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
- Create bot named
Lead Qualification. - Add
send_text: welcome and purpose. - Add
ask_textfor name andask_phonefor contact. - Add
ask_numberfor interest score (1-100). - Add
conditionwith score rule and map branches. - Use
set_variablein each branch forlead_grade. - Connect all paths to
endnode.