Floe for Factors.
If you already run Factors, Floe sends your agent conversations to it, so you can see which accounts talked to your agent, score them and count those conversations in your attribution.
Works with: Website agent, Demo agent, Onboarding agent, Support agent.
Last updated
What does Floe send to Factors?
The moments that matter.
When the agent opens, a conversation starts, a demo starts or ends, and a visitor shares a contact detail or opens your calendar.
Which agent it was.
Each event says which agent it came from, so you can tell website conversations, demos and in-product sessions apart.
Identify visitors, if you choose.
Turn it on and a visitor's confirmed email joins them to their profile in Factors.
What lands in Factors?
- Events when the agent opens, a conversation starts, a demo starts and ends, and a contact detail is shared.
- Events when the agent shows your calendar and when a visitor clicks to book.
- Which agent each event came from.
- A visitor's identity, from their confirmed email, when you turn identify on.
How do you connect Factors?
Have Factors on your site.
Make sure your Factors script runs on the pages where your agent appears.
Turn it on.
On the Factors card in Site → Integrations, turn on Send conversations to Factors and save.
Choose identify.
Decide whether a confirmed email should identify the visitor in Factors.
What applies.
Your Factors, already running.
Events are sent only on pages where your own Factors script runs. Floe doesn't install Factors.
Company context, kept quiet.
With Factors' own company data turned on, the agent is given the visitor's industry and company size. It's told never to mention it, and that match isn't sent to your CRM.
Identify, carefully.
Identify uses an email the visitor confirmed, not one typed into a form. Floe doesn't always check the address is theirs, so a visitor who gives someone else's can be identified as that person. Cover it in your privacy notice.
You can see it's working.
The card shows when Factors was last seen on your site, so you know events have somewhere to go.
Questions. Ask Floe.
Do we change our snippet?
Are visitors' contact details sent to Factors?
Is consent respected?
Are booking events verified bookings?
Works with the rest of your stack.
CRM
HubSpot
Qualifying conversations as notes on the prospect's contact, with an optional deal.
CRM
Salesforce
Qualifying conversations as tasks on the prospect's contact, with an optional opportunity.
Team alerts
Slack
A recap of every qualifying conversation in the channel you choose.
Team alerts
Microsoft Teams
A recap card for every qualifying conversation in your Teams channel.
Booking
Calendly and Cal.com
Your Calendly or Cal.com page, opened inside the conversation.
Support hand-off
Periskope
WhatsApp tickets for your team when a support user needs a person.
AI tools
AI tools (MCP)
Ask Claude, ChatGPT or Cursor about your demos and edit your agent.
See which accounts talked to your agent.
Talk to us about adding Floe to your Factors setup.