Engage
Start a relevant conversation at the right moment.
AI sales agent + built-in CRM
Turn website visitors into qualified leads.
Answer questions, qualify enquiries and follow up in CRM with an AI agent that knows your business.
See what it can do with your website.
CRM included Go live in minutes₹999/month in India
Your choice updates the examples throughout this page.
abcsolar.example↗
☀ ABC SOLAR Clean energy. Better business.
POWER YOUR POSSIBILITIESA brighter future for your business.Explore commercial solar →
ABC Solar assistant Here to help, 24×7
AIA conversation. Not another form.
Illustrative example · A visitor asks. Your agent answers.
One connected journey AI sales agent Website chat Lead capture WhatsApp CRM Human handoff
MAKE EVERY VISIT COUNTYou paid for the click.
You paid for the click.
Don’t lose the conversation.
Your ads did their job. Now give every curious visitor a reason to take the next step.
Without ZNIEngage Same paid click.
Paid clickUnanswered questionVisitor leaves
The click ends here.
You brought them to your website. A question without an answer sends them away.
With ZNIEngage A different next step.
AI conversationQualified leadTeam follows up
The conversation moves forward.
Their question gets answered. Their requirement reaches your team, ready for the next step.
MEET YOUR NEXT SALES AGENTTrained on your business.
Trained on your business.
Ready for their questions.
Give ZNIEngage your website, products and FAQs. Then test it the way your customers would.
- 1Add your knowledge
Your website, PDFs, documents and FAQs.
- 2Make it your own
Set the tone, questions and handoff rules.
- 3Try it. Refine it. Go live.
Review answers before your customers see them.
TRY A CONVERSATIONSolar business example
Meet your AI sales assistantChoose a question to see what happens next.
Hi! Looking to switch to solar? I can help you find the right setup for your home or business.
Scripted product example · no live AI
MORE THAN ANSWERS
Every reply moves the buyer forward.
A helpful answer is good. A qualified opportunity for your sales team is better.
Understand
Recognise intent, context and what the buyer needs.
Answer
Use your business knowledge to give useful answers.
Qualify
Ask about need, budget, location and timeline.
Capture
Collect contact details and the full requirement.
Convert
Create the lead and connect them to your team.
QUALIFY NATURALLY
Find out what your sales team actually needs to know.
No rigid interrogation. Your agent asks the right follow-up questions as the conversation unfolds.
You define the questions.
ZNIEngage has the conversation.
YOUR QUALIFICATION PLAYBOOKSolar
Installation typeCommercial
LocationLucknow
Monthly electricity bill₹25,000
Required capacity~20 kW
Purchase timelineThis month
Next stepSpecialist callback
Your team starts with context, not a blank contact.
CONNECTED FROM THE FIRST HELLOFrom website visitor to sales opportunity.
From website visitor to sales opportunity.
Automatically.
One conversation connects the work your website, WhatsApp and sales team do.
Requirement understood Contact captured Ownership assigned Follow-up scheduled
A COMPLETE WEBSITE CONVERSION TOOLKITDifferent visitors.
Different visitors.
Different ways to say hello.
Meet the ready-to-talk buyer, the quick enquiry and the visitor about to leave.
yourbusiness.com
A little help choosing?
Tell me what you’re looking for. I’ll help you find the right fit.
CONTEXT MAKES THE DIFFERENCE
Engage based on what they’re doing.
ON YOUR PRICING PAGE
“Still comparing? How many users do you need?”
ON A PRODUCT PAGE
“Need help choosing the right product?”
ABOUT TO LEAVE
“Before you go, would you like a callback?”
EXPLORE EVERY TOOL
Make every point of contact work for you.
Explore the settings, use cases and details behind each ZNIEngage conversion tool.
Customizable contact form
Contact forms, ready when they are
Give visitors a straightforward way to share their requirement. Use a clear call to action and the fields your team needs to turn an enquiry into a useful follow-up.
Customize the form with a phone number, query, city, department and a top image. Name and email are required in the standard contact form. Choose which additional fields to show for your enquiry flow.
Create my agentTry the live contact form →Explore lead capture →Fully Responsive
The responsive contact form adapts to your mobile website. Visitors can open it from a button or link, and you can configure automatic display where appropriate.
Keep the form visually consistent with your website and give visitors a clear way to close it and continue browsing.
Some Highlights
- Adapts to desktop and mobile
- Option to auto-load
- Consistent across your pages
- Responsive browser layout
Exit-intent recovery
Offer a useful next step.
A visitor may be interested but still have an unanswered question. A relevant last-minute offer or callback invitation can give them another way to continue.
On desktop, the Last Minute Deal popup uses cursor movement to detect an intention to leave. Offer a callback, a relevant coupon or another useful next step at that moment.
Create my agentRead about exit-intent popups →
Last Minute Deal
How It Can Be Used?
Use a coupon code, a consultation or a product trial that your business actually offers. Keep the message relevant to the page and let the visitor dismiss it.
For mobile visitors: phones have no mouse cursor. Use visible chat and contact buttons, announcement bars or configured timed notifications instead of relying on desktop exit detection.
Some Highlights
- Target visitor's leave intent
- Configure the visitor experience
Deal Bar
Deal Bar
One offer. Across your website.
Keep a timely offer visible across your website without editing every page. A deal bar gives visitors one consistent message and a clear next step.
Manage the offer centrally and position the bar at the top or bottom of the page. Add a call-to-action button and choose how it should respond when a visitor taps it.
Create my agentExplore announcement bars →3 Ways of Conversion
The CTA button on Deal Bar can be used in three different ways:
Forward To New Page: User clicks on the button and he will be taken to a new page. This works as a normal link.
Show Contact Form: Instead of transferring the user to a new page it will open a Contact Us form.
Show Contact Form + Forward To New Page This is the most interesting option. First it will open a contact form and once the user filled all the details he will be taken to the specified page.
Some Highlights
- Adapts to desktop and mobile
- Top or bottom placement
Splash Image
Greet Your Visitors
Splash image is a good way to greet your visitor once when they land on your website. No constant bugging or pop-ups to distract them.
You can offer discount codes, or you can just greet them on special occasions like Independence day or Christmas.
Create my agent
Splash Image
Works Seamlessly Across The Website
It doesn't matter where your customer was landed on the website he will still be greeted with the splash image. This way you can convey your message seamlessly across the website.
Some Highlights
- Greet the visitor
- Displays only once
- Not limited to a single page
Testimonials
Testimonials
Help visitors make an informed decision with genuine customer testimonials. Include the customer’s photograph, name and company where you have permission to use them.
A dedicated testimonial page is useful, but visitors may never reach it. ZNIEngage can show customer testimonials alongside the contact form, where they are deciding whether to enquire.
Create my agentRotate your customer testimonials
Display rotating testimonials within the contact form so visitors can explore more customer experiences. The existing testimonial display rotates at five-second intervals; confirm the allowance for your plan during setup.
Some Highlights
- Placed at the right location
- Available on every page
- Rotating customer stories
Better Lead Assignment
No matter how many team members you have, now you can distribute the leads evenly to all members depending upon their geographic location, working hours, old lead handling patterns, response time, weekly offs and many more variables.
Everything is handled automatically. The system also take care of duplicate leads assignment and lead capturing by the sales agent.
You can also use web-hooks to pass the lead details to your existing CRM on a real time basis.
Lead Routing
Create Rules For Assignment
You can create rules defining how your leads will be assigned to the executives. You can create rules based upon executive's working hours, geographic region, previous assigned leads status, department etc.
You can also define rules based upon leads geographic region, previous history of the lead, conversion probability etc.
Some Highlights
- Transfer leads automatically
- Consistent assignment rules
- Works 24x7 for you
- Like your business it doesn't take holidays
Popup Notification
Popup Notification
The right update, at the right moment.
Give visitors a timely update without changing the main page: announce a new feature, share a relevant coupon or point them to a useful resource. Small notification popups make these secondary messages available while visitors explore your website.
Create my agentExplore popup software →Customise As Per Your Need
You can customise the popup as per your requirement with an image or some HTML along with a Call-To-Action button. Put it at the left or right of the screen or just enable/disable for some pages. Everything can be controlled by you from a single panel.
Notification popups slide in at the bottom of the webpage as per the specified interval after the user visited the webpage. This way user will get time to examine your webpage and only after that the popup will grab their attention.
Some Highlights
- Grab the attention
- Specify popup interval
- Add Image or HTML
KEEP THE CONVERSATION GOING
Their next reply might be on WhatsApp.
The website conversation doesn’t have to end when the tab closes. Help customers continue on the channel they already use.
- Carry the requirement into the next conversation.
- Send the next step through your connected WhatsApp workflow.
- Keep your team’s conversation history together in CRM.
On your website
“Can you send me the details?”
Continue on WhatsApp9:41••• ▰
‹☀
ABC SolarBusiness account
TODAY
Hi Rahul 👋
Continuing our conversation from the ABC Solar website.
You’re looking for a 20 kW commercial solar installation in Lucknow.
Amit from our team can help with the next steps.9:41 am ✓✓
Continuing our conversation from the ABC Solar website.
You’re looking for a 20 kW commercial solar installation in Lucknow.
Amit from our team can help with the next steps.9:41 am ✓✓
Perfect. Can we talk at 4:30 today?9:42 am
Absolutely. I’ve shared your requirement with Amit.9:42 am ✓✓
＋ Message ♧
Illustrative WhatsApp conversation
BUILT-IN CRM. BUILT-IN CONTEXT.
Every conversation becomes something your team can act on.
Qualified enquiries become structured records with contact details, requirements, an owner and a next action.
CRM included. No copying leads manually.
A connected customer recordOne customer.
One customer.
The whole story.
- Website conversation
- Qualification & contact
- WhatsApp history
- Calls & follow-up tasks
- Deals, quotes & support
New qualified leadLucknow · Commercial solar
Location Product Working hours Availability
AS
Amit SinghCommercial sales · Available
AssignedExample routing configuration
THE RIGHT LEAD. THE RIGHT PERSON.
Sales-ready work, delivered to the right desk.
Route qualified leads by territory, product, working hours, availability and workload. Keep ownership clear with duplicate protection.
- Location-based enquiries go to the right regional team.
- Unavailable or overloaded reps can be skipped.
- Your salesperson receives the conversation context.
DON’T STOP AT LEAD CAPTURE
The next step is already in motion.
Configure a follow-up workflow that keeps a good enquiry from going quiet.
- Lead capturedSave the requirement
- AcknowledgeWhatsApp confirmation
- Assign & scheduleOwner + follow-up task
- RemindFlag untouched leads
- Stay in touchWhatsApp / email follow-up
HUMAN WHEN IT MATTERSAI gets the conversation started.
AI gets the conversation started.
Your team takes it further.
When a buyer needs a specialist or a custom quote, bring in a person with the conversation and requirement already in hand.
- Set instructions for when the agent should escalate.
- Give your team the full conversation and qualification.
- Let customers pick up where they left off.
I need a custom quotation for my factory.
I’ll connect you with our sales team. I’ve shared the details so you won’t need to repeat yourself.
Full context shared
P
Priya · Sales specialist
Hi! I have your requirements. Let’s work through the right setup for your team.
ConversationRequirementContactQualification
YOUR KNOWLEDGE, WORKING FOR YOU
It knows what you know.
Build its knowledge with your website, PDFs, FAQs and documents. Keep answers grounded in your business.
Website PDFs FAQs Documents
Your ZNIEngage knowledge
SPEAK YOUR CUSTOMER’S LANGUAGEEnglish. Hindi.
English. Hindi.
A little of both.
Natural conversations shouldn’t depend on perfect English.
Bhai iska monthly plan kitne ka hai?
ZNIEngage ka India plan ₹999/month hai. Aap kis type ka business chalate hain?
Englishहिन्दीHinglishMultilingual
THE RELATIONSHIP DOESN’T END AT THE SALE
From first hello to a happy customer.
Keep the journey going with deals, quotations, invoicing and support. Answer FAQs, help with customer questions, or create a ticket for your team with the customer’s history attached.
Lead→Deal→Quote→Invoice→Payment→Support ♡
WEBSITE → BUSINESSIllustrative data
Pipeline generated₹18.7LFollow the outcome, not just the message count.
Website visitors12,400
AI conversations1,850
Contacts captured624
Qualified leads281
Meetings / callbacks119
Opportunities64
MEASURE WHAT MATTERS
Is your website producing business?
Connect conversations to captured contacts, qualified leads and sales outcomes. Understand where your team should focus next.
- See which sources and pages lead to enquiries.
- Review questions customers ask and gaps in your answers.
- Follow qualification, response time and opportunity progress.
Dashboard shown is an illustrative reporting view, not a performance claim.
YOUR INDUSTRY. YOUR CONVERSATION.Different businesses.
Different businesses.
The same missed opportunity.
Choose your industry to see how a first question becomes a useful enquiry.
REAL ESTATE
From “Is this available?” to a site visit.
Understand location, budget and buying timeline before your property advisor picks up the phone.
ProjectLocationBudgetBedroomsTimeline
EXAMPLE ENQUIRY
“Do you have a 3 BHK under ₹80 lakh?”
Qualified requirement → property advisor → site visit
ONE PLATFORM. FEWER MOVING PARTS.
Stop stitching together five different tools.
Website conversations, conversion tools, CRM and follow-up belong to the same customer journey.
Create my AI agent| What you need | Typical stack | ZNIEngage |
|---|---|---|
| Website AI & live chat | Chatbot + live-chat tools | Available |
| Forms & popups | Form builder + popup plugin | Available |
| Contacts & pipeline | CRM subscription | Available |
| Routing & follow-ups | Automation software | Available |
| WhatsApp conversations | Messaging platform | Available |
| Tickets, quotes & invoices | Support + billing tools | Available |
A SMALL SETUP. A BIG NEXT STEP.
Go live with a guided setup.
Follow one clear path from account creation to a tested agent on your website.
01
ACCOUNT
Create your account
Set up your ZNICRM account and open ZNIEngage for your business.
Open the account guide 02 CONFIGURATIONTrain and configure
Add your domain, business knowledge, qualification questions and handoff rules.
Open the configuration guide 03 INSTALLATIONInstall and test
Copy one script to your website, then test the chat, forms and lead handoff.
Open the installation guideSTART WITH YOUR WEBSITE
Your website is the starting point.
Enter it here, then follow the guides as you configure your agent.
POWERED BY ZNICRM
A customer platform used across industries.
Some of the organisations featured in ZNICRM’s customer portfolio.
Comprehensive Suite
20+ CRM Tools For Your Business
Stop juggling multiple subscriptions. Access the best CRM tools to run all key processes—from sales & marketing to support, invoicing, and inventory—in one place.
Check All Features
A FEW THINGS YOU MIGHT BE WONDERINGGood questions.
Good questions.
Clear answers.
Need to talk through your setup?
Talk to a humanIs ZNIEngage just a chatbot?
It brings an AI website sales agent, lead qualification, forms, popups, WhatsApp continuation and CRM into one connected workflow. The conversation is the beginning; the goal is a lead your team can act on.
Can it answer questions about my own products?
Yes. Train your agent using your website, FAQs, PDFs and text documents. Review your knowledge and configure its instructions before making it live.
What happens if the AI does not know an answer?
Configure the agent to ask for clarification or hand the conversation to your team when an answer is outside its knowledge. Your team can review unanswered questions and improve the knowledge base.
Can it collect phone numbers and qualify leads?
Yes. Choose the contact details and qualification criteria you need, such as requirement, location, budget or timeline. The agent asks naturally and saves the enquiry in CRM.
Can my team take over and receive leads automatically?
Yes. Your team can take over with conversation context. Configure routing rules to assign leads by factors such as location, product, working hours, availability and workload.
Can the conversation continue on WhatsApp?
Yes. Connect your WhatsApp Business account and configure the handoff and follow-up workflow. Customers can choose to continue on WhatsApp. Applicable WhatsApp messaging charges and messaging requirements apply.
Does it work with WordPress, Shopify or a custom website?
You can install the widget on websites that allow a custom script, including compatible WordPress and Shopify setups. Add the script through your theme, website settings or tag manager.
Will it slow down my website?
The website widget loads asynchronously. Performance depends on your site and configuration, so check your page speed after installation.
Can I control what the AI is allowed to say?
Yes. Set business knowledge, agent instructions, qualification questions and escalation rules. Test common questions before launch and refine the answers over time.
Is CRM included? Can I use my existing CRM?
Built-in ZNICRM keeps contacts, conversations, ownership and follow-up activities together. If you need an external CRM, discuss its integration requirements with our team; webhook-based routing is available for supported workflows.
How much does ZNIEngage cost in India?
The India plan is ₹999 per month. Confirm applicable taxes, AI usage allowances and WhatsApp messaging charges during setup.
Can I send email, SMS, WhatsApp messages or make automated calls to captured leads?
Connect your preferred messaging and telephony vendors in CRM, then configure the supported follow-up workflows. Provider accounts, usage charges and permissions depend on the channels you choose.
Can I collect enquiries without a website?
Yes. ZNICRM’s Universal Contact Form gives you a shareable enquiry page that works without installing a website widget. Explore znicrm.com/contact-form or ask our team about your setup.
Can I manage multiple client websites?
You can register multiple domains in the management panel and configure a widget for each website. Discuss domain allowances and the right account configuration with our team before rolling out to clients.
Is ZNIEngage for sales or customer support?
Both. Use the AI agent to answer product questions and qualify sales enquiries, or surface knowledge-base answers and pass support requests to your team. Contact forms remain available for visitors who prefer to leave their details.
How is it different from a live-chat-only setup?
ZNIEngage combines AI answers, lead qualification, contact forms and CRM follow-up. Your team can join a conversation when needed, while a visitor can also leave an enquiry for a later response. Choose the experience that suits the page and your team’s availability.
Where can I find installation instructions?
The ZNIEngage setup guide at znicrm.com/guide/129/get-started-with-zni-engage/ covers widget installation. Create your account, add your domain, configure your agent and tools, then install your account’s script on your website.
YOUR WEBSITE HAS MORE TO GIVESee what an AI sales agent
See what an AI sales agent
can do with your website.
They’re already visiting. Let’s start the conversation.