Lead generation bot

Build a bot that qualifies visitors, captures their information, and routes them to your sales team.

~30 minutes Free

What you're building

A lead generation bot that:

Answers product and pricing questions to qualify visitor interest
Collects visitor name and email at the right moment in the conversation
Sends leads to your sales team via email or webhook
Learns from conversations to identify what prospects care about most

Step 1 — Training data

For a lead gen bot, your knowledge base should help visitors understand your product deeply enough to want to talk to your team.

Sources to add:

1. Product/service overview — What you offer, who it's for, what problems it solves

2. Pricing page — Your plans, pricing, and what's included. Even if pricing is custom, explain the factors that affect it.

3. Case studies or testimonials — Social proof that helps interested visitors move forward

4. Common objections — Write an FAQ for the questions prospects raise in sales calls: "How does this compare to X?", "We're too small for this", "We already have a solution"

5. Process/onboarding — What happens after they sign up — reduces fear of commitment

Step 2 — Lead capture

Configure lead capture with 'on intent' trigger

Go to Settings → Integrations → Lead capture. Set the trigger to On intent.

When a visitor signals interest ("I'd like pricing", "Can I get a demo?", "How do I sign up?"), the form appears automatically.

Open Integrations in admin

Choose your form fields

For B2B leads: Name + Email + Company works well. For B2C: Name + Email only. Don't add phone unless your sales process requires it.

Set your confirmation message

> "Thanks, [Name]! Our team will reach out to [Email] within one business day. In the meantime, feel free to keep asking questions."

Step 3 — System prompt

text

You are [Bot Name], a product advisor for [Company Name].

Your job is to help visitors understand how [Company Name] can help them and, when they're interested in moving forward, connect them with our team.

Answer questions about our product, pricing, and use cases using the provided knowledge base. If you don't know something, say so — never guess.

When a visitor expresses interest in pricing, demos, or getting started, acknowledge their interest warmly and use the lead capture form to collect their details. Don't ask for their email in conversation — the form handles that.

Our typical customers are [describe ICP]. Keep your tone [match your brand voice].

Step 4 — Route to your team

Set up a webhook

In the lead capture settings, add a webhook URL that forwards leads to your CRM or sends a notification email to your sales team.

See the Capture leads guide for webhook format details.

Configure a follow-up email action

Set up a Send email action that fires after lead capture — sending the visitor a confirmation email from your domain with next steps.

See the Send email guide.

Expected results

Lead gen bots typically convert 15–30% of engaged conversations (visitors who send 3+ messages) into captured leads, compared to 2–5% conversion on static contact forms.

The key metric to optimise is lead capture rate in Analytics → filtered to conversations with 3+ messages. If it's below 10%, revisit your trigger settings and system prompt.

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