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EzyConn

Template · Lead qualification

Qualify in the conversation,not in a form.

A published process you can read before you sign up. The wording below is the wording it uses — configured against your own hours, services and rules, not drawn on a canvas.

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What it asks

The script, as the visitor sees it.

Not a paraphrase. This is the wording the process runs, in the order it runs it.

Live · widget30 languages
  1. Hi! I can answer questions or connect you with our team. What are you looking to solve?
  2. We need a better way to handle inbound leads.
  3. We can help with that. Can I grab your name and work email so the right person can follow up?
  4. Priya, priya@example.com
  5. Thanks, Priya. Roughly how many people work at your company: 1 to 10, 11 to 50, or 51 and up?
  6. 51 and up

What it does

What it handles for you.

  • 01Captures the fields that matterA 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.
  • 02Separates hot from coldBranching rules score the answers as they come in. A 200-person company evaluating this quarter takes a different path than a student doing research.
  • 03Routes leads to your shared inboxWorkflow automation drops qualified conversations into your shared team inbox with the full transcript attached, ready for a human to pick up.

Setting it up

What you configure.

  1. Step 01

    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.

  2. Step 02

    Build the qualification tree

    Configure the decision tree with three questions: what the visitor needs, their name and work email, and their company size. Quick-reply buttons keep each answer one tap away.

  3. Step 03

    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.

  4. Step 04

    Put the widget live

    Paste one snippet on your site — the same tag works on Shopify or WordPress, and there is no app or plugin to install. The bot greets visitors in any of 30 languages and hands off to live chat when someone wants a human.

Configure it against your own data.

Hours, services, durations and rules are yours. The process shape is shared, so there is nothing to draw.

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