Leads & EscalationLead capture in beta

Every hot moment gets a next step

Some conversations can’t finish on the spot — a quote request, a stock question, a customer who needs a human. Yokaify turns those into captured leads and clean handoffs instead of lost tabs.

lead pipelinelive

“Can you quote 500 units for March?”

lead · captured in-chat
name
email
company
intent · bulk quote
dashboard
helpdesk
webhook · signed

See it working

I have a complex technical issue with the API and need to talk to someone.
Escalating to Engineering
Human Inbox
JL
Jane Doe
High Intent
Visitor requested technical support regarding API limits. Full chat context attached.
Take Over Chat
Human handoff

Escalation with a full brief

When a conversation needs a person, your team does not get a raw transcript dump. They get an AI-written visitor brief — pages viewed, sentiment, the actual question — with a clean status flow from open to assigned to resolved.

Reads the need — then routes it
reads intent

Needs a person

“Can I actually talk to someone?”

Order & account

“Where’s my order #1042?”

Interested — not committed

“Still comparing the two bundles…”

Triage

Nothing gets lost in the inbox

Leads and escalations land in one triage view and route to where your team already works — Gorgias, Zendesk, or Freshdesk today, or any system via signed webhooks the moment a lead is created.

30Intent
Live Signals
Viewed Pricing Page
Scrolled to bottom
Asked "API limits?"
Pipeline Generated
Lead captured & routed to sales.
The brief

Your team sees this, not a transcript

A lead score, sentiment, journey, and a two-line summary — assembled automatically so whoever picks it up can act in seconds instead of reading a chat log.

What you get

In-conversation captureBeta

The mascot asks for contact details at the moment of intent, inside the conversation — not a form in your footer. Context makes the ask natural, so compliance is dramatically higher.

Full context attached

Every lead arrives with the conversation that produced it and the pages the visitor was on — you know exactly what they wanted before you reply.

AI-written briefs

Escalations come with a short brief — who the visitor is, what they need, what’s been said — so your agent starts working, not reading.

Multi-app routing

Dashboard queue, email alerts, helpdesk connections (Gorgias, Zendesk, Freshdesk), or raw webhooks — leads and escalations flow to where your team already works.

A real workflow

Escalations carry status (open → assigned → resolved), an assignee, and resolution notes — a queue you can actually run, not a notification void.

Never stonewalls

A visitor who asks for a human gets one — immediately and always. An AI that traps people in bot loops costs more than it saves.

How it works

  1. 1

    Intent shows up

    “Can you do bulk pricing?” “When is this back in stock?” “Can I talk to someone?” — the mascot recognizes moments that need follow-up.

  2. 2

    Capture or escalate

    Follow-up moments become leads with contact details; human moments become escalations with an AI-written brief.

  3. 3

    Routed instantly

    lead.created and escalation.created fire in real time — to your inbox, your helpdesk, or any endpoint via webhooks.

  4. 4

    You close

    Reply while intent is warm. The dashboard tracks every lead and escalation to its resolution.

Honest status: lead capture is in beta, shipping in the current release. Native Shopify, Zapier, and CRM syncs are coming — until then, webhooks deliver every lead in real time to any tool that accepts them.

Common questions

How is this different from a contact form?

Timing and context. A form waits passively; the mascot asks at the moment intent peaks, in a conversation that explains why. And the lead arrives with its full context, not just an email address.

Where do leads and escalations go?

The dashboard always; email per your notification settings; your helpdesk via Connections; and any custom destination via signed webhooks.

Can visitors reach a human easily?

Yes — asking for a person always works, and low-confidence answers proactively offer the handoff. Escalation is a first-class outcome, not a failure mode.

Which plans include lead capture?

Lead capture is included from the Growth plan while in beta — see the pricing page for the authoritative tier list.

See it on your own store

One script tag, live in minutes. Measured with a real holdout, so you'll know if it's working — not hope.