Design the invitation
Controlled button and form settings keep the experience recognizable and focused.
Preapproved 1-2-3 gives high-intent visitors a simple way to raise their hand without rebuilding your site or putting them through an application.
Every part of the experience is intentionally smaller than a full application, so a real conversation can begin sooner.
Controlled button and form settings keep the experience recognizable and focused.
Collect contact intent, not Social Security numbers, credit data, rates, or decisions.
Follow the path from a meaningful button view to a captured request.
The platform is built around a practical rollout: define the experience, authorize the website, place the snippet, then measure what happens after real visitors engage.
Choose the wording, style, form profile, and disclosures.
Limit the embed to websites that belong to the business.
Place the snippet where visitors already show intent.
Review leads, context, and engagement events from the workspace.