Every conversation, tied to the whole customer.
A built-in CRM connects each chat to the person behind it — their company, lifecycle stage, tags and every past conversation. See who's on your site in real time and reach out before they bounce.
Know the customer, not just the ticket
Live visitors, editable profiles and a full activity timeline in one place — every contact connected to the conversations and meetings that matter.
See who's on your site right now
A live feed of every visitor — the page they're on, where they came from, how long they've stayed. Spot a high-intent prospect on your pricing page and start a conversation before they bounce.
- Real-time visitor feed
- Current page, referrer & time on site
- Reach out at the moment of intent
A profile you can actually work
Every contact carries their company, phone, lifecycle stage, tags and private team notes — all editable inline. Move someone from lead to customer, tag the VIPs, and keep the context your team needs in one place.
- Company, phone & lifecycle stage
- Tags and private team notes
- Editable right from the profile
Tied to every conversation — and your product
Each profile links to the person's history — past chats, the meetings they've booked, and the satisfaction ratings they've left. Send Talvo your own data too: custom attributes like plan or MRR and product events like “upgraded plan” arrive through a simple API and land right on the profile, so you open a conversation knowing exactly who you're talking to.
- Full activity timeline of chats, bookings & CSAT
- Custom attributes & product events via the API
- Jump straight to any past thread
Questions, answered
Ready to put CRM & Visitors to work?
Start free in minutes — no credit card required. Add your team, drop in the messenger, and let the AI agent take the first shift.
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