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How to set up chatbot for lead capture

Learn how to set up a chatbot specifically designed for lead capture in just a few simple steps.

victoriaworkflowsvictoriaworkflows
·18 steps·50 views·Published

Learn how to set up a chatbot specifically designed for lead capture in just a few simple steps. This guide walks you through configuring the chatbot playbook to efficiently collect leads and respond to inquiries, ensuring a seamless interaction with potential customers.

Step-by-step Guide18 steps

  1. Click Leads

    Click Leads
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  2. Click Chatbot

    Click Chatbot
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  3. Click Playbook

    Click Playbook
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  4. Click on "Click here."

    Click on "Click here."
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  5. Click Continue

    Click Continue
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  6. Click on "Click here."

    Click on "Click here."
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  7. Type "Leadbot" in Bot name

  8. Click Continue

    Click Continue
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  9. Click Get more leads

    Click Get more leads
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  10. Click Create playbook

    Click Create playbook
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  11. Click on "Click here."

    Click on "Click here."
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  12. Click info@yourcompany.com

    Click info@yourcompany.com
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  13. Type "Thank you. One of our sales representatives will b..."

  14. Click Save

    Click Save
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  15. Click on "Click here."

    Click on "Click here."
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  16. Click support@yourcompany.com

    Click support@yourcompany.com
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  17. Type "Thanks for reaching out. If you have any questions..."

  18. Click Save

    Click Save
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