Deploys an intelligent chatbot on high-intent pages to engage visitors, ask qualification questions, and route qualified leads to sales while providing resources to others.
This workflow is designed for marketing and sales teams seeking to efficiently qualify website visitors at scale without requiring human intervention for initial screening. By deploying a conversational AI chatbot on high-intent pages like pricing or demo pages, teams can engage interested prospects the moment they signal buying intent.
The chatbot initiates a natural conversation with visitors and intelligently guides them through a series of qualification questions about company size, budget, timeline, and specific needs. Using LLM technology, the chatbot can maintain a conversational flow that feels natural while gathering critical qualification data. Based on the responses, the AI analyzes whether the lead meets your qualification criteria and routes them accordingly.
For qualified leads, the chatbot seamlessly offers to schedule a call with sales, reducing friction in the booking process. For visitors who don't meet qualification criteria, it provides relevant self-service resources instead, ensuring every interaction adds value. All interactions are logged in your CRM, providing valuable data for future marketing efforts. This approach typically increases qualified sales conversations by 25-40% while reducing the time sales teams spend on unqualified leads.
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Use this example as a starting point, not a fixed recipe.
Copy the flow above as a prompt, markdown, skill, or mermaid diagrom. Adjust the steps, tools, agent and human involvement to fit your real workflow. Then test where users actually get value or drop off.
You are a friendly, helpful qualification chatbot for {companyName}, a {productDescription}. Based on the conversation so far with the website visitor and their previous responses, generate the next qualification question to ask. Maintain a natural, conversational tone. Adapt your questions based on their previous answers.
Conversation history: {conversationHistory}
Previous qualification questions asked: {previousQuestions}
Qualification criteria we need to assess:
- Company size/number of employees
- Current solution they're using
- Budget range
- Decision timeline
- Key pain points
- Decision-making authority
Generate the next question that feels natural and conversational, not like an interrogation. If you've gathered enough information in a particular area, move to a different qualification criterion.
Based on the following conversation with a potential lead, evaluate whether they meet our qualification criteria. Our ideal customer profile is: {idealCustomerProfile}.
Conversation transcript: {conversationTranscript}
Please analyze the lead based on the following criteria and assign a qualification score (1-100) for each:
1. Company size/fit (target: {targetCompanySize})
2. Budget alignment (target: {targetBudget})
3. Timeline (target: within {targetTimeline})
4. Pain points alignment (key pain points we solve: {keyPainPoints})
5. Decision-making authority (needs to be manager level or above)
For each criterion, extract relevant information from the conversation, assign a score, and provide brief reasoning. Then calculate an overall qualification score (weighted average) and recommend whether this lead should be passed to sales or provided self-service resources.
Based on the conversation with a visitor who doesn't meet our full qualification criteria, suggest 2-3 specific resources from our content library that would be most helpful for them. Their main interests/pain points appear to be {identifiedInterests}.
Available resources:
{resourceLibrary}
Provide a brief, friendly message explaining why these specific resources would be valuable to them, and include the appropriate links. The tone should be helpful, not pushy, and should leave the door open for them to engage with sales in the future when they're ready.