How to create Lead Generation Bot

11-18-2024

Discover how to create your own personalized lead generation bot. Designed to help you collect leads from clients efficiently, this bot is the ideal solution for your lead generation needs.



Step 1:

Go to chatbot section in your dashboard and select “Lead Generation Bot”

Select Lead Generation Chatbot

Step 2:

In the lead generation personalization window you can do the following:

  • Add your chatbot name.
  • Input placeholder text you want to add for the chatbot Ex: Ask me anything!
  • Bot avatar – Add your bot icon or logo
Lead Generation chatbot interface

Step 3:

You can customize your chatbot using the options provided below. Simply click on each option button to proceed.

Lead Generation Bot customize

Edit welcome message

This is the welcome message you have chosen as the greeting for your chatbot. It will be displayed in your chatbot once the setup is complete.

Edit welcome message

Personalization

Personalization allows you to select your preferred chatbot theme color and set both online and offline messages for the chatbot.

Personalization

Operating Hrs

The operating hours option enables you to specify your business hours and days. This helps the chatbot accurately distinguish between working and offline hours, ensuring appropriate responses to users.

Operating hours

Email Config

The email configuration option enables you to set up your own SMTP email server. Once configured, you can receive leads collected by the chatbot directly in your email inbox.

Email Config

Follow Up Reminders

Click on the Follow-up Reminders option to configure the reminders for your customer service bot. You can set the start and end time, date, and preferred notification timing, such as 1 day, 1 hour, or 30 minutes before the event. This feature is ideal for receiving timely reminders when a client schedules a meeting through the chatbot.

Follow up reminder

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