalability
Handle thousands of conversations without adding administrative resources.
Trust: Security and compliance
Swiftask applies enterprise-grade security standards for your chat data automations.
- Data encryption: All extracted conversations are encrypted in transit and at rest.
- GDPR compliance: Swiftask adheres to the strictest standards for personal data protection.
- Full audit log: Every extracted lead is tracked for total operational transparency.
- Granular control: You decide exactly which data is extracted and sent to the CRM.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Performance: Impact on KPIs
| Metric | Before | After |
|---|---|---|
| Processing time | Several hours | Instantaneous |
| Conversion rate | Low (erratic follow-up) | Optimized (immediate follow-up) |
| Administrative time | 10h/week/agent | 0h |
| Data accuracy | Human error risk | Full system consistency |
Take action with chat data
Never miss a sales opportunity again. Automate data entry to close deals faster.