Template: Generate Leads
Category: Lead Generation
Qualify visitors and capture leads for your sales team. This template asks visitors about their needs first, then collects contact information — giving your team context for follow-up.
Who It's For
- Sales teams that need qualified leads
- Businesses with multiple product lines or services
- Companies that want to understand visitor intent before follow-up
How It Works
The chatbot asks visitors what they're interested in, then collects their contact details. The qualification step helps your sales team prioritize and personalize their follow-up.
Conversation Flow
Start
→ Welcome message
→ "What are you interested in?" (4 options)
├─ "Product Information"
├─ "Services"
├─ "Support"
└─ "Other"
│
└─ (all paths) → Contact form (name, phone, email)
→ Team notified (status: Lead)
→ Confirmation message
What It Collects
- Interest area (selection from 4 options)
- Name
- Phone number
- Email address
Notifications
- Email notification sent to your configured address
- Visitor status automatically set to Lead
Customization Ideas
- Change the qualification options to match your actual products or services
- Add different forms per option to collect product-specific information
- Make fields required if you need complete contact details for every lead
- Add a Carousel node before the form to showcase products with images
- Add follow-up branching after the form (e.g., "Would you like a demo?")
- Connect to Live Chat for high-value leads who want to talk immediately
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