Lead Generation Chatbot

This Chatbot captures leads for you, ensuring you never miss a chance to follow up with potential clients. For all the other queries, the bot provides relevant and up-to-date answers thanks to the built-in knowledge base.

When someone shows interest in your products or services, the chatbot collects their email address and immediately lets you know. You get an email notification with their details and conversation summary.

To use the template, don’t forget to fill in your email information in the Notification Email Tool component. Email To and Email Subject settings are required. Optionally, you can add the body text or a different address as Reply-To.

Try the Flow

The Flow below isn’t connected to any email address. However, it will still offer to connect you with support, showcasing the capability. So feel free to ask to be transferred, knowing you’re not cluttering up anyone’s inbox. For example, try asking it about a personalized enterprise plan.

Components breakdown

Chat Input: Represents the message you send in the chat. It’s the starting point of any flow.
Document Retriever: Allows the bot to search and use information from your website and linked documents.
URL Retriever: Allows your Flow to retrieve information from individual URLs.
Chat History: Ensures the bot remembers a set amount of previous messages.
Tool Calling Agent: An autonomous AI with its own reasoning.
Notification Email Tool: Captures contact information of users and sends it it your email.
Chat Output: Component representing the chatbot’s answer.

The System Message in this template is empty. Don’t forget to fill it in, giving the Agent instructions and personalizing the chatbot.

Useful Tips

There are several ways you can adjust and improve this flow:

Try giving the chatbot a name, job title, and some personality in the Agent’s System message. For example: “You are a helpful AI customer service chatbot representing [company]. Your name is [bot name]. You are [personality traits, type of communication, hobbies, etc.]”
Add one of the Assist Tools to integrate with your preferred customer service and live chat solution.
Change the Agent’s system message to reflect your exact needs.