Sales Enquiries with Team Follow-up

• Someone opens your bot; the first visit is recorded as the event enquiry_started
• They get a short welcome and tap to answer three questions: what they want, their experience, when they want to start
• The answers are saved on the contact, and the event qualification_completed is recorded
• The bot asks whether they want someone from the team to message them
• Yes: the event sales_handoff_requested is recorded, your team gets an alert with the answers, and the chat opens in Live Chat for a person to reply
• Not now: your team gets a quieter alert with the answers, and the person can write later

• Turn on leads in CRM → Leads (an owner or admin can do it).
• In CRM → Leads → Stage setup, add enquiry_started, qualification_completed and sales_handoff_requested as stages in that order, put sales_handoff_requested under Events that need us, and press Confirm setup.
• For sales, turn off “Close leads that stop replying” in Stage setup, so nobody is closed before you follow up.
• New-enquiry alerts go to your team through notification settings. Check that everyone who answers enquiries has at least one channel on (Telegram, email or push).
• Send /start to your bot, answer the questions and tap “Yes, message me”. Check that the alert arrives and that you appear in CRM → Leads under Waiting on us.
• Change the questions and buttons to fit your offer.

Good to know

• Three events mark how far a person got: enquiry_started (only the first visit), qualification_completed and sales_handoff_requested (every time, so a returning customer who asks again reaches the team again).
• The events do not change a lead by themselves. In CRM → Leads → Stage setup you choose which events are stages and which ones need a reply.
• “Open Live Chat” hands the person to your team: the bot stops answering them until the conversation is resolved in Live Chat.
• Each question saves the tapped answer into a contact variable, so the answers show on the contact and can be used in filters and broadcasts.
• The bot does not see payments made elsewhere. When someone buys, mark the lead Won in CRM → Leads.

Common questions

• Which three questions tell you most about a new enquiry?
• What do you sell: a course, coaching, a consultation?
• Who on your team answers enquiries?

Keep in mind

• Keep it one linear enquiry flow with one offer to talk; do not add payments, scoring or a nurture sequence to this template.
• Do not record an event on every message or button; keep the three milestones so the stages stay readable.
• Do not rename the event names after people have reached them: a renamed event splits your history in two.
• Do not record a purchase from a link click. Mark a real sale as Won in CRM → Leads.