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

Related Templates

• Request a Callback - More detailed callback scheduling
• Appointment Booking - Book specific meeting slots
• Support Routing - Route by department with sub-categories