How to build a specialized chat platform

I am building a website and I have hit a road block. What I am wanting to do is have customers create a profile that includes a survey. Once a customer answers the questions to the survey and creates their profile I want them to be routed to a chat feature where they become a lead to one of my employees. I need my employees to be able to access the info from the survey through the customers profile. I also need my employees to be able to add items to customers carts so the customer can make purchases. It would be awesome if we could get statistics to how many times the customer views the items we share and their cart. Any help or advice would be much appreciated.