Home > Guide Bot Template: Pre-chat Lead Information Capture
Categories: Chatbot Docs
(Last Updated On: July 28, 2021)
This article explains the pre chat lead information capture template.
See the full list of available Guide Bot templates here.
This is a general-purpose or sales-focused chatbot that captures key visitor information prior to chat. This could be used to capture key lead qualification information (Name, Email).
- Capture key visitor information before a human chat starts
- Ensure that visitors are “serious” and willing to provide basic information before starting a chat
- People are often reluctant to fill out a form, but will answer the same questions in bot form
- Automatically categorize the chat based on visitor inputs (using labels)
This chatbot is a good way to gather required information (email, account ID, etc) prior to a human chat. This is particularly useful for sales/marketing qualification when obtaining an email address is critical.
Also, if you use an integration (CRM, Helpdesk, Email), the information captured here can be used to support automated workflows post-chat. (See using labels for more information).
Published December 17, 2020