Flow Preview
Overview
Greet every new contact, ask three quick button questions, save each answer to the contact record, and instantly notify your team with the full context so they can reply fast.
Who It's For
The user wants a simple inbound lead bot that greets contacts, asks a few qualifying questions with buttons, saves the answers on the contact, and notifies the team.
Setup Requirements
- What three questions best qualify your leads?
- Who on your team should receive new lead alerts?
- Which button options fit your offer and price points?
- Tag yourself (and anyone else who should see new leads) with the alert tag you chose during setup on the Contacts page — the Notify team action messages everyone carrying that tag.
- Send /start to your bot once and answer the three questions to confirm the team notification arrives with all three answers.
Node Breakdown
- Start on /start
- Send a short welcome that sets up three quick questions
- Ask what the contact needs help with using buttons and save it to the contact
- Ask which budget range fits using buttons and save it to the contact
- Ask when they want to launch using buttons and save it to the contact
- Notify the team with the three answers attached
- Confirm to the contact that the team will reply here soon
Details
Good to know
- Each question uses buttons that store the last clicked button straight into a contact variable — clean, consistent data with no free-text parsing.
- The Notify team action messages every contact carrying the alert tag; the install resolves or creates the tag automatically from its name.
- The three answers live on the contact record, so you can reuse them later for personalization, filters, and broadcasts.
- The same flow runs unchanged on the website chat widget — no rebuild needed.
Keep in mind
- Do not ask for highly sensitive details like exact revenue or budget figures; keep the budget question to friendly ranges.
- Do not replace the answer buttons with free-text questions — the buttons keep the saved data clean and consistent.
- Do not dead-end the contact; always confirm that the team will reply after the questions.
- Do not add routing, scoring, or nurture sequences to this template — it is intentionally a simple linear qualify-and-notify flow.
