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Your CHAT follow-up process

Bumping this thread...

It wasn't too long ago, right after installing a BDC at my Toyota dealership that I had to go through setting this up so we could forward the chat leads into the CRM while preventing the auto-responder from triggering.

As Alex mentioned above, your CRM should allow you to add a different ad source while building a process around leads that come from designated lead sources - including your chat provider. What I've found, some chat providers do NOT have their ADF/XML leads formatted in order to show a "lead source". When this happens, the lead can either be rejected or come in under a general/default lead ad source, resulting in the auto-response going to the customer.

Be sure to test this out before going live. Get with your char provider if for some reason their leads are not formatted correctly.

Has anyone come across this issue?
 

✨ AI Highlights

Dealers discuss how to optimize follow-up processes for chat leads, which convert faster than traditional lead sources but often get lost in generic automated response workflows. The key insight is that chat leads require differentiated CRM handling—including chat transcripts attached to leads, disabling auto-responders, and implementing rapid human response systems (ideally phone calls within minutes rather than hours) to capitalize on the customer's high engagement and prevent the lead from feeling depersonalized by automation.

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