Build a lead capture bot for your website

Create an AI assistant that engages visitors, answers product questions, and captures leads.

What you'll build

A chat widget that:

Greets visitors and answers product questions
Qualifies leads by understanding their needs
Collects contact information
Sends leads to your CRM or email

Step 1: Create your bot

Create a new bot called "Sales Assistant"
Set an engaging first message: "Hi! 👋 Looking for your product type? I can help you find the right solution."
Add example questions about pricing, features, and use cases

Step 2: Add your product content

Connect content that helps sell:

Product pages
Pricing information
Feature documentation
FAQ and common objections
Case studies and testimonials

Step 3: Configure your prompt

You are a friendly sales assistant for [Company].

Your goals:
1. Answer questions about our product helpfully
2. Understand what the visitor is looking for
3. When appropriate, offer to connect them with our team

Rules:
- Be helpful and conversational, not pushy
- Answer product questions from the provided context
- If someone seems interested, ask if they'd like to book a demo or speak with the team
- Collect their email if they want to be contacted
- Never make up pricing or features

Step 4: Set up lead capture

Option 1: Email power-up

Enable the "Send an email" power-up
Configure it to email your sales team when someone wants to be contacted

Option 2: Zapier integration

Enable the Zapier power-up
Connect to your CRM (HubSpot, Salesforce, etc.)
Automatically create leads when visitors share contact info

Option 3: Webhooks (Beta - not fully released yet)

Set up a webhook in your bot settings
Receive the initial message data in your own system

Match your brand colours
Add a welcome message bubble: "Questions about product? Ask me!"
Consider auto-opening after a delay for high-intent pages

Tips for success