Enquiries

Enquiries are a triage queue for leads from outside Envoy - typically a contact form on your own website. Submissions never turn into a contact automatically; they land as pending enquiries for a human to review and either accept or discard.

Connecting a website

From the Enquiries page, Connect a website generates a token for the current brand. Regenerating it invalidates the old one immediately. With a token in hand, there are two ways to wire it up:

• Embeddable form - choose which fields to show, a submit button label, and a thank-you message, then paste the generated snippet (a single <iframe>) onto your site. The embedded form is plain server-rendered HTML with no JavaScript dependency, so it works even with scripts disabled.
• Direct API - POST your own form straight to Envoy's public enquiry endpoint, for teams who want to build their own form instead of embedding one. The page shows the exact field names and a copy-paste example. A hidden honeypot field is supported for spam filtering, and submissions are rate limited per token.

Either way, any field your form submits beyond the standard name, email, phone, and message is still captured and stored alongside the enquiry - a custom field on your form never requires a change on Envoy's side.

Triaging enquiries

New submissions arrive as Pending. From there:

• Accept turns it into a contact. If an existing contact shares the enquiry's email, Envoy offers to link to that contact instead of creating a new one. A new contact is created with the Customer type, and the enquiry's message (if any) is logged against it as an activity. Accepting never creates a deal - that's a deliberate choice, so a new lead doesn't skip your pipeline's usual stages.
• Discard moves it out of the pending queue without deleting it - useful for spam or duplicates you don't want cluttering the list, while still keeping a record of it.

You can also log an enquiry manually - a phone call or walk-in, for example - which joins the same pending queue as one submitted through the website.

Notifications

Every 30 minutes, admins who've opted in receive a batched email summarising any new pending enquiries - useful if you'd rather not have the Enquiries page open all day. Each enquiry triggers this at most once.

Next

• Email Forwarding - another way contacts get logged automatically, from your own inbox