Lead Qualification

Capture a sales inquiry, collect practical qualification data, route sales-ready leads to a human, and give early-stage leads a useful nurture path.

The user wants an inbound sales or demo-request bot that qualifies prospects before sales handoff.

• What ICP or segment should count as sales-ready?
• Should sales-ready leads start a human conversation, be tagged, or be sent to a CRM?
• Which resource should early-stage leads receive?

• Start or main menu
• Ask whether the prospect wants sales, demo, or pricing help
• Capture name with reply validation
• Capture email with EMAIL reply validation
• Capture company name with reply validation
• Ask company size using buttons
• Ask whether the user is a decision maker, evaluator, or researcher using buttons
• Capture the main business problem or use case
• Ask buying timeline using buttons
• Branch sales-ready leads to tag and human handoff
• Branch early-stage leads to resources and a later follow-up path

Good to know

• Use reply capture for user-entered name, email, company, and use case so the generated flow creates real triggers where input is expected.
• Use button choices for company size, role, and timeline because leads are more likely to answer sensitive or business context questions when ranges are offered.
• Use ADD_TAG for simple in-platform segmentation when an existing or new contact tag is enough.
• Use START_CONVERSATION for sales handoff when the workspace has human sales support.
• Use HTTP_REQUEST only if the user explicitly approves a CRM/API integration. Otherwise, keep the handoff complete with tags and SET_VARIABLE placeholders.

Keep in mind

• Do not ask for highly sensitive details like exact revenue or budget unless the user explicitly requests it; use ranges or softer intent signals.
• Do not create CRM-specific actions unless a module exists or HTTP fallback is approved.
• Do not leave free-form questions without messageReplyConfig and expectedMessageType.
• Do not dead-end early-stage leads; give them a resource or a way to contact sales later.