Qualify leads while you sleep
A starting point for a bot that greets website visitors, captures name, email, and company size, and routes the promising ones to your shared inbox before a competitor replies.
The flow, in one conversation
Sales assistant
Replies instantly
From here, the flow tags the lead as high priority and drops it into your shared inbox with the transcript attached.
What this template does
Captures the fields that matter
A decision-tree flow asks for name, email, and company size in a conversation instead of a form, so visitors answer while they are still curious.
Separates hot from cold
Branching rules score the answers as they come in. A 200-person company evaluating this quarter takes a different path than a student doing research.
Routes leads to your shared inbox
Workflow automation drops qualified conversations into your shared team inbox with the full transcript attached, ready for a human to pick up.
Why a conversation beats a form
Most qualification forms fail for a simple reason: they ask for everything before giving anything. A chatbot flips that trade. The visitor gets an instant answer to their first question, and only then does the bot ask who they are. Because the AI is trained on your own website content, it can handle the "does this integrate with X" and "how much does it cost" questions that come up mid-flow, so qualification never feels like an interrogation.
The decision tree keeps the parts that must be consistent, consistent. Every lead gets asked the same questions in the same order, every answer lands in the same fields, and nobody on your team wakes up to a one-line "contact us" email with no context. If a visitor asks for a person at any point, low-confidence handoff brings a human into the same conversation with nothing lost.
Set it up
Step 1
Train the AI on your site
Enter your website URL and let the no-code crawler read your pages. The AI can then answer product and pricing questions between qualification steps, and it re-crawls nightly so answers stay current.
Step 2
Build the qualification tree
In the visual decision-tree builder, add three questions: what the visitor needs, their name and work email, and their company size. Quick-reply buttons keep each answer one tap away.
Step 3
Add routing rules
Use workflow automation to tag conversations by company size and route the hot ones to your shared inbox, assigned to whoever owns new business that week.
Step 4
Put the widget live
Paste one snippet on your site, or use the Shopify or WordPress install. The bot greets visitors in any of 50+ languages and hands off to live chat when someone wants a human.
Works everywhere your buyers are: the website widget, WhatsApp Business, and notifications into Microsoft Teams or Slack so sales sees new leads without opening another tab.
Your next lead could arrive tonight
Build this flow on the free Basic plan. Upgrade to Pro at $25/mo or Unlimited at $95/mo only when volume demands it.
Start free