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Lead Qualification Bot

Bot Builder / Guides

Lead Qualification Bot (UI Guide)

Build a flow that captures lead details and classifies hot/warm/cold in the visual canvas.

Node Flow

send_text -> ask_text -> ask_phone -> ask_number -> condition -> set_variable -> end

Steps In Builder UI

  1. Create bot named Lead Qualification.
  2. Add send_text: welcome and purpose.
  3. Add ask_text for name and ask_phone for contact.
  4. Add ask_number for interest score (1-100).
  5. Add condition with score rule and map branches.
  6. Use set_variable in each branch for lead_grade.
  7. Connect all paths to end node.

Node reference|Build first bot