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Lead routing

Route every chat lead to where your team works

When the agent captures a lead, it does not just sit in a list. It flows straight into your CRM or a webhook, with the conversation attached.

Upserts the contact in HubSpot Opens a Zendesk ticket from the chat Posts a signed webhook to anything you build
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Lead routing is the automation half of the agent: the moment it captures a name and email, the record is pushed to the tool your team already lives in, de-duplicated by email and carrying a summary of the conversation, so nobody re-keys a lead or works from a cold contact.

HubSpot

On a captured lead the agent upserts the contact by email and attaches the full conversation as a note, so your team opens the record already knowing what the visitor asked. Connect it once with a guided sign-in, no field mapping to maintain.

Zendesk

Prefer tickets? The agent opens a Zendesk ticket from the conversation, with the visitor as the requester and the transcript in the body, so a follow-up starts inside your existing support queue rather than a separate lead list.

Webhook to anything you build

For anything else, the agent posts a webhook carrying the lead and the conversation, so you can send it to your own systems, a spreadsheet, or an automation tool. Set a secret and the payload is HMAC-signed, so your endpoint can verify the request really came from Matram.

De-duplicated and enriched

Leads are matched by email, so a returning visitor updates their existing record instead of creating a second one. Your CRM stays clean and each contact carries the latest conversation rather than a pile of duplicates.

When it fires, and what it carries

Routing runs the moment a lead is captured or a chat is escalated, in the background, so it never delays the reply to the visitor. Each delivery carries the contact details you collected plus a summary of the conversation for context.

Under the hood

How this agent produces an answer

Your contentsite, files, help center
Retrievematching passages
AClaudedrafts the reply
Lead in your CRMgrounded, honest
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languages
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