Lead Qualification

Greets website visitors, asks the questions your sales team would ask and books a demo with the right rep when the answers fit.

  • Asks team size, budget and timeline
  • Scores each lead as it chats
  • Books demos in the rep's calendar
  • Creates the contact in your CRM
  • Hands hot leads to a live rep
Use this template
B
Sales Assistant
Online
Hi! 👋 Looking for a demo, or just browsing?
A demo for my support team
Great. How many agents are on the team?
About 25
✅ That fits our Growth plan. Here are three demo times this week.

What this template does on day one.

Typical figures from teams that launched this template without changing a word.

✅ With this template
Setup Time5 min
Bot Resolution Rate58%
Channels Covered2
Conversation Steps15
🚀

Pick another starting point.

Returns & Exchanges

Checks the order, confirms the item is eligible and emails a prepaid return label, without a ticket ever reaching your team.

Shopify  ·  WooCommerce

Order Tracking

Answers the question every store gets most, where is my order, with live carrier status and an honest delivery estimate.

Shopify  ·  Twilio

SaaS Onboarding

Walks every new signup through their first setup steps, answers how-to questions in context and books a call when someone gets stuck.

HubSpot  ·  Slack