Template: Request a Callback

Category: Lead Generation

Greet visitors and collect contact information for callback requests. This is the default template and a great starting point for businesses that want to capture leads and offer multiple contact options.

Who It's For

Businesses that offer phone consultations
Sales teams that follow up with inbound leads
Service companies that schedule callbacks

How It Works

The chatbot greets visitors and asks what they'd like to do. Based on their choice, it routes them down different paths to collect the right information.

Conversation Flow

Start
  → Welcome message
  → "How can we help?" (3 options)
     ├─ "Speak to manager"
     │    → Contact form (phone, email, comment)
     │    → Team notified
     │    → Thank you message
     ├─ "Have a question"
     │    → Question form (details)
     │    → Team notified
     │    → Thank you message
     └─ "Subscribe to newsletter"
          → Email form
          → Team notified
          → Confirmation message

What It Collects

Callback Request Path

Phone number
Email address
Comment / reason for callback

Question Path

Question details (text area)

Newsletter Path

Email address

Notifications

When a visitor submits a form, your team is notified via:

Email sent to your configured address
Push notification to all team members with notifications enabled
Visitor status is automatically set to Lead

Customization Ideas

Change the options to match your services (e.g., "Get a quote", "Book a demo", "Technical support")
Add more form fields like company name or preferred callback time
Update the welcome message with your company name and a personal greeting
Add a Live Chat node as an alternative path for visitors who want to chat immediately
Connect an AI Chatbot node to the "Have a question" path for instant answers

Related Templates

Generate Leads — Simpler lead capture with qualification
Appointment Booking — Schedule specific meeting times
Support Routing — Route to different departments

Chatim Help Center